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

4500 Main St, Kansas City, MO, 64111

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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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Other Business Activities

Christian is self-employed in e-commerce, selling items online, primarily trading cards, since 2004. This takes about 10-20% of his time.

Employment History
Current Registrations
American Century Investment Services INC.Broker
September 2014 - Present · 11 yrs 5 mos
American Century Investment Services INC.
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
American Century Private Client Group
October 2017 - May 2018 · 7 mos
State Registrations2 states
MOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christian M Goodman - Financial Advisor | TrueAdvisor