Cbiz Investment Advisory Services, LLC

RIASEC RegisteredEst. 2017

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$4.5M

Accounts

2,850

Employees

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 286002
Registered since: February 8, 2017
Website: www.cbiz.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC., EMPOWER FINANCIAL SERVICES, INC., TIAA ASSET MANAGEMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans63.91%
State / Municipal Government14.31%
Other13.92%
HNWI3.25%
Individuals2.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cbiz Investment Advisory Services, LLC is an SEC-registered limited liability company that began custody in 2017 and operates as a capital allocator to both individual/family and institutional clients. The firm delivers a range of advisory services including financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, advisory services for businesses and institutions, pension consulting support, selection of sub-advisers, and client education through seminars and workshops. Its client billing is flexible: percentage-of-AUM arrangements sit alongside hourly and fixed-fee engagements and other fee structures. The firm reports relationships or affiliations with broker-dealers, other investment advisers, accountants, insurance companies, pension consultants and real estate brokers. Cbiz does not describe itself as an active ESG investor.