Susan
Fechtor
Livelife Capital Partners LLC
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About this Advisor
Susan Fechtor is a financial advisor operating in Southborough, Massachusetts who has 6 years of industry experience. Fechtor currently works for Livelife Capital Partners LLC. During their career, the advisor has held roles at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Livelife Capital Partners LLC and Purshe Kaplan Sterling Investments. Fechtor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Livelife Capital Partners LLC is a financial advisory company operating out of Southborough, MA. It handles $220 million in total assets between its 715 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 715 customer accounts, 44% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the services. Fees charged by Livelife Capital Partners LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Livelife Capital Partners LLC Brokerage Details
$219,981,612
7
715
$307,667
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
Susan has been registered as a financial advisor for 6 years.*
Purshe Kaplan Sterling Investments
Livelife Capital Partners LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
*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 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
Southborough, MA
Southborough, MA
Southborough, MA
Southborough, MA
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