Newage Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NewAge Advisors LLC is a small, independent registered investment adviser serving individual investors (including high‑net‑worth and federal employees) and business entities, managing roughly $15 million across about 16 client relationships. The firm offers portfolio management and written financial planning, plus retirement plan advice and participant account management facilitated through a third‑party platform.
The adviser creates individualized asset allocation models and primarily implements strategies with mutual funds and ETFs using its Lifestyle Select™ platform, which combines a buy‑and‑hold core with tactical rebalancing in certain market regimes. The firm provides both discretionary and non‑discretionary management, conducts quarterly reviews of participant accounts on the platform, and also recommends and monitors alternative investments such as REITs, limited partnerships and structured products when appropriate.
A noteworthy operational detail is that the firm’s sole investment professional also operates as an independent life and health insurance agent and may receive commissions for insurance sales; this potential conflict is disclosed in the brochure and the firm describes steps to mitigate it, including fiduciary obligations and client disclosure. The firm has also ceased offering third‑party investment manager selections to new clients while continuing legacy arrangements, an uncommon service posture for a solo independent adviser.
Client services
Expertise
Fee options
Financial planning fixed fee ranges from $1,000 to $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - >$3,000,001: 0.65%
$295 per hour (negotiable)
Fee-only: Financial planning fixed fees range from $1,000 to $5,000 (negotiable); hourly fee is $295 (negotiable)
Main office
120 N. Washington Square, Suite 300
Lansing MI 48933
Advisors at this office
1
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:
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
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