Lantern Wealth Advisors is a registered investment advisor that offers personalized portfolio management, financial planning, and consulting services to individuals, families, trusts, and businesses. The firm provides several investment strategies, including direct indexing for tax-loss harvesting and custom allocations, alongside traditional equity and fixed income management. Clients can choose from discretionary or non-discretionary portfolio management, as well as standalone financial planning and project-based consulting. Lantern Wealth Advisors also offers access to third-party independent portfolio managers and wrap fee programs where execution costs are bundled into a single fee. The firm emphasizes tailored investment policies based on individual risk tolerance, time horizons, and personal goals. Additionally, Lantern Wealth Advisors maintains affiliations with a securities broker-dealer and insurance agencies, through which certain associated persons may offer commission-based products.
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.