Kevin Anders is a registered investment advisor at Lantern Wealth Advisors, LLC, based in San Francisco, CA, with 33 years of industry experience. Kevin 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
111 Pine Street, Suite 1215, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1998Other 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
Herold & Lantern Investments, INC.Broker
Previous Registrations
Mclaughlin, Piven, Vogel Securities, INC.
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations27 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.