Assets Under Management
$2.0B
Number of Clients
3,847
Number of Advisors
57
Average Client AUM
$517K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)
American Century Investments Private Client Group offers discretionary investment management and financial planning services. They provide access to mutual funds and ETFs, portfolio monitoring, tax loss harvesting, and personalized financial advice. Recommendations are limited to American Century and Avantis funds.
| 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