Desiree Porter
Desiree Porter is a registered investment advisor at American Century Investments Private Client Group, INC., based in Overland Park, KS, with 4 years of industry experience. Desiree 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
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% |
Fees are not negotiable, but reductions may apply for promotional events, new clients, employee personnel, or client referrals.
Fee Estimator
Location
Overland Park, KS
Get directionsHistory
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 →Employment History
Current Registrations
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
American Century Investment Services INC.
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.
Exams
More Advisors
- Michael Diederich, CFPUmb Private Wealth Management, LLC
- Christopher Ratigan, CFPTwo West Capital Advisors LLC
- Halle Holmes, CFPCreative Planning
- Mitchell Fisher, CFPCreative Planning
- Thomas Elms, CFPTriune Financial Partners, LLC
- Jordan Smith, CFPSound Stewardship, LLC