Maria Garcia is a registered investment advisor at New Era Advisory, based in Orlando, FL, with 7 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 46 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
The above fee schedule does not include XYPN Invest’s fee, if applicable. Fees are negotiable.
Fee Estimator
Location
5950 Hazeltine National Drive,, Suite 615, Orlando, FL, 32822
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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 →Employment History
Current Registrations
New Era Advisory
Previous Registrations
Ae Wealth Management, LLC
Petros Advisory Services, LLC
State Registrations1 state
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.