Lift Asset Management offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment policy statements and construct portfolios using a combination of passive and active investment strategies. Consulting services cover investments, insurance, tax, retirement, education, and debt. Lift Asset Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, and non-U.S. securities.
Assets Under Management$35M
Clients23
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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