Steven Gum
Steven Gum is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Mountain Grove, MO, with 8 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
9807 E 20th St, Mountain Grove, MO, 65711
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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 Gum Investments LLC, which owns the commercial property where his agency is located, and a board member/deacon at Mountain Grove First Christian Church. He also owns Steven Gum's Insurance Agency as an agent for State Farm and is a partner/VP at Ozark Mountain Fitness, LLC, spending about half his time on the insurance agency and about a quarter of his time at the fitness business.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations1 state
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