Era Capital Management offers investment advice and manages portfolios for individuals, high net-worth individuals, trusts, estates, charities, foundations, corporations, and other businesses. Era provides investment advice tailored to the individual needs and investment objectives of the client. The firm may also act as a subadviser to other advisors.
Assets Under Management$34M
Clients127
Advisors1
Avg. per Client$270K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees may be negotiable based on the size and complexity of the client relationship. Investment Advisory Fees for accounts is not to exceed 2.00% on annual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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