John Rogers is a registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $700M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
John is a licensed insurance agent and principal with Veracity Capital Risk Management LLC, offering insurance products that may present a conflict of interest. He also offers tax preparation and planning services through Veracity Capital Tax Advisors, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Veracity Capital LLC
Previous Registrations
Compass Securities CorporationBroker
F3logic, LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.