Michael Ziccardi
Michael Ziccardi is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Independence, OH, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.
Fee Estimator
Location
6801 Brecksville Rd, Independence, OH, 44131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2011Other Business Activities
Michael dedicates a portion of his time to providing non-investment related services for CBIZ Inc. and its affiliated entities.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
Previous Registrations
Millennium Investment and Retirement Advisors, LLC
NFP Securities, INC.
CBIZ Financial Solutions, INC.
Gallery Asset Management
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.
Exams
More Advisors
- Eric Endress, CFACBIZ Investment Advisory Services, LLC
- Robert Lambert, CFA
- Robert Ross, CFPAmeriprise Financial Services, LLC
- Michael Doherty, CFAPrasad Wealth Partners
- Christine Kalt, CFA, CFPGatepass Capital, LLC
- Alec Acampora, ChFCIndependence Wealth Advisors, LLC