Nishann Lanata is a registered investment advisor at Craft Wealth Services, based in Mt Juliet, TN, with 8 years of industry experience. Nishann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based upon factors such as the type of client, the complexity of the client's situation, and the total amount of assets under management for the client.
Fee Estimator
Location
145 Bear Crossing STE 100, Mt Juliet, TN, 37122
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nishann is a partner in Lebanon Sisterhood, a women's event management organization, since March 2024. Nishann spends a few hours per week on event planning, promotion, and social media administration.
Employment History
Current Registrations
Craft Wealth Services
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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