Livelife Capital Partners  LLC logo

Livelife Capital Partners LLC

Updated today

Client assets under management

$362,217,529

Clients

261

34% high-net worth

Advisors

5

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$1,387,807

About

LiveLife Capital Partners is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates and retirement plans, managing roughly $372 million across a five‑advisor team and about 261 client relationships. The firm provides discretionary portfolio management, financial planning and consulting, family‑office style services, and retirement plan advisory, and offers both wrap and non‑wrap account arrangements.

The firm’s investment approach is primarily long‑term and fiduciary‑oriented, building diversified portfolios using low‑cost mutual funds and ETFs while also employing alternatives, structured notes, individual securities and options when appropriate; it may use direct indexing via a third‑party sub‑advisor for customized tax and indexing needs. LiveLife Capital conducts ongoing portfolio oversight, supports held‑away asset management through third‑party platforms (Pontera and Black Diamond), and allows clients to place reasonable restrictions on holdings.

Distinctive operational features disclosed in the brochure include sponsorship of a wrap‑fee program that bundles execution, custody and reporting services, and a formal practice of engaging promoters to introduce prospective clients. The firm also documents the use of borrowing (margin or pledged‑asset loans) and derivatives/option strategies within separately managed or tailored accounts, and provides family‑office advisory and sub‑advisory services for life‑insurance wrappers—capabilities that are less common among peer team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

Fee options

Fixed

Family office advisory services offered for a fixed annual fee up to $100,000, billed quarterly in advance

Percentage

0.25% to 1.50% annually, fees vary based on multiple factors including account size, complexity, and negotiations

Commissions

Certain advisory persons receive commissions as registered representatives and insurance agents separately; commissions are separate from advisory fees

Other

Minimum fee: Family office advisory services fixed annual fee up to $100,000, billed quarterly in advance; fees may be negotiable Fee-only: Investment advisory fees based on assets under management, no commissions on advisory services

Main office location

Livelife Capital Partners LLC

144 Turnpike Road, Suite 215

Southborough MA 01772, United States

Number of offices

2

Most active in

California · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher F

CFA®, Series 63

Southborough, MA

Livelife Capital Partners LLC

Christopher Fisher is a CFA® charterholder with 11 years of industry experience. He has been with LiveLife Capital Partners LLC since 2017 and previously worked in mergers and acquisitions at Bigelow. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering a primarily long-term, customized investment approach that includes low-cost mutual funds, ETFs, and alternative investments when appropriate. The firm also sponsors its own wrap fee program and utilizes held-away account technology to manage connected retirement accounts.

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive Established Professionals
user avatar

Adam C

CFA®, Series 63, Series 66

Southborough, MA

Livelife Capital Partners LLC

Adam Cefalo is a CFA® charterholder with 26 years of industry experience. He is currently with LiveLife Capital Partners LLC, a firm he joined in 2025, and has prior experience with Goehring & Rozencwajg Associates, Aberdeen Standard, and O'Shares Investments. Outside of finance, he is involved as a buying and listing agent in real estate through Today Real Estate. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering family-office style services and retirement plan advice. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive Established Professionals
user avatar

Alex R

CFA®, Series 63

Southborough, MA

Livelife Capital Partners LLC

Alex Ranere is a CFA® charterholder with four years of industry experience. He is currently with LiveLife Capital Partners LLC, where he has worked since 2021, following five years at Wilmington Trust Corporation. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with other investment vehicles, and provides family-office style services and retirement plan advice.

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive Established Professionals
user avatar

Susan F

Series 66

Naples, FL

Livelife Capital Partners LLC

Susan Fechtor is a financial advisor at LiveLife Capital Partners LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley & Co. Incorporated and Purshe Kaplan Sterling Investments. Fechtor serves as Director of Client Relations at LiveLife Capital Partners. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive Established Professionals
user avatar

Shawn M

Series 66

Southborough, MA

Livelife Capital Partners LLC

Shawn Mauro is a financial advisor with Livelife Capital Partners LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of advising, he is the managing member of Mauro's Café LLC, overseeing its financial operations. Livelife Capital Partners offers discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, alongside alternative instruments, and sponsors its own wrap fee program while utilizing held-away account technology.

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive Established Professionals
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