Oikonomos Asset Management, LLC
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About
Oikonomos Asset Management, LLC provides portfolio management and financial planning to individual clients, including high-net-worth individuals, preparing an Investment Policy Statement for each client to align investment strategy with goals, time horizon, and risk tolerance. The firm advises across a range of securities—including mutual funds, equities, ETFs, real estate funds, commodities, fixed income and non-U.S. securities—and does not impose an account minimum.
The firm typically seeks discretionary authority to implement asset allocation, asset selection and regular portfolio monitoring, and it describes a fiduciary standard for retirement accounts. Oikonomos employs a mix of analytical approaches (charting, cyclical, fundamental, technical, quantitative, and modern portfolio theory) and may use long- and short-term trading, margin and short sales as part of its strategies.
Noteworthy aspects disclosed in the brochure include principals’ outside business activities as a licensed accountant, real estate agent and insurance agent, which the firm says can create conflicts of interest that it addresses through disclosure and internal policies. The firm is relatively small and recently formed—reporting roughly $104,167 in discretionary assets as of December 2025—and requires clients to custody assets with SEI Private Trust Company or Interactive Brokers, a custodial arrangement the firm identifies as part of its execution and service model.
Client services
Expertise
Fee options
Fixed fees for financial planning between $1,200 and $4,800
$0 - $100,000: 1.50% $100,001 - $250,000: 1.18% $250,001 - $500,000: 1.13% $500,001 - $1,000,000: 1.06% $1,000,001 - $2,500,000: 0.99% $2,500,001 - $5,000,000: 0.89% $5,000,001 - $10,000,000: 0.79% $10,000,001+: 0.74%
Main office
See officeOakland MI
Advisors at this office
1
Offices (2)
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael L
Series 65
Milford, MI
Oikonomos Asset Management, LLC
Michael Lebowski is a financial advisor at Oikonomos Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and operates an accounting firm, Michael Lebowski PLLC, where he is a licensed Certified Public Accountant. Additionally, he is a licensed real estate agent affiliated with National Realty Centers and holds a life insurance producer license. Oikonomos Asset Management provides portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies and typically seeks discretionary authority to manage client portfolios under a fiduciary standard.
Michael R
Series 66
Oakland, MI
Oikonomos Asset Management, LLC
Michael Recchia is a financial advisor at Oikonomos Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Q3 Asset Management Corporation and Hantz Financial Services prior to joining Oikonomos in 2022. Oikonomos Asset Management offers portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs a range of analytical approaches and securities, providing tailored Investment Policy Statements and typically managing accounts on a discretionary basis with a fiduciary standard for retirement assets.
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