James Patrick Winchester
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
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James works as a producer for CBIZ Benefits & Insurance Services, Inc., which is not investment-related. This takes a few hours per week.