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

4400 Main Street, Kansas City, MO, 64111-7709

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Regulatory History (1)
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Financial
August 2017
Final
Employment History
Current Registrations
American Century Investment Services INC.
September 2022 - Present · 3 yrs 4 mos
American Century Investments Private Client Group, INC.
September 2022 - Present · 3 yrs 4 mos
American Century Investment Services INC.Broker
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - September 2022 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2019 - September 2022 · 3 yrs 4 mos
American Century Private Client Group
July 2018 - March 2019 · 8 mos
American Century Investment Services INC.Broker
September 2014 - March 2019 · 4 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.