CBIZ Retirement Plan Advisory Services
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
CBIZ Retirement Plan Advisory Services (CBIZ RPAS) primarily advises retirement plans like 401(k)s and pensions for corporations, nonprofits, and government entities. CBIZ RPAS offers services such as investment advice, investment management, and brokerage services. CBIZ RPAS helps plan sponsors ensure their retirement plans comply with federal retirement plan rules and meet the needs of employees. CBIZ RPAS also provides employee education and advice through printed materials, consultations, and technology-based solutions.
Assets Under Management$8.9M
Clients11
Advisors22
Avg. per Client$810K
Avg. per Advisor$400K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees range from 0.01% to 0.75% and are negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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