New Era Investments LLC logo

New Era Investments LLC

Updated today

Client AUM

$29,352,436

Clients

761

Advisors

3

of 3 employees

About

New Era Investments LLC advises individuals and high-net-worth clients, offering ongoing portfolio management and financial planning services. The firm prepares written investment policy statements for each client and provides discretionary management on an ongoing basis, including the selection of third‑party money managers when appropriate.

The firm’s investment approach references modern portfolio theory and uses both long‑ and short‑term trading strategies across mutual funds, ETFs, annuities, private placements and non‑U.S. securities. NEILLC may implement strategies through third‑party advisers available on custody platforms and conducts periodic (at least quarterly) account reviews to align portfolios with client risk tolerance and objectives.

Compared with many peers, the firm serves an unusually large number of clients relative to its advisor headcount, resulting in a high client‑to‑advisor ratio. It is also structured to conduct insurance agency activities and its supervised persons are licensed to sell insurance and annuity products (and the firm discloses these affiliations and potential conflicts), and it has disclosed other related business interests and recently added financial planning services and third‑party manager relationships.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Private / alternative investments Real estate investing

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Fee options

Percentage

All Assets+: 1.25% annual fee via direct portfolio management All Assets+: 1.25% annual fee charged by New Era Investments LLC when selecting other advisers (plus separate fees charged by third-party advisers ranging from 0.40% to 0.60%, total fees ranging from 1.65% to 1.85%) All Assets+: Nationwide | Monument Advisor® fee includes 1.25% AUM fee plus $250 annual fee

Commissions

Commission-based insurance products offered by representatives as licensed insurance agents, conflicts disclosed

Other

Fee-only: Financial planning fixed fees starting at $50; $50 monthly fee via Advice Pay while financial planning agreement is effective; AUM fee reduced to 0.75% during financial planning agreement

Main office

28411 Northwestern Hwy, Suite 970

Southfield MI 48034

Advisors at this office

3

Most active in

Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rico C

ChFC®, Series 63, Series 65

Southfield, MI

New Era Investments LLC

Rico Camerone is a financial advisor with New Era Investments LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Lincoln Investment, and has been associated with New Era Investments LLC since 1993. Camerone serves on the boards of Haven of Hope and Family Assistance for Renaissance Men, both nonprofit organizations focused on community support. New Era Investments LLC advises individuals and high-net-worth clients with portfolio management and financial planning services, employing a modern portfolio theory-based approach that includes discretionary management and third-party money managers. The firm offers a broad range of investment vehicles and conducts regular account reviews to align portfolios with client objectives.

Annuities Private / alternative investments Real estate investing
user avatar

Rico C

Series 63, Series 65

Southfield, MI

New Era Investments LLC

Rico Camerone is a financial advisor with New Era Investments LLC in Southfield, MI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His prior work includes roles at Camerone Wealth Management, Purshe Kaplan Sterling Investments, Capital Analysts, and Lincoln Investment. Outside of advisory work, he owns TheWebTide, a marketing business focused on running campaigns and website maintenance for small businesses. New Era Investments LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a strategy based on modern portfolio theory that includes both long- and short-term trading across various asset classes. The firm also offers discretionary management and utilizes third-party money managers as appropriate.

Annuities Private / alternative investments Real estate investing
user avatar

Lisa C

Series 63, Series 65

Southfield, MI

New Era Investments LLC

Lisa Camerone is a financial advisor with New Era Investments LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. She has previously worked at Lincoln Investment and Capital Analysts, among other firms. In addition to her advisory role, she is involved in managing insurance agencies offering fixed and traditional insurance products as well as life, health, and disability coverage. New Era Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing modern portfolio theory and a range of investment strategies including mutual funds, ETFs, annuities, private placements, and non-U.S. securities. The firm offers discretionary management and third-party money manager selection, with regular portfolio reviews aligned to client risk tolerance and objectives.

Annuities Private / alternative investments Real estate investing
View complete list of advisors at this firm
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