Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
57 advisors
Number of Clients
3,847 clients
Average Client Portfolio
$517K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.90%
$5M+0.70%

Advisory Fee is not negotiable, but American Century Investments Private Client Group reserves the right to reduce the Advisory Fee at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

American Century Investments Private Client Group charges a single annual fee based on the value of your assets under management: 0.90% on the first $5 million and 0.70% on amounts over $5 million. This fee includes investment management, trading costs, commissions, and custody services. The fee is calculated and deducted quarterly in advance. There is a minimum relationship size of $50,000, but this may be reduced or waived at the firm's discretion.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

Geneva, IL

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
American Century Investment Services INC.Broker
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
E*trade Securities LLCBroker
February 2021 - May 2021 · 3 mos
First Analysis Securities CorporationBroker
April 2014 - May 2020 · 6 yrs 1 mo
Cantor Fitzgerald & CO.Broker
October 2013 - May 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2013 - October 2013 · 5 mos
Wedge Securities, LLCBroker
January 2004 - February 2013 · 9 yrs 1 mo
Fulcrum Global Partners LLCBroker
January 2002 - March 2003 · 1 yr 2 mos
Tucker Anthony IncorporatedBroker
November 1999 - November 2001 · 2 yrs
Tucker Anthony Cleary GullBroker
April 1999 - November 1999 · 7 mos
Abn Amro IncorporatedBroker
August 1998 - October 1998 · 2 mos
Abn Amro Chicago CorporationBroker
January 1997 - November 1997 · 10 mos
The Chicago CorporationBroker
June 1996 - January 1997 · 7 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.