Nathan Legrand
Nathan Legrand is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Raleigh, NC, with 30 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.
Location
4270 the Circle at North Hills Street, Suite 200, Raleigh, NC, 27609
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 ActivitiesSells Insurance
Nathan is an insurance agent since 1995, dedicating a few hours per week to insurance sales. He also manages rental real estate through N&D Enterprises, LLC, spending minimal time on it, and is president of CenterPoint Financial Group, which takes full-time hours. Additionally, Nathan is a board member for Papillion Community Schools Foundation, and Lecats, LLC owns a rental property, and LeGrand 5, LLC is a holding company for personal investments and real estate holdings.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Org Partners
Wealthshield Partners, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Bfp Financial Partners, INC.Broker
Equity Brokerage Services, INC.Broker
Ameritas Investment CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.