| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1M+ | 2.00% |
Asset-based fees are negotiable and are at the discretion of LWA.
35 Pinelawn Road, Suite 101E, Melville, NY, 11747
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Keith owns Lantern Advisers, LLC since 2008, spending about 10-20% of his time on filings and other duties. He also owns Lantern Insurance Brokerage, dedicating about 25 hours per month.