Chase Thomas Keeler

American Century Investments Private Client Group, INC.

11 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

American Century Investments Private Client Group, INC.

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 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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4400 Main Street, Kansas City, MO, 64111-7709

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History

Regulatory History (1)

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