JR
CFP
JR
CFP

John Rinker

13 Years of Experience
Atlanta, GA
Sells Insurance

John Rinker is a CFP-designated registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 362 clients with $800M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
362 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$799.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.40%
$5.0M - $10.0M1.30%
$10.0M - $25.0M1.20%
$25M+1.00%

Fees may be negotiable at the sole discretion of the advisor. Certain clients may have a fixed annual fee or different fee schedule.

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

2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John has been a GA insurance agent offering various types of insurance products since 2018. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Veracity Capital LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Independent Financial Group, LLCBroker
January 2019 - May 2019 · 4 mos
F3logic, LLC
September 2018 - December 2019 · 1 yr 3 mos
The Ayco Company,l.p.
July 2013 - August 2018 · 5 yrs 1 mo
Mercer Allied Company, L.P.Broker
June 2013 - August 2018 · 5 yrs 2 mos
State Registrations2 states
GATX
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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