CBIZ Investment Advisory Services (CBIZ IAS) offers investment management services to individuals, retirement plans, corporations, and other entities. CBIZ IAS provides access to managed account programs, model portfolios, and financial planning services. CBIZ IAS works with Envestnet and Fidelity to provide investment solutions and custodial services. The InR Team within CBIZ IAS offers investment advisory services on both a wrap-fee and non-wrap fee basis.
Assets Under Management$10B
Clients2,658
Advisors86
Avg. per Client$3.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
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.
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Location
86 Advisors at this firm
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