CBIZ Investment Advisory Services, LLC
Assets Under Management
$10.5B
Number of Clients
2,658
Number of Advisors
78
Average Client AUM
$3.9M
AUM per Advisor
$134.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CBIZ Investment Advisory Services, LLC (CBIZ IAS) offers investment management services to individuals, pension and profit-sharing plans, corporations, trusts, endowments, and government entities. Services include private wealth management, third-party strategist portfolios, separately managed accounts, unified managed accounts, custom models, and American Funds managed portfolios. CBIZ IAS also provides institutional investment advisory and consulting services, and retirement plan services.
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
Location
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131