John Nau
Advisor at The Legacy Collaborative, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Legacy Collaborative, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Legacy Collaborative, Inc.
Location
San Antonio, TX 78231-1248
Credentials
Series 63
Industry experience
40 years
John Nau is a financial advisor with The Legacy Collaborative, Inc. in San Antonio, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with The Legacy Collaborative since 1997 and is also affiliated with World Equity Group since 2015. Outside of his advisory role, Nau serves as co-trustee of a special needs trust and is involved in several insurance-related enterprises, including serving on the board of a life insurance producer group. The Legacy Collaborative is a small, fee-based advisory firm serving primarily high-net-worth individuals, corporations, and various types of trusts and charitable organizations. The firm focuses on financial planning and portfolio management, often assisting clients in selecting professional portfolio managers rather than managing discretionary accounts directly.
Based on The Legacy Collaborative, Inc.
Based on The Legacy Collaborative, Inc.
Mr. Nau may earn 12(b)-1 fees and commissions as a registered representative of a broker dealer (World Equity Group). Commissions may be earned if clients implement plans through WEG or insurance products.
Hourly rates range between $500 - $1,000 and billed as services occur.
Account minimum: $100,000 to $500,000 depending on the investment objectives and Portfolio Managers chosen by the Client Fee-only: Financial planning fees ranging from $1,000 to $120,000 depending on client's income and net worth; hourly rates from $500 to $1,000 per hour.
3512 Paesanos Parkway, Suite 200
San Antonio, TX 78231-1248
Texas
World Equity Group
2015 - Present (11 years)
The Legacy Collaborative, Inc.
1997 - Present (29 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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