Aaron Jeffers
Aaron Jeffers is a registered investment advisor at Money Concepts Advisory Service, based in Saint Peters, MO, with 8 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
5600 Mexico Road, Ste.1, Saint Peters, MO, 63376
Get directionsHistory
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 Activities
Aaron operates a Money Concepts Center through FCNB Investment Services, dedicating full-time hours to this role. He also serves as President of Free to Live Ministry and promotes his book, spending minimal time on these non-investment related activities.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations14 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.
Exams
More Advisors
- Robert White, CFPMoney Concepts Advisory Service
- Michael MomenoMoney Concepts Advisory Service
- Benjamin Hoeft, ChFCMoney Concepts Advisory Service
- Kenny ParkerMoney Concepts Advisory Service
- Amy Oneill, CFPRaymond James Financial Services Advisors, INC
- Aaron Longenecker, CFPRaymond James Financial Services Advisors, INC