Jan Gunther is a registered investment advisor at Lantern Wealth Advisors, LLC, based in Melville, NY, with 43 years of industry experience. Jan 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
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Jan is an investment advisor representative with Lantern Wealth Advisors, LLC since 2013. She spends about 10-20% of her time acting as an investment advisor.
Employment History
Current Registrations
Lantern Wealth Advisors, LLC
Herold & Lantern Investments, INC.Broker
Herold & Lantern Investments, INC.
Previous Registrations
Aegis Capital CORP.Broker
Dirks & Company, INC.Broker
Kern, Suslow Securities, INC.Broker
Manor Securities CorporationBroker
Cowen & CO.Broker
M. Rimson & CO., INC.Broker
State Registrations14 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.