Alan Michael Eppers

Lantern Wealth Advisors, LLC

34 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Lantern Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

199 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$265.5M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,375

Location

35 Pinelawn Road, Suite 101E, Melville, NY, 11747

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

July 2013

Judgment / Lien

July 2013

Customer Dispute

November 2005

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan is a Registered Investment Advisor Representative at Lantern Wealth Advisors, dedicating minimal time to this role. He is also an insurance agent with Lantern Insurance Brokerage, spending a few hours per week in this capacity.