Stephen Vaughn
Stephen Vaughn is a registered investment advisor at American Century Investments Private Client Group, INC., based in Kansas City, MO, with 4 years of industry experience. Stephen 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
4400 Main St, Kansas City, MO, 64111
Get directionsHistory
Regulatory History (2)
Financial
September 2018Financial
October 2016Other Business Activities
Stephen works as a driver for Uber, providing rideshare and delivery services. This takes about half of his time.
Employment History
Current Registrations
American Century Investment Services INC.
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Infinex Investments, 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.