Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
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%

Fees may be reduced at the firm's discretion for promotional events, new clients, referrals, and personnel 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 3 mos
American Century Investment Services INC.
February 2008 - Present · 18 yrs
American Century Investment Services INC.Broker
February 2008 - Present · 18 yrs
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
Metlife Securities INC.Broker
January 2002 - January 2007 · 5 yrs
Metropolitan Life Insurance CompanyBroker
January 2002 - January 2007 · 5 yrs
American Century Investment Services INC.Broker
October 1996 - August 1998 · 1 yr 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.