Robert Fischgrund
Robert Fischgrund is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Kansas City, MO, with 35 years of industry experience. Robert 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
700 West 47th Street, Suite 1100, Kansas City, MO, 64112
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Advisory Services
Previous Registrations
CBIZ Wealth Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
CBIZ Financial Solutions, INC.
Carillon Investments, INC.Broker
Bma Financial Services, INC.Broker
State Registrations13 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.