Private Client Group

Beyond Services, This Is Personal

Financial relationships require trust that decisions are made in your best interest. Our goals with Private Client Group are to be different and transparent. Our commitment is to provide a financial roadmap for the future that is designed to help you grow and maintain your wealth, and achieve future goals.

Financial Planning and Advice

Financial Planning and Advice

A customized financial plan built upon a partnership with you and deep understanding of your goals.

1-on-1 Relationship

1-on-1 Relationship

Ongoing personal attention with regular plan monitoring and portfolio adjustments as needed.

One Fee for Everything

One Fee for Everything

Single, transparent fee—pay only 0.90% of assets for advice and investments, regardless of which portfolio you have.

Private Client Group also offers:

  • Comprehensive Online Picture: Monitor all your accounts in one place for a clear view of your financial picture.
  • Expert Investment Oversight: Rely on our investment professionals to actively oversee and respond to portfolio risks.
  • Exclusive Events: Enjoy access to exclusive financial education events reserved for valued clients like you.
  • Industry Insights: We'll help you stay informed on market and industry events through our monthly client newsletter and quarterly investment insights.

Speak to a financial consultant1-833-442-2737

The Journey Begins with You

We start with your goals and build a financial plan together. We’ll be with you every step along your journey to monitor and adjust your plan to stay aligned with your goals.

          

          

Two Paths to Start Your Journey

With a Financial Consultant

Speak with a financial consultant to discuss your goals and begin building your plan.

1-833-442-2737

Online

Develop your plan online, then call us to discuss your goals and adjust if needed.

Begin Online

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 Personal Financial Solutions, 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.