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ChFC

John Anderson

Modern Capital Advisors, LLC
38 Years of Experience
Senoia, GA
1 DisclosureSells Insurance
View SEC Summary
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John Anderson is a ChFC-designated registered investment advisor at Modern Capital Advisors, LLC, based in Senoia, GA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,221 clients with $250M in assets under management.

Modern Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,221 clients
Average Client Portfolio
$209K average
Assets Under Management
$254.8M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable. Modern Capital Advisors may waive its minimum fee or charge a lesser fee based on criteria such as historical relationship, type of assets, and anticipated future additional assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Senoia, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
View Full SEC ReportHow to Read Disclosures
Other 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
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Modern Capital Advisors, LLC
February 2018 - December 2021 · 3 yrs 10 mos
Liberty Partners Financial Services, LLCBroker
February 2018 - October 2025 · 7 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - December 2017 · 9 mos
MML Investors Services, LLC
March 2017 - December 2017 · 9 mos
Msi Financial Services, INC.
October 2016 - March 2017 · 5 mos
Msi Financial Services, INC.Broker
October 2016 - March 2017 · 5 mos
First Command Advisory Services
December 2015 - July 2016 · 7 mos
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.
February 2003 - April 2004 · 1 yr 2 mos
First Command Financial Planning, INC.Broker
March 1988 - July 2016 · 28 yrs 4 mos
State Registrations2 states
GANC
Advisor

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.

Exams
No exam information available for this advisor.
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