Peter Lantz
Peter Lantz is a registered investment advisor at Ae Wealth Management, LLC, based in Dartmouth, MA, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
352 Faunce Corner Rd, Dartmouth, MA, 02747
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2010Other Business ActivitiesSells Insurance
Peter is the Vice President of Arbor Insurance Brokerage, Inc. DBA USA Wealth Group, Inc., focusing on insurance sales and services full-time. He also owns The Lantz Family Agency, Inc. (home and auto insurance) and works as a real estate broker for USA Realty Group, Inc., dedicating minimal time to each. Peter is also a volunteer firefighter, spending a few hours per week on this activity.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Horace Mann Investors, INC.Broker
Pruco Securities, LLC.Broker
State Registrations1 state
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.