Shawn Mauro
Shawn Mauro is a registered investment advisor at Livelife Capital Partners LLC, based in Southborough, MA, with 18 years of industry experience. Shawn 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 →Other Business ActivitiesSells Insurance
Shawn is the President, CEO, and CCO of LiveLife Capital Partners, an investment advisory firm, dedicating nearly full-time hours to overseeing the business and providing investment advice. He also serves as a managing member of Mauro's Café LLC and works as an independent insurance agent with Ash Brokerage, dedicating minimal time to each.
Employment History
Current Registrations
Livelife Capital Partners LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.