Lannie Wright
Lannie Wright is a registered investment advisor at Nwf Advisory Services INC, based in Carmel Valley, CA, with 42 years of industry experience. Lannie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
13766 Center Street #210, Carmel Valley, CA, 93924
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2018Judgment / Lien
June 2010Customer Dispute
April 2000Judgment / Lien
April 1995Other Business Activities
Lannie is an investment advisor representative with NWF Advisory Group since 2017, dedicating full-time hours. Lannie is also an author, spending about a quarter of their time writing novels, and is the VP of Public Relations for Toastmasters International, spending a few hours per week. Finally, Lannie is a financial professional marketing under the DBA Artisan Partners, dedicating nearly full-time hours.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Whjr Associates
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
American Capital Financial Services, INC.Broker
New York Life Variable Contracts CorporationBroker
State Registrations6 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.