Christopher
Fisher

Livelife Capital Partners LLC

CRD#5258945
Investment Advisor
in Southborough, MA

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About this Advisor

Christopher Fisher is a chartered financial analyst working in Southborough, Massachusetts, with 6 years of relevant experience. Fisher works at Livelife Capital Partners LLC. The advisor has gained experience at Brown Brothers Harriman & Co, Fidelity Investments Institutional Services Company, Inc, Livelife Capital Partners LLC and Bigelow, Mergers And Acquisitions. Fisher holds a Series 63 license, certifying them as a securities broker, and is approved to work in Massachusetts. Livelife Capital Partners LLC is a registered investment firm operating out of Southborough, MA. It handles $220 million in assets under management across its 715 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 715 customer accounts, 44% are associated with high-net-worth investors who have more than $1 million in investable assets. Livelife Capital Partners LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on the financial services. Fees billed by Livelife Capital Partners LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

144 Turnpike Road, Suite 215
Southborough, MA 01772

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Livelife Capital Partners LLC Brokerage Details

Total Assets Under Management

$219,981,612

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

715

MA Average: 4,567
Average Account Size

$307,667

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Fisher Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Livelife Capital Partners LLC

2016 - 2017 (1 year)

Bigelow, Mergers And Acquisitions

2014 - 2015 (1 year)

Fidelity Investments Institutional Services Company, Inc

2006 - 2014 (8 years)

Brown Brothers Harriman & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Livelife Capital Partners LLC

Alex Ranere
Southborough, MA
Susan Fechtor
Southborough, MA
Shawn Mauro
Southborough, MA
Christopher Fisher
Southborough, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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