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BJ
BJ
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
CBIZ Investment Advisory Services, LLC
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

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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Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Gavion, LLC
October 2013 - December 2019 · 6 yrs 2 mos
Consulting Services Group, LLC
May 2004 - September 2013 · 9 yrs 4 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.