CF
CFA
CF
CFA

Christopher Fisher

11 Years of Experience
Southborough, MA

Christopher Fisher is a CFA-designated registered investment advisor at Livelife Capital Partners LLC, based in Southborough, MA, with 11 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$318.7M

Fee Structure

Investment management only (planning not offered)

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.

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Location

144 Turnpike Road, Suite 215, Southborough, MA, 01772

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher manages rental properties through Triple A-MHD-LLC since 2022 and DFK RE LLC since 2024. He dedicates minimal time to these activities.

Employment History
Current Registrations
Livelife Capital Partners LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Bigelow Capital Securities LLCBroker
January 2016 - May 2017 · 1 yr 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 2014 - January 2016 · 1 yr 5 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.