Katherine Carter
Katherine Carter is a registered investment advisor at American Century Investments Private Client Group, INC., based in Kansas City, MO, with 30 years of industry experience. Katherine 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $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
Location
Kansas City, MO
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Regulatory History (1)
Customer Dispute
March 2024Employment History
Current Registrations
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
American Century Investment Services INC.
Previous Registrations
American Century Advisory Services, INC.
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.