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Your financial journey needs a partner who understands your priorities. You'll find that with the Private Client Group. It's an advisory service where you work one-on-one with a dedicated financial consultant for complete financial planning and advice, along with professional investment management. And it's all for one low fee. Watch to learn more.
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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.
A customized financial plan built upon a partnership with you and deep understanding of your goals.
Ongoing personal attention with regular plan monitoring and portfolio adjustments as needed.
Single, transparent fee—pay only 0.90% of assets for advice and investments, regardless of which portfolio you have.
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.
Speak with a financial consultant to discuss your goals and begin building your plan.
Develop your plan online, then call us to discuss your goals and adjust if needed.
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.