Amy Alley is a registered investment advisor at American Century Investments Private Client Group, INC., based in Leawood, KS, with 25 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,847 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
61 advisors
Number of Clients
3,847 clients
Average Client Portfolio
$517K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.90%
$5M+0.70%

The Advisory Fee is not negotiable, but American Century Investments Private Client Group reserves the right to reduce the Advisory Fee at its discretion, including for promotional events, new clients, and/or to our current clients for referrals. The fee rate also may be reduced for personnel (including current and former employees and consultants (and members of their same household)) of American Century Investments Private Client Group and its affiliates.

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

4917 Town Center Drive, Leawood, KS, 66211

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History

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 Investments Private Client Group, INC.
November 2017 - Present · 8 yrs 5 mos
American Century Investment Services INC.Broker
February 2008 - Present · 18 yrs 2 mos
American Century Investment Services INC.
February 2008 - Present · 18 yrs 2 mos
Previous Registrations
American Century Advisory Services, INC.
June 2009 - December 2012 · 3 yrs 6 mos
American Century Brokerage, INC.Broker
June 2009 - December 2012 · 3 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
January 2002 - January 2007 · 5 yrs
Metlife Securities INC.Broker
January 2002 - January 2007 · 5 yrs
American Century Investment Services INC.Broker
October 1996 - August 1998 · 1 yr 10 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.