Michael Lowenberg
Michael Lowenberg is a registered investment advisor at Modern Capital Management, CO., based in Mt Pleasant, SC, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MCMC generally charges a yearly advisory fee between 0.25% - 2.00% of assets under management. This fee is negotiated for each client relationship based upon the complexity of the client’s situation. The fees are generally paid monthly or quarterly in advance and can be deducted from the client’s account or invoiced directly to the client.
Location
Mt Pleasant, SC
Get directionsHistory
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
Michael is an owner and treasurer of Bonaventure Managers, LLC, dedicating about 10% of his time to the financial business. He also holds an insurance license (life, health, annuity) and sells approved insurance products on an as-needed basis, dedicating minimal time to these activities. Michael is also the sole owner of Rumpoint, Inc, an S-Corp that provides consulting services.
Employment History
Current Registrations
Modern Capital Management, CO.
White Mountain Capital, LLCBroker
Previous Registrations
Modern Capital Advisors, LLC
Modern Capital Management, CO.
Modern Capital Advisors, LLC
State Registrations14 states
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.