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Steven M. Elefson
First Vice President, Investments
120 East Washington St
Jackson, MO 63755
Phone: 573-243-9018
Fax: 573-243-9027
Toll-Free: 800-431-7583
Contact Us
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ServicesWe offer our clients a choice of working in a traditional commission- or fee-based* investment account.
We offer comprehensive financial planning as part of our investment accounts.
We offer fee only based financial planning.
We typically offer individual securities, mutual funds and the services of private money management firms to meet our client’s investment needs.
We offer insurance products to the extent they enable us to meet the long term wealth strategy needs of our clients such as life, disability and long term care.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
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