CG
CG

Christian Goodman

12 Years of Experience
Kansas City, MO
Broker

Christian Goodman is a registered investment advisor at American Century Investments Private Client Group, INC., based in Kansas City, MO, with 12 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,107 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
4,107 clients
Average Client Portfolio
$568K average
Assets Under Management
$2.3B

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%

Fees are not negotiable, but reductions may apply for promotional events, new clients, employee personnel, or client referrals.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

4500 Main St, Kansas City, MO, 64111

Get directions

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.

Learn about disclosures →
Other Business Activities

Christian is self-employed in e-commerce, selling items online, primarily trading cards, since 2004. This takes about 10-20% of his time.

Employment History
Current Registrations
American Century Investment Services INC.Broker
September 2014 - Present · 12 yrs 1 mo
American Century Investment Services INC.
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
American Century Private Client Group
October 2017 - May 2018 · 7 mos
State Registrations2 states
MOTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors