Liftoff Financial Planning is a registered investment advisor founded in 2018 and based in Pocatello, Idaho. The firm offers personalized investment portfolio management, including the use of third-party institutional model portfolios, as well as comprehensive ongoing financial planning and project-based planning. Services cover retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits, and risk management. Liftoff Financial Planning primarily utilizes passive investment strategies based on Modern Portfolio Theory and fundamental analysis, tailoring its approach to each client's specific goals, risk tolerance, and tax considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and pro-rated and paid in arrears on a monthly basis.