Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K
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Location

5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Colin is the President of the Enclave Investment Club, dedicating a few hours per week to this role. He receives compensation from the club's investments at the time of sale, similar to other members.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.