Adam Cefalo is a CFA-designated registered investment advisor at Livelife Capital Partners LLC, based in Southborough, MA, with 26 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 243 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LiveLife Capital offers investment management services on a wrap fee basis. The annual fee ranges from 0.25% to 1.50% of your portfolio's value. The exact fee depends on factors like the complexity of your account, the amount you invest, and the specific representative assigned to your account. This fee covers investment advice, trade execution, custody, reporting, and account maintenance. Clients may also pay fees charged by independent managers and/or separately managed accounts. Clients continue to pay certain custodial and administrative fees.
Location
144 Turnpike Road, Suite 215, Southborough, MA, 01772
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Livelife Capital Partners LLC
Previous Registrations
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Aberdeen Fund Distributors, LLCBroker
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Neuberger Berman LLCBroker
Neuberger Berman LLC
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Transamerica Investment Management, LLC
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Banc of America Capital Management, LLC
Columbia Management Advisors, INC.
Columbia Management Distributors, INC.Broker
Cdc Ixis Asset Management Distributors, L.P.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations1 state
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