The Legacy Collaborative, Inc.
The Legacy Collaborative, Inc. (CRD# 114591) is a financial advisory firm headquartered in Boerne, TX. They manage $1,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$1,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Nau (CRD# 1375273) is an Investment Advisor Representative working at The Legacy Collaborative, Inc. in Boerne, TX and has over 32 years of experience in the finance industry.