Susan
Fechtor

Livelife Capital Partners LLC

CRD#4098244
Investment Advisor
in Southborough, MA

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About this Advisor

Susan Fechtor is a financial advisor based in Southborough, Massachusetts, working with Livelife Capital Partners LLC. Susan has previously held positions at Livelife Capital Partners LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley & Co. Inc. Susan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Massachusetts. Currently, Susan is part of Livelife Capital Partners LLC, which operates out of Southborough, Massachusetts. The firm has 1 office and 7 employees. The firm manages assets totaling $283.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Livelife Capital Partners LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

$283,139,611

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

7

MA Average: 118
Total Number of Accounts

873

MA Average: 4,567
Average Account Size

$324,329

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

Susan Fechtor Work History

2019 - Present (6 years)

Purshe Kaplan Sterling Investments

2017 - Present (8 years)

Livelife Capital Partners LLC

2008 - 2017 (9 years)

Morgan Stanley & Co. Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Susan Fechtor 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

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

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