Maithreyi Gopalakrishnan is a registered investment advisor at Liquidifi, based in Superior, CO, with 3 years of industry experience. Maithreyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $440K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Basic Tier: 0.5% annually, paid quarterly. Premium Tier: 0.75% annually, paid quarterly. Financial planning is included as a complimentary service for Premium Tier clients.
Fee Estimator
Location
Superior, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maithreyi is the Founder and CEO of PrecisionTerra, Inc., dedicating full-time hours to commercializing GPS technology. She also works as an AI Expert Contributor for Snorkel AI, spending minimal time on this role.
Employment History
Current Registrations
Liquidifi
State Registrations1 state
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