New Era Financial Advisors, Inc.

New Era Financial Advisors, Inc. is a SEC-registered investment adviser established in 1986 and owned by New Era Financial Holdings, LLC. The firm offers investment supervisory services, individual portfolio management, and financial planning. Clients' portfolios are managed on a discretionary basis, guided by their objectives and tax considerations. The firm provides comprehensive financial planning services covering areas such as personal finance, tax planning, investments, insurance, retirement, and estate planning. New Era Financial Advisors manages over $964 million in client assets through Charles Schwab & Co. Fees for investment management services are typically a percentage of assets under management, ranging from 0% to 1.60% annually. Financial planning fees are fixed, ranging from $500 to $7,500. The firm does not charge performance-based fees and serves individuals, high net worth individuals, charitable organizations, trusts, and businesses. New Era Financial Advisors does not vote proxies on behalf of clients and does not have custody of client assets. The firm received a Paycheck Protection Program loan in 2020, which has been repaid.