A complete list of active advisors currently associated with Livelife Capital Partners LLC
Warmer can help you find a great advisor at Livelife Capital Partners LLC or one who fits your needs even better.
LiveLife Capital Partners LLC is an SEC-registered advisory firm that manages roughly $372 million for about 260 clients, serving individuals, high‑net‑worth clients, trusts, estates and retirement plans. Like many team firms, it provides discretionary portfolio management and financial planning and also offers family‑office‑style services and retirement plan advisory work. The firm generally pursues a long‑term, diversified approach using low‑cost mutual funds and ETFs but may also employ individual equities, structured notes, options contracts and alternative investments as appropriate, and it can allocate portions of client assets to unaffiliated independent managers or a JP Morgan sub‑advisor for direct indexing. LiveLife Capital states that it treats cash as an asset class and conducts ongoing monitoring, and it discloses that it may permit borrowing against accounts (margin or pledged‑asset loans) and the use of derivatives in separately managed accounts while cautioning it does not recommend borrowing for investment purposes. Distinctive aspects include sponsorship of its own wrap fee program that bundles trade execution, custody and reporting, and use of third‑party platforms such as Pontera for managing held‑away defined contribution accounts and Black Diamond for consolidated reporting. The firm also discloses paid promoter/endorser arrangements to introduce prospective clients and notes advisor activities (options, structured products, margin/pledged loans and private fund allocations) that are less common among peers of similar size.
To learn more about the advisors currently working at Livelife Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Livelife Capital Partners LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Naples, FL
| 21
| |
Southborough, MA
| 11
| |
Southborough, MA
| 19
| |
Southborough, MA
| 4
|
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