Dante Aguirre is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Providence, RI, with 6 years of industry experience. Dante 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
One Citizens Plaza, Floor 9, Providence, RI, 02826
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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
Dante works as an independent travel agent for Clubhouse World Adventures and in guest services for Bob's Discount Furniture Store. These activities take about 10-20% and about a quarter of his time, respectively.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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