Keith Lanton
Keith Lanton is a registered investment advisor at Lantern Wealth Advisors, LLC, based in Melville, NY, with 33 years of industry experience. Keith 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
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 ActivitiesSells Insurance
Keith owns Lantern Advisers, LLC since 2008, spending about 10-20% of his time on filings and other duties. He also owns Lantern Insurance Brokerage, dedicating about 25 hours per month.
Employment History
Current Registrations
Lantern Wealth Advisors, LLC
Herold & Lantern Investments, INC.Broker
State Registrations39 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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