Lisa Camerone
Advisor at New Era Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at New Era Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Southfield, MI 48034
Credentials
Series 63, Series 65
Industry experience
15 years
Lisa Camerone is a financial advisor with New Era Investments LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. She has previously worked at Lincoln Investment and Capital Analysts, among other firms. In addition to her advisory role, she is involved in managing insurance agencies offering fixed and traditional insurance products as well as life, health, and disability coverage. New Era Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing modern portfolio theory and a range of investment strategies including mutual funds, ETFs, annuities, private placements, and non-U.S. securities. The firm offers discretionary management and third-party money manager selection, with regular portfolio reviews aligned to client risk tolerance and objectives.
Based on New Era Investments LLC
Based on New Era Investments LLC
All Assets+: 1.25% annual fee via direct portfolio management All Assets+: 1.25% annual fee charged by New Era Investments LLC when selecting other advisers (plus separate fees charged by third-party advisers ranging from 0.40% to 0.60%, total fees ranging from 1.65% to 1.85%) All Assets+: Nationwide | Monument Advisor® fee includes 1.25% AUM fee plus $250 annual fee
Commission-based insurance products offered by representatives as licensed insurance agents, conflicts disclosed
Fee-only: Financial planning fixed fees starting at $50; $50 monthly fee via Advice Pay while financial planning agreement is effective; AUM fee reduced to 0.75% during financial planning agreement
28411 Northwestern Hwy, Suite 970
Southfield, MI 48034
Michigan
New Era Investments LLC
2021 - Present (5 years)
Camerone Wealth Management
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
Capital Analysts
2020 - 2021 (1 year)
Lincoln Investment
2020 - 2021 (1 year)
Lincoln Investment Planning
2010 - 2021 (11 years)
Integrity Insurance Agency, LLC
2006 - Present (20 years)
New Era Investments
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")