Liquidifi
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
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
Superior CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Liquidifi · Liquidifi LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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
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