Michael Paul Ziccardi

CBIZ Investment Advisory Services, LLC

21 Years of Experience

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Firm Information

CBIZ Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

78 advisors

Number of Clients

2,658 clients

Average Client Portfolio

$3.9M average

Assets Under Management

$10.5B

Fee Structure

Minimum Investment:$10K

Financial Plan Fee:$1,000 - $15,000

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

6801 Brecksville Rd, Independence, OH, 44131

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Regulatory History (1)

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