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Paladin Research Report for: Liftoff (Powered by Ritholtz Wealth Management)

Liftoff

Paladin Transparency Index (PTI)

3.0

Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

Types of Financial Services

  • Investment advice and services

Registration & Licensing

  • SEC: 801-78479
  • CRD: 168652
  • IARD: 168652
  • Disclosures (SEC.gov): No disclosures

Contact Information

  • Email: liftoff@advplatform.com
  • Telephone: 212-455-9122
  • Human Contact: Yes
  • Type of Contact: Email, phone

Minimums

  • Minimum Asset Requirement: $5000
  • Minimum Fee: None
  • Free Offer(s): No

Combined Fees

  • Service Initiation Fees: None
  • Annual Fee: .40%
  • Annual Third Party Fee(s): Yes
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 150 (Source: ADV; as of 11/18/2014)
  • Assets (Paid): $150,000,000 (Source: ADV; as of 11/18/2014)
  • Assets (Free): None

Investment Services

  • Number of Portfolios: DND
  • Types of Investments: ETF's, mutual funds, index funds, stocks, other investment products
  • Investment Managers: Ritholtz Wealth Management selects money managers to implement their proprietary portfolio models

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: DND
  • Rebalancing: Yes
  • Account Liquidity: DND
  • Investor Discretion: Some

Additional Information

  • Clearing & Custody: Liftoff recommends TD Ameritrade Institutional Program
  • Mobile Application: No

Paladin Transparency Rating (PTI)

  • 3.0

Interview

  • None

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