Nicholas Brill Brown

Lantern Wealth Advisors, LLC

34 Years of Experience

Broker

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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

East Hampton, NY

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History

Regulatory History

Clean regulatory record

No 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.

Other Business Activities

Nicholas is the CFO of Brill Securities, Inc., assisting with administrative duties for a minimal time commitment. He is also a real estate agent with Sotheby's International Realty, dedicating about a quarter of his time to this role.