Liftoff Financial Planning
Assets Under Management
$2.4M
Number of Clients
38
Number of Advisors
1
Average Client AUM
$63K
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Liftoff Financial Planning provides tailored investment portfolios and financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. They also offer employer account advisory services and comprehensive financial planning with ongoing support.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management: 1.00% for accounts up to $999,999 and 0.75% for accounts of $1,000,000 and above. Comprehensive financial planning has an upfront charge of $1,000-$3,500 and a monthly fee of $75-$800, depending on complexity. Fixed-fee financial planning ranges from $0-$3,500 for individuals and $0-$5,500 for businesses, plus $30-$1,000 per employee receiving service. Courses range from $15-$300. All fees are negotiable.
Areas of Practice
Location
ID, United States