Lowenberg Group, LLC

Masterpiece Capital, LLC, established in 2017, is a financial advisor firm based in Austin, TX, owned by Carlos H. Lowenberg, Jr. The firm specializes in providing investment advisory services to individuals and various clients. As a fiduciary, they are committed to acting in the best interest of clients, offering asset management and financial planning services tailored to individual needs and goals. Investment strategies include asset allocation, alternative investments, fixed income, and more. The firm manages $137,993,314 in discretionary assets as of December 31, 2024. Clients can expect transparent fee structures, with asset management fees capped at 1.50% annually and financial planning fees ranging from $500 to $75,000 based on the scope of engagement. Masterpiece Capital, LLC utilizes SEI Investments Management Corp as a custodian, providing access to no-load mutual funds and research services. The firm does not engage in performance-based fees, accepts investment discretion, and does not vote client securities. They do not provide financial information in the brochure due to specific criteria not being met.