Brian Dean is a CFA-designated registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Cleveland, OH, with 29 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,658 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CBIZ Investment Advisory Services offers investment management through various programs:
- Private Wealth Services: Fees range from 0.10% to 2.0% annually, plus fees charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. CBIZ IAS receives an additional management fee of 0.05% for CBIZ Select Portfolios.
- American Funds Managed Portfolios: Fees range from 0.45% to 0.75% annually.
- InR Team Wrap Program: Annual fees range from 0.10% to 2.0% and include trade execution, custody, reporting, and investment advisory fees.
- InR Team Non-Wrap Fee Services: Annual fees range from 0.10% to 2.0%.
Fees are calculated quarterly in advance based on the market value of the account. Prepaid, unearned fees are refunded upon termination.
Location
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131
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Regulatory 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.
Learn about disclosures →Other Business Activities
Brian dedicates a portion of his time to providing non-investment related services for CBIZ, Inc. and its affiliates.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Advisory Services
Previous Registrations
CBIZ Wealth Management, LLC
Gallery Advisors, LLC
Gallery Asset Management
Mid Atlantic Capital CorporationBroker
Mutual Service CorporationBroker
Shearson Lehman Hutton INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.