| 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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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Francis works as an investment advisor and portfolio manager for Herold Advisors, Inc., dedicating nearly full-time hours. He also works as a registered investment advisor representative/portfolio manager for Lantern Wealth Advisors, LLC, spending about 10-20% of his time there.