Masterpiece Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Masterpiece Capital, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and business entities. The firm offers discretionary asset management, standalone financial planning and consulting, and referrals to third‑party money managers.
Portfolios are tailored to client goals and may include individual stocks, bonds, ETFs, options and a broad set of alternative strategies; the firm describes use of both fundamental and technical analysis and regular monitoring and rebalancing, including through SEI’s Managed Account Solutions. It employs multiple asset‑allocation approaches (strategic, dynamic, tactical, core‑satellite) and uses custodial platforms (SEI and Charles Schwab) to execute trades and deliver reporting.
Distinctive for a solo‑practitioner practice, the firm manages a relatively large amount of assets for a small client base and leverages institutional platform access to strategies that are less common at this scale — examples cited include FX trading funds, life‑insurance funds, private equity and interval/private funds. The brochure also discloses an affiliated business consulting entity and that some representatives are licensed insurance agents, and it describes measures intended to mitigate conflicts when recommending affiliated services or third‑party managers.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees range from $500 to $75,000; no retainer exceeding $1,200 when services cannot be rendered within six months.
$0 - $100,000: 0.91% $100,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.88% $1,000,000 - $5,000,000: 0.86% $5,000,000 - $10,000,000: 0.84% $10,000,000+: 0.83%
Main office
901 S Mopac Expressway Building One, Suite 110
Austin TX 78746
Advisors at this office
1
Most active in
Texas
Also doing business as
Lowenberg Group, LLC · Lowenberg Wealth Management Group · Lwmg · Masterpiece Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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