Gary Vogt is a registered investment advisor at Lantern Wealth Advisors, LLC, based in Melville, NY, with 43 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 199 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.65% |
| $1M+ | 1.50% |
These fees are for Equities and Balanced Accounts. Fixed Income Portfolios have a different fee schedule: $250,000 to $499,999: 0.95%, $500,000 to $999,999: 0.85%, $1,000,000+: 0.75%. Fees and account minimums may be negotiable.
Fee Estimator
Location
35 Pinelawn Road, Suite 101E, Melville, NY, 11747
Get directionsHistory
Regulatory History (7)
Customer Dispute
August 2004Customer Dispute
July 2002Regulatory
June 1993Regulatory
March 1988Regulatory
March 1985Regulatory
October 1983Criminal
February 1983Other Business Activities
Gary is an employee and registered investment advisor representative with Lantern Wealth Advisors since 2012. He dedicates minimal time to this investment-related activity, mostly during securities trading hours.
Employment History
Current Registrations
Lantern Wealth Advisors, LLC
Herold & Lantern Investments, INC.Broker
Previous Registrations
Kirlin Securities INC.Broker
Emanuel and CompanyBroker
Philips, Appel & Walden, INC.Broker
E. G. Frances CO., INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.