| 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.
845 Third Avene Suite 1703, New York, NY, 10022-7513
Get directionsMario is the president of Herold Insurance Agency, Inc. since 1987, selling life insurance, and owns 1190 Hylan Realty Co. since 1992, managing real estate; these activities take minimal time. He also works as an Investment Advisor Representative for Herold Advisors (about half his time) and Lantern Wealth Advisors (a few hours per week).