Kevin Anders

Lantern Wealth Advisors, LLC

33 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Lantern Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

199 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$265.5M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	2.75%
$100K - $500K	2.50%
$500K - $1000K	2.25%
$1M+	2.00%

Asset-based fees are negotiable and are at the discretion of LWA.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,375

Location

111 Pine Street, Suite 1215, San Francisco, CA, 94111

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 1998

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Kevin is an advisor representative for Lantern Advisers LLC since 2010, focusing on sales. He dedicates minimal time to this business, potentially during securities trading hours.

Employment History

Current Registrations

Lantern Wealth Advisors, LLC

October 2010 - Present · 15 yrs 4 mos

Herold & Lantern Investments, INC.Broker

January 2009 - Present · 17 yrs 1 mo

Previous Registrations

Mclaughlin, Piven, Vogel Securities, INC.

February 2003 - May 2008 · 5 yrs 3 mos

Mclaughlin, Piven, Vogel Securities, INC.Broker

October 1992 - December 2008 · 16 yrs 2 mos

State Registrations27 states

AKAZCACOFLGAIAIDILKSLAMAMDMTNCNJNVNYOHORSCSDTNTXUTWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.