Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Masterpiece Capital, LLC charges a maximum of 1.50% annually for asset management services, billed quarterly in arrears. For clients utilizing third-party managers, the maximum annual fee is 2.00%. Financial planning and consulting fees range from $500 to $75,000 on a flat fee basis, depending on the scope and complexity. The firm uses the SEI Wealth Platform which does not incur charges for individual trades executed by SEI Private Trust Company. Platform fees based on account asset levels will be assessed by SEI to all client assets invested in non-SEI sponsored Transaction Fee (TF) Funds, ETFs and Managed Securities, capped at $250/quarter ($1,000 annually), per client household relationship, but will be absorbed by Masterpiece Capital, LLC.
Areas of Practice
Advisor Information
Office location
906 Rio Grande Street, Suite 200, Austin, TX, 78701
Get directionsRegulatory History (5)
Financial
June 2017Customer Dispute
April 2012Employment Separation After Allegations
October 2010Customer Dispute
September 2003Criminal
October 1987Other Business ActivitiesSells Insurance
Carlos is a managing member of Tulum Sunshine Partners LLC (a holding company), Lowenberg Consulting Group, LLC (business planning/consulting), and Masterpiece Advisory Group, LLC (non-RIA consulting). He also provides insurance services as a member of NFP Insurance, and spends minimal time on each of these activities.