Lisa Camerone
Lisa Camerone is a registered investment advisor at New Era Investments LLC, based in Southfield, MI, with 15 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 761 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
If NEILLC selects another advisor to manage your investments, the total annual fee will range from 1.65% to 1.85%, which includes NEILLC's fee of 1.25% and the third-party advisor's fee. Clients who use financial planning services will pay $50 monthly via Advice Pay, and will pay a reduced 0.75% annual fee on the value of their portfolio as long as the financial planning agreement is effective. In the event the financial planning agreement is cancelled the normal 1.25% AUM fee will apply
Fee Estimator
Location
28411 Northwestern Hwy, Suite 970, Southfield, MI, 48034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is an agency administrator/member of New Era Investments LLC since 2001 and Integrity Insurance Agency, LLC since 2006, and an agency administrator/financial rep of Camerone Wealth Management LLC since 2021. She also works as an agent selling fixed/traditional insurance, dedicating about 10-20% of her time to each activity.
Employment History
Current Registrations
New Era Investments LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.