TrueAdvisor
TrueAdvisor
EL
EL

Eugene David Lanton

Lantern Wealth Advisors, LLC
48 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Lantern Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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%

Asset-based fees are negotiable and are at the discretion of LWA.

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

Location

35 Pinelawn Road, Suite 101E, Melville, NY, 11747

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eugene works as a registered investment advisor representative with Lantern Wealth Advisors, LLC. This requires minimal time each month.

Employment History
Current Registrations
Lantern Wealth Advisors, LLC
March 2015 - Present · 10 yrs 11 mos
Herold & Lantern Investments, INC.
October 1993 - Present · 32 yrs 4 mos
Herold & Lantern Investments, INC.Broker
October 1993 - Present · 32 yrs 4 mos
Previous Registrations
Kirlin Securities INC.Broker
October 1988 - October 1993 · 5 yrs
A. F. Green & Company, INC.Broker
December 1985 - October 1988 · 2 yrs 10 mos
Brodis Securities IncorporatedBroker
February 1978 - January 1986 · 7 yrs 11 mos
M V Securities, INC. INC.Broker
March 1977 - March 1978 · 1 yr
State Registrations26 states
CACTDCDEFLGAHIIDILKSLAMAMDMINCNHNJNYOHORPASCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.