American Century Investments — Private Client Group

The Private Client Group is our premium advice service that's dedicated to helping you reach your financial goals. It's an exclusive service reserved for clients who are looking for more than investments. When you need in-depth financial planning and candid advice to help for the next leg of your journey, the Private Client Group is here for you.

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Private Client Group Offers:

  • Candid Financial Advice
  • Expert Lens to Your Portfolio
  • Transparent Interactions

The way you've managed your money has opened up your possibilities. Now you need to know that your finances will support what's most important to you.

 

Genuine advice and in-depth planning for your journey

Advice

Second-opinions, sounding boards or honing what matters most—expect candor about where you are now and what comes next. It's personal advice to help you know you're on the right path.

Direction

A financial consultant will work with you to understand your needs, then build a well-defined plan to help you move forward.

Partner

You receive discretionary advice that focuses on your financial success. You enjoy the journey.

Staying true means our Journey Portfolios are managed to help clients achieve their priorities.

 

Portfolio management by top investment professionals

Expertise

American Century's investment professionals actively manage the portfolios. Market analysis, insight and years of experience help keep each portfolio true to its strategy.

Integrity

Our investment professionals follow tried and true principles when managing the assets, focusing on results to reach the portfolios' objectives.

Reinforcement

Professional portfolio management gives clients more time to enjoy today's moments while the experts keep watch on these portfolios.

Trusting someone with your finances takes courage—unless you choose a partner that's committed to doing what's best for clients.

 

Straightforward, personal attention and clear pricing

Straightforward

Your success is the focus in all interactions. You'll experience it in the personal attention you receive and how we manage your money.

Connected

You receive regular communication, including updates about your progress and any changes that may affect your portfolio.

Clear

Unlike other advisors, we charge one fee that covers both portfolio management and advice. 0.90% pays for both.*

 

Enjoy Clear Pricing

With other advisors, you pay two fees: one for advice and one for portfolio management. You may have to read the fine print to discover exactly what you will pay. The Private Client Group is different. We charge one transparent fee—it covers both advice and the underlying investments. And, it's likely lower than what you may pay for some investments alone.
 

How Our Fee Works

Our one-fee approach is unique in the industry. That also means we jump through a few hoops to make it happen. Because investment products have built in portfolio management costs, they are automatically charged. At the end of each quarter, you get reimbursed for the portfolio management fee with a deposit back into your account. Your net fee remains .90%.*

Fee Type Industry Example Private Client Group
Advice 1.05% 0.90%
Portfolio Management 0.30% N/A
Total 1.35% 0.90%

Industry examples are hypothetical and do not represent a specific advice firm or investment product. The average advisor fee for $250,000 in assets is 1.07%; for $100,000 in assets it is 1.12%. Source: Advisor HQ Report, 2018-2019. Portfolio management fees can range from .10% to 2.00%. Source: Investopedia, 2018.

Experience Personal Attention

Work personally with our financial consultants for advice and precise financial planning. However, it's not a one-time experience. You'll receive regular communication about your progress, your investments and your plan.

Private Client Group clients receive:

  • Straightforward advice and a detailed financial plan
  • Dedicated service team for your day-to-day account needs
  • Quarterly check-ups and ongoing holistic financial planning
  • Personalized Client Portal that lets you link other accounts to view all your assets in one place and check your progress anytime
  • Invitations to exclusive events reserved for Private Client Group clients

Clients with $250k and above at American Century work with a dedicated financial consultant, and clients with $100-250k are covered by a team of financial consultants.

Apply Expertise to Your Investments

Enjoy access to exclusive investment portfolios, only available through the Private Client Group. Five risk-based model portfolios were specially designed for our premium advisory service.

Our expert investment managers actively manage the portfolios making tactical moves when necessary. They're professionals who are committed to getting results.

You'll also receive personalized performance reporting of your investments.

Exclusive access to one of five risk-based portfolios

Stay True to Your Priorities

The Private Client Group helps you stay true to your journey by offering our highest level of service. Expect our best.

          

 

Personal attention that's focused on your needs and ultimately, your success.

 

Advisory services that are aimed at helping you achieve your financial goals.

 

Transparent communication about your progress and what it takes to stay true to your journey.

Ready for the next leg on your financial journey?

Get Started

For more information or to get started, call 844-4AM-CENTURY or

Request a Call

Still have questions?

*

Annual Investment Advisory Fee is 0.90% for balances $5 million and under and 0.70% for balances over $5 million. American Century Private Client Group charges a single annual fee based on the value of your assets under management with us. The single fee includes our Private Client Solutions, along with any underlying trading costs, commissions, and custody services related to our recommendations. American Century Investments' financial consultants do not receive a portion, or a range of the advisory fee paid by clients. Client-oriented trades outside of our recommendations and other activities like wire transfer fees, may result in additional cost. 

Private Client Group advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. This service is generally for clients with a minimum $100,000 investment. Call us to determine the level of service that is appropriate for you. The advisory service provides discretionary investment management for a fee. All investing involves risk.