ERA CAPITAL MANAGEMENT LLC
ERA Capital Management LLC is a financial advisory firm that provides expert advice, guidance, and management services to a diverse range of clients. The firm has established a strong reputation for its commitment to delivering personalized and comprehensive financial solutions to help clients achieve their goals. With a team of experienced and knowledgeable advisors, ERA Capital Management LLC prides itself on being a trusted resource that clients can rely on for all their financial needs.
How does the advisor help clients – Key Takeaways:
ERA Capital Management LLC offers a variety of financial services to help clients make informed decisions and achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and insurance management. The firm takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation to create a customized plan that meets their unique needs and goals.
Facts and Insights:
ERA Capital Management LLC has been in business for over 10 years and has grown to manage over $500 million in assets. The firm has a team of 5 advisors who are all experienced and highly qualified in the financial services industry. ERA Capital Management LLC is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor, meaning they do not receive any commissions for their services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 10 years |
Financial Services Offered:
ERA Capital Management LLC offers a range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance management
Client Types:
ERA Capital Management LLC works with a diverse range of clients, including individuals, families, and small businesses. The firm is dedicated to building long-term relationships with all its clients and providing them with personalized and comprehensive financial solutions that meet their unique needs and goals.
Fees & Compensation:
ERA Capital Management LLC operates as a fee-only advisor, meaning they do not receive any commissions for their services. The firm charges a percentage of the assets under management as their fee, which is typically between 1% to 2%. This fee structure ensures that the advisors’ interests are aligned with their clients’ interests, as they only make money when their clients’ investments perform well.
Background:
ERA Capital Management LLC was founded in 2008 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John’s mission was to create a firm that provides honest and transparent financial advice to help clients achieve their financial goals. Today, the firm remains committed to this mission and prides itself on its strong reputation for delivering exceptional service and results to its clients.
Financial Advisor Disclosures to Know:
ERA Capital Management LLC is required to disclose any potential conflicts of interest to their clients. The firm has no disclosures to report, as they operate as a fee-only advisor and do not receive any commissions or incentives for recommending specific investments. This ensures that the advisors’ recommendations are always in their clients’ best interests.