How does the advisor help clients – Key Takeaways:
American Century Investments Private Client Group, Inc. is a trusted financial services firm that offers a variety of services to help clients achieve their financial goals. Their team of experienced advisors work closely with clients to create customized investment strategies that align with their specific needs and objectives.
They provide a range of financial services including investment management, retirement planning, estate planning, tax planning, and more. Their main focus is on helping clients build and preserve wealth in a way that is sustainable and secure.
To ensure that each client receives the best possible care, American Century Investments Private Client Group, Inc. has a rigorous selection process for their advisors. They only hire individuals with extensive knowledge and experience in the financial industry, as well as a strong commitment to helping others succeed.
Facts and Insights
Here are some key facts and insights about American Century Investments Private Client Group, Inc.:
- Founded: 1958
- Number of Advisors: Over 150
- Assets Under Management: $19 billion
- Services Offered: Investment management, retirement planning, estate planning, tax planning, and more
- Client Types: Individuals, families, and institutions
- Time in Business: Over 60 years
- Location: Headquarters in Kansas City, Missouri with offices nationwide
Financial Services Offered
American Century Investments Private Client Group, Inc. offers a comprehensive range of financial services to help clients reach their financial goals. These include:
- Investment Management: Their team of advisors work closely with clients to create customized investment strategies based on their risk tolerance, time horizon, and financial goals.
- Retirement Planning: They provide guidance on retirement planning, including how to save and invest for retirement, how to generate retirement income, and more.
- Estate Planning: Their advisors can assist with creating an estate plan that ensures a smooth transfer of assets to heirs and minimizes tax obligations.
- Tax Planning: They offer tax planning services to help clients minimize their tax liability and make the most of their investment strategies.
- Insurance Services: American Century Investments Private Client Group, Inc. also offers insurance options to protect clients and their families in the event of unforeseen circumstances.
Client Types
American Century Investments Private Client Group, Inc. serves a wide range of clients, including:
- Individuals: They work with individuals to help them reach their personal financial goals, whether it’s saving for retirement, purchasing a home, or starting a business.
- Families: Their advisors provide comprehensive financial planning services to help families secure their financial future.
- Institutions: They also work with institutional clients, such as foundations, endowments, and non-profit organizations, to help manage their investments and assets.
Fees & Compensation
American Century Investments Private Client Group, Inc. operates on a fee-based structure, meaning they are compensated based on a percentage of the assets they manage for clients. This aligns their interests with those of their clients since their compensation is directly tied to the success of their clients’ investments.
Background
American Century Investments Private Client Group, Inc. was founded in 1958 by James E. Stowers Jr. and his wife Virginia, with the aim of helping Americans build and preserve wealth for a more secure future. Today, the firm remains committed to this mission and has grown to become one of the most respected financial services firms in the industry.
The company prides itself on its culture of integrity, trust, and excellence. They believe in taking a holistic approach to financial planning and always putting their clients’ best interests first.
Financial Advisor Disclosures to Know
American Century Investments Private Client Group