Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CBIZ IAS's fees generally range from 0.10% to 2.0% annually, which includes fees payable to CBIZ IAS. Additional program fees are charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. Financial planning services range from $1,000 to $15,000, but custom fee arrangements are available for complex planning needs. Executive financial planning, paid by the employer, is also priced between $1,000 and $15,000 per executive, with custom arrangements possible.
Areas of Practice
Advisor Information
Office location
160 W. Santa Clara Street, Suite 675, San Jose, CA, 95113
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian serves on the board of directors for Blach Construction Company, attending one meeting annually and receiving a small stipend. He also dedicates a portion of his time to providing investment-related services for CBIZ IAS.