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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at The Legacy Collaborative, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John S. Nau
CRD#: 1375273
1580 S. Main St., Suite 201, Boerne, TX 78006
68
Wealthminder
score

John Nau (CRD# 1375273) is an Investment Advisor Representative working at The Legacy Collaborative, Inc. in Boerne, TX and has over 31 years of experience in the finance industry.

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