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Andrew Vanburen

CBIZ Investment Advisory Services, LLC
33 Years of Experience
West Conshohocken, PA
1 Disclosure
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Andrew Vanburen is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in West Conshohocken, PA, with 33 years of industry experience. Andrew 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 2,850 clients with $13B in assets under management.

CBIZ Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,850 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$12.8B

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.

View Full SEC Brochure

Location

1001 Conshohocken State Road, ste 2-600, West Conshohocken, PA, 19428

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History

Regulatory History (1)
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Criminal
September 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew dedicates the majority of his time to providing non-investment related services for the parent company of the broker-dealer or one or more of its affiliated companies.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
CBIZ Wealth Management, LLC
May 2010 - April 2011 · 11 mos
CBIZ Financial Solutions, INC.Broker
April 2005 - December 2021 · 16 yrs 8 mos
CBIZ Retirement Plan Advisory Services
February 2000 - December 2021 · 21 yrs 10 mos
NFP Securities, INC.Broker
October 1997 - April 2005 · 7 yrs 6 mos
Fortis Investors, INC.Broker
June 1993 - October 1997 · 4 yrs 4 mos
New England SecuritiesBroker
March 1993 - May 1993 · 2 mos
State Registrations1 state
PA
Advisor

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Exams
No exam information available for this advisor.
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