Steven Elefson
Steven Elefson is a registered investment advisor at Visionary Wealth Advisors, LLC, based in Jackson, MO, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B 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 | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.
Fee Estimator
Location
620 W. Jackson Blvd., Jackson, MO, 63755
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the president of the board of directors for Southeast MO Medical Center, INC, and owner of R.O. Mills Management and R.O. Mills Real Estate, LLC. He also works as an agent for PKS Financial selling fixed and traditional insurance products a few hours per week, and as a Wealth Management Advisor for Visionary Wealth Advisors nearly full-time.
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ifs SecuritiesBroker
Cary Street PartnersBroker
Cary Street Partners
Purshe Kaplan Sterling InvestmentsBroker
Viking Wealth Advisors
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations3 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.