Eugene Lanton
Eugene Lanton is a registered investment advisor at Lantern Wealth Advisors, LLC, based in Melville, NY, with 49 years of industry experience. Eugene 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 (1)
Customer Dispute
October 1992Other 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
Herold & Lantern Investments, INC.
Herold & Lantern Investments, INC.Broker
Previous Registrations
Kirlin Securities INC.Broker
A. F. Green & Company, INC.Broker
Brodis Securities IncorporatedBroker
M V Securities, INC. INC.Broker
State Registrations26 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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