Marc Aiken is a registered investment advisor at Lantern Wealth Advisors, LLC, based in Miami, FL, with 43 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 188 clients with $320M 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 - $1.0M | 1.65% |
| $1M+ | 1.50% |
Rates shown are for equity and balanced accounts. Fixed income portfolios have separate, lower rates ranging from 0.75% to 0.95%. Fees and account minimums are negotiable.
Fee Estimator
Location
Miami, FL
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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
Marc works as a taxi driver for Uber and owns a bagel delivery service called Southbeach Bagels. These activities take about 10-20% of Marc's time each.
Employment History
Current Registrations
Lantern Wealth Advisors, LLC
Herold & Lantern Investments, INC.
Herold & Lantern Investments, INC.Broker
Previous Registrations
Securities Research, INC
Securities Research, INC. of FloridaBroker
Commvest Securities,inc.Broker
Thomson Mckinnon Securities INC.Broker
Donald Sheldon & CO., INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations12 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.
Exams
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