New Era Advisory manages investment portfolios and provides financial planning services. Financial planning covers business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. New Era Advisory also offers educational seminars. Services are tailored to individual client needs.
Assets Under Management$15M
Clients46
Advisors1
Avg. per Client$320K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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