Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
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 ManagementAnnual Fee
Up to $100K2.75%
$100K - $500K2.50%
$500K - $1000K2.25%
$1M+2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,375

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
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

111 Pine Street, Suite 1215, San Francisco, CA, 94111

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Regulatory History (1)
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Customer Dispute
August 1998
Closed-No Action
Other Business Activities

Kevin is an advisor representative for Lantern Advisers LLC since 2010, focusing on sales. He dedicates minimal time to this business, potentially during securities trading hours.

Employment History
Current Registrations
Lantern Wealth Advisors, LLC
October 2010 - Present · 15 yrs 3 mos
Herold & Lantern Investments, INC.Broker
January 2009 - Present · 17 yrs
Previous Registrations
Mclaughlin, Piven, Vogel Securities, INC.
February 2003 - May 2008 · 5 yrs 3 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
October 1992 - December 2008 · 16 yrs 2 mos
State Registrations27 states
AKAZCACOFLGAIAIDILKSLAMAMDMTNCNJNVNYOHORSCSDTNTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.