| 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.
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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 →Bradley is a registered investment advisor representative with Lantern Wealth Advisors, LLC, spending a few hours per week managing client assets. He is also a managing member of BRH50, LLC, which manages the branch office as a non-securities related business, dedicating about 10% of his time, and the treasurer of the Municipal Bond Club of New York, volunteering a few hours per week.