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