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Last Updated: 01/30/2026

Liftoff Investment Advisor

in Investment Advisors from Liftoff

Last Updated: 01/30/2026

Rating not yet determined1 total votes

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Highlights

Minimum Initial Investment

$5,000

Management Fee

0.4%

Liftoff Investment Advisor Review

Liftoff is founded in 2014 and based in New York, NY.

Liftoff Pros & Cons

The Good

The Bad

Broad selection of account types.
Competitive investment expense ratios.

Does not offer low-cost ETFs.
Does not give access to human finance advisors.
Tax-loss harvesting not available.
Limited investment options.

Liftoff FAQ

What fees does Liftoff charge?

Liftoff uses a fee-only model.

This means Liftoff gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Liftoff Investment Advisor Fees

Description

Monthly Service Fee

Management Fee

0.4%

Fee Based?

What management fees does Liftoff charge?

Liftoff charges an annual management fee that averages out at 0.4%

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Liftoff?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Liftoff does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does Liftoff support?

Liftoff offers the following types of assets and account types.

Accounts Supported

Supported Options

Unsupported Options

Individual Non-Retirement Accounts
Joint Non-Retirement Accounts
Roth IRA
Traditional IRA
Rollover IRA

SEP IRA
Trusts
529 College Savings Plans
Employer Sponsored Plans
Custodial Accounts

Liftoff does not offer any of the investment vehicles that we track.

What is the minimum amount you have to invest to open an account with Liftoff?

The minimum amount to open an account with Liftoff is $$5,000.

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Contact

Headquarters

24 West 40th Street

15th Floor

New York, NY 10018

Visit Site

Email Support

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SuperMoney Net Recommendation Score

Not enough SuperMoney users have reviewed this product to provide a recommendation score or rating.

-1000+100

No one recommends

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The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.