Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
57 advisors
Number of Clients
3,847 clients
Average Client Portfolio
$517K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.90%
$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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Geneva, IL

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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.

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Employment History
Current Registrations
American Century Investment Services INC.Broker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
E*trade Securities LLCBroker
February 2021 - May 2021 · 3 mos
First Analysis Securities CorporationBroker
April 2014 - May 2020 · 6 yrs 1 mo
Cantor Fitzgerald & CO.Broker
October 2013 - May 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - October 2013 · 5 mos
Wedge Securities, LLCBroker
January 2004 - February 2013 · 9 yrs 1 mo
Fulcrum Global Partners LLCBroker
January 2002 - March 2003 · 1 yr 2 mos
Tucker Anthony IncorporatedBroker
November 1999 - November 2001 · 2 yrs
Tucker Anthony Cleary GullBroker
April 1999 - November 1999 · 7 mos
Abn Amro IncorporatedBroker
August 1998 - October 1998 · 2 mos
Abn Amro Chicago CorporationBroker
January 1997 - November 1997 · 10 mos
The Chicago CorporationBroker
June 1996 - January 1997 · 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.