Burton Drobnis
Burton Drobnis is a registered investment advisor at Lantern Wealth Advisors, LLC, based in San Francisco, CA, with 36 years of industry experience. Burton 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
111 Pine Street, Suite 1215, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2018Customer Dispute
July 2016Employment History
Current Registrations
Lantern Wealth Advisors, LLC
Herold & Lantern Investments, INC.Broker
Previous Registrations
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.
Exams
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