New Era Investments LLC offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. They create an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Financial plans may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. New Era Investments LLC may direct clients to third-party investment advisors.
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