Lantern Wealth Advisors offers investment advice and financial planning services. They manage investments through the Lighthouse Plan, where they create and manage portfolios based on client goals. They also offer the Lantern Select Plan, which involves selecting independent investment advisors for clients. Additionally, they provide financial planning services and consulting on specific financial topics. Lantern Wealth Advisors manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$270M
Clients199
Advisors26
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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