Michael Lebowski
Michael Lebowski is a registered investment advisor at Oikonomos Asset Management, LLC, based in Milford, MI, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3 clients with $100K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.18% |
| $250K - $500K | 1.13% |
| $500K - $1.0M | 1.06% |
| $1.0M - $2.5M | 0.99% |
| $2.5M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.79% |
| $10M+ | 0.74% |
For short-term income and cash management, the annual fee is 0.50% for portfolios over $100,000.
Fee Estimator
Location
206 E. Commerce, Milford, MI, 48381
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 operates an accounting firm, Michael Lebowski PLLC, and is a real estate agent with National Realty Centers. He also holds a life insurance license and sells life insurance/annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Oikonomos Asset Management, LLC
State Registrations1 state
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