Liquidifi
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$441,824
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$44,182
About
LiquidiFi provides investment management and related advisory services exclusively to individual clients, with a stated specialization in fixed‑income instruments alongside advice on equities, mutual funds, and ETFs. The firm offers two service tiers—a model‑portfolio Basic Tier and a customized Premium Tier—and makes financial planning available on a case‑by‑case or hourly basis while also offering ongoing complimentary educational workshops.
Client engagements begin with a survey and a live consultation to develop a written Investment Policy Statement, after which accounts are managed on a discretionary basis with at least quarterly reviews and rebalancing. Portfolio construction emphasizes diversification within fixed income (issuer type, geography, maturity, duration, and credit quality) and considers macroeconomic factors such as interest rates and exchange rates when managing risk.
Distinctive features relative to many peers include the firm’s small scale—roughly $442,000 in discretionary assets under management across about ten client relationships—and its community education presence through local workshops and seasonal recreation listings. The firm’s principal concurrently runs a separate technology company and developed a client‑facing mobile application prior to registration; the adviser also requires Interactive Brokers as custodian and discloses receipt of certain in‑kind services from that custodian.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Fee options
$0+: 0.5% annually (Basic Tier) $0+: 0.75% annually (Premium Tier)
Standard hourly rate $100/hour, exact amount negotiable
Fee-only: Standard hourly rate $100/hour, exact amount negotiable
Main office location
Liquidifi
Superior CO, United States
Number of offices
1
Most active in
Liquidifi has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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