Adam Cefalo is a CFA-designated registered investment advisor at Livelife Capital Partners LLC, based in Southborough, MA, with 27 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 261 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% based on account complexity and asset size. Fees are negotiable.
Fee Estimator
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
Alps Distributors, INC.Broker
Aberdeen Fund Distributors, LLCBroker
M. S. Howells & CO.Broker
Neuberger Berman LLCBroker
Neuberger Berman LLC
Evergreen Investment Services, INC.Broker
Transamerica Investment Management, LLC
Transamerica Capital, INC.Broker
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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