John Albert
John Albert is a registered investment advisor at Lantern Wealth Advisors, LLC, based in N Dinwiddie, VA, with 35 years of industry experience. John 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
N Dinwiddie, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
John is a trustee for The Sujoy Banerjee Trust, spending a few hours per week preparing tax documents and paying bills. He also owns and manages multiple rental real estate properties, dedicating a few hours per week to each property.
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
Investors Services IncorporatedBroker
Brokers Exchange, INC.Broker
State Registrations22 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.