Valerie Brennan
Valerie Brennan is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Indianapolis, IN, with 27 years of industry experience. Valerie 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 2,658 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3925 River Crossing Pkwy, #100, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Valerie is an independent insurance agent selling insurance products, dedicating minimal time to this activity. She is also a principal at a wealth management team and Somerset CPAs, P.C., focusing on financial and estate planning, tax planning, and financial statement reporting, which takes up a significant amount of her time. Valerie is also a CPA at CBIZ, Inc.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Huntleigh Advisors, INC.
Wolfrum and CO.
Huntleigh Securities CorporationBroker
Noyes Advisors LLC
Somerset Cpas, P.C.
David A. Noyes & CompanyBroker
David A. Noyes & Company
Somerset Cpas, P.C.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
1st Global Capital CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.