New Era Investments LLC
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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
Expertise
Fee options
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
Commission-based insurance products offered by representatives as licensed insurance agents, conflicts disclosed
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
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