| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $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.
4400 Main Street, Kansas City, MO, 64111-7709
Get directionsNo 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 →Austin works as a Personal Care Attendant for Acumen Fiscal Agent, providing care to individuals with autism since March 2021. This takes about a third of Austin's time.