David Stephen Tondreault
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $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
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
Advisor Information
Office location
St. Petersburg, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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