Advisor at Oikonomos Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oikonomos Asset Management, LLC
Location
Milford, MI 48381
Credentials
Series 65
Industry experience
3 years
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.
Based on Oikonomos Asset Management, LLC
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%
206 E. Commerce
Milford, MI 48381
Michigan
Oikonomos Asset Management, LLC
2022 - Present (4 years)
N/A - Have not solicited business yet
2022 - Present (4 years)
National Realty Centers
2016 - Present (10 years)
Michael Lebowski PLLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Orchard Lake, MI
Objective Investments, LLC
CFP®, CFA®, ChFC®, EA
Commerce Township, MI
Tamma Capital LLC
I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.
Series 63, Series 66
Brighton, MI
Grit and Lavender Financial Planning
Series 63, Series 65
Brighton, MI
Wealth & Wellness Group, LLC
Series 66
Northville, MI
Physicians' Financial L.C.
Series 65
Farmington Hills, MI
GilliKin Advisors Limited
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")