Overview
- Headquarters
- Melville, NY
- Total Firm Assets
- $320 million
- Average High-Net-Worth Client Portfolio Size
- $3.9 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: ADV PART 2A (2026-08-18)
· View brochure text
Latest filing: LANTERN WEALTH ADVISORS APPENDIX 1 - WRAP BROCHURE (2026-08-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000 | 2.50% |
| $50,001 | $100,000 | 2.25% |
| $100,001 | $250,000 | 2.00% |
| $250,001 | $500,000 | 1.75% |
| $500,001 | $1,000,000 | 1.65% |
| $1,000,001 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $18,000 | 1.80% |
| $5 million | $78,000 | 1.56% |
| $10 million | $153,000 | 1.53% |
| $50 million | $753,000 | 1.51% |
| $100 million | $1,503,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 73.29%
- Number of High-Net-Worth Clients
- 60
- Total Client Accounts
- 398
- Discretionary Accounts
- 381
- Non-Discretionary Accounts
- 17
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 147420
- ADV PART 2A (2026-08-18) (fee schedule source) · View brochure text
- LANTERN WEALTH ADVISORS APPENDIX 1 - WRAP BROCHURE (2026-08-18) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗