Matthew Janes
Matthew Janes is a CFP-designated registered investment advisor at American Century Investments Private Client Group, INC., based in Leawood, KS, with 25 years of industry experience. Matthew 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
4917 Town Center Dr, Leawood, KS, 66211
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is the Committee Chair for the Rotary Club of Lenexa, a charity organization. He dedicates a few hours per week to this role, some of which occur during trading hours.
Employment History
Current Registrations
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
Previous Registrations
Foresters Financial Services, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Eagle Strategies CORP
Nylife Securities INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
U.S. Bancorp Investments, INC.Broker
Pruco Securities CorporationBroker
Money Concepts Capital CORPBroker
Linsco/private Ledger CORP.Broker
State Registrations51 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.