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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 261 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
261 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$372.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.25% to 1.50% based on account complexity and asset size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 9 yrs
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.
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