Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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% |
Fees are negotiable.
Fee Estimator
Lantern Wealth Advisors offers wrap fee programs where you pay a single fee covering investment advice, brokerage, and custodial services. The annual fee is based on your portfolio size. For both the Private Portfolio and Mutual Funds/ETFs programs, the fee is 2.75% for assets up to $99,999, 2.50% for $100,000-$499,999, 2.25% for $500,000-$999,999, and 2.00% for $1,000,000 and above. The minimum annual fee per account is $1,375. These fees are negotiable. Additional fees may apply for certain services like wire transfers and paper statements.
Areas of Practice
Advisor Information
Office location
East Hampton, NY
Get directionsRegulatory History
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.
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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.