The Legacy Collaborative, Inc.

Overview

The Legacy Collaborative, Inc. is an independent, Texas-registered investment advisory firm that serves individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It also conducts brokerage and insurance activities through registered representative and insurance broker channels. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The Legacy Collaborative is not a multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices