LiquidiFi offers investment management services to individual investors, specializing in fixed income but also advising on equities, mutual funds, and ETFs. They offer two tiers of service: Basic, which invests clients in model portfolios, and Premium, which offers fully customized portfolios. General financial planning, retirement plans, and education funding are offered on a case-by-case basis or as an hourly service. LiquidiFi manages client assets on a discretionary basis.
Assets Under Management$440K
Clients10
Advisors1
Avg. per Client$44K
Avg. per Advisor$440K
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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