American Century Investments Private Client Group provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. They offer ongoing investment management, access to mutual funds and ETFs, portfolio monitoring and rebalancing, tax loss harvesting, financial planning, and access to financial advisors. Recommendations are limited to American Century and Avantis funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.70% |
The Advisory Fee is not negotiable, but American Century Investments Private Client Group reserves the right to reduce the Advisory Fee at its discretion, including for promotional events, new clients, and/or to our current clients for referrals. The fee rate also may be reduced for personnel (including current and former employees and consultants (and members of their same household)) of American Century Investments Private Client Group and its affiliates.