| 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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Learn about disclosures →Alex is a registered investment advisor representative with Lantern Wealth Advisors, LLC since 2011. This is investment related and takes about half of Alex's time.