Eugene David Lanton

Lantern Wealth Advisors, LLC

48 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

35 Pinelawn Road, Suite 101E, Melville, NY, 11747

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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

October 1992

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Eugene works as a registered investment advisor representative with Lantern Wealth Advisors, LLC. This requires minimal time each month.

Employment History

Current Registrations

Lantern Wealth Advisors, LLC

March 2015 - Present · 10 yrs 11 mos

Herold & Lantern Investments, INC.

October 1993 - Present · 32 yrs 4 mos

Herold & Lantern Investments, INC.Broker

October 1993 - Present · 32 yrs 4 mos

Previous Registrations

Kirlin Securities INC.Broker

October 1988 - October 1993 · 5 yrs

A. F. Green & Company, INC.Broker

December 1985 - October 1988 · 2 yrs 10 mos

Brodis Securities IncorporatedBroker

February 1978 - January 1986 · 7 yrs 11 mos

M V Securities, INC. INC.Broker

March 1977 - March 1978 · 1 yr

State Registrations26 states

CACTDCDEFLGAHIIDILKSLAMAMDMINCNHNJNYOHORPASCTXUTVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.