Modern Capital Advisors, LLC

Modern Capital Advisors LLC, located in Raleigh, NC, is a registered investment adviser founded in 2004, specializing in financial planning and asset management services. The firm, formerly known as Liberty Partners Capital Management, LLC, changed its name in March 2021. Modern Capital Advisors offers personalized financial planning services to help clients achieve their long-term financial goals, with fees ranging from $250 to $750 per hour. For asset management services, fees are based on a percentage of assets under management, with rates ranging from 1.25% to 2.0% depending on the account size. The firm manages approximately $285 million in assets as of December 31, 2023, with both discretionary and non-discretionary management options available. Modern Capital Advisors enables representatives to provide personalized investment advisory services, including referral to third-party managers. The firm's primary investment strategy involves strategic asset allocation using a core and satellite approach, with a focus on passively managed index and exchange-traded funds. Clients have the option to impose written restrictions on their accounts, with a minimum account size starting at $5,000. The firm does not use a performance-based fee structure and provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Clients receive quarterly account reports and periodic reviews to ensure alignment with their financial goals and objectives. Modern Capital Advisors prioritizes client interests, maintains a Business Continuity Plan, and upholds an Information Security Program to protect client data and confidentiality. For further information, clients can contact John "Jay" Landsiedel, the Chief Compliance Officer, at 800-440-0442 or via email at [email protected].