American Century Investments Private Client Group, INC.
Assets Under Management
$2.0B
Number of Clients
3,847
Number of Advisors
57
Average Client AUM
$517K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)
About This Firm
The firm provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Services include portfolio monitoring, rebalancing, tax loss harvesting, and access to mutual funds and ETFs managed by American Century Investment Management, Inc.
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
Location
4400 Main Street, Kansas City, MO, 64111-7709