Lantern Wealth Advisors, LLC

Lantern Wealth Advisors, LLC, established in September 2008, is a registered investment adviser offering services to individuals, trusts, estates, corporations, and other entities. The firm provides various advisory services, including The Lighthouse Plan, The Lantern Select Plan, The Lantern Advisor Select Plan, financial planning, and consulting. Clients can expect continuous advice tailored to their needs, with options for discretionary or non-discretionary account management. Lantern Wealth Advisors charges fees based on a percentage of assets under management, with minimum initial investments required. The firm may receive compensation from affiliated entities for the sale of securities or insurance products, creating potential conflicts of interest. Clients' assets are held with qualified custodians, and Lantern Wealth Advisors exercises limited custody over client funds for fee deductions. The firm does not vote proxies for clients and does not have any financial commitments that could impact client services. Clients are encouraged to review account statements for accuracy and compare reports provided by the firm with those from custodians. Lantern Wealth Advisors follows a Code of Ethics and acts as a fiduciary, aiming to provide best execution for client transactions. The firm's investment strategies include long-term purchases, short-term purchases, trading, and more, with a focus on risk management and client objectives.