John Anderson
John Anderson is a ChFC-designated registered investment advisor at Modern Capital Advisors, LLC, based in Raleigh, NC, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,561 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
Get directionsHistory
Regulatory History (1)
Financial
April 2020Other Business ActivitiesSells Insurance
John is an insurance agent for Liberty Partners Insurance Services since February 2018, dedicating a few hours per week. He is also an insurance agent for The Annuity & Life Source Inc. since March 2019, dedicating about 10-20% of his time.
Employment History
Current Registrations
Modern Capital Advisors, LLC
Previous Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
First Command Advisory Services
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.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.