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Robert Auster

CBIZ Investment Advisory Services, LLC
25 Years of Experience
Phoenix, AZ
Broker
View SEC Summary
View SEC Summary

Robert Auster is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Phoenix, AZ, with 25 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. 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.

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
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4722 North 24th Street, Suite 300, Phoenix, AZ, 85016

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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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Other Business Activities

Robert 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
November 2018 - Present · 7 yrs 11 mos
CBIZ Retirement Plan Advisory Services
October 2017 - Present · 9 yrs
CBIZ Financial Solutions, INC.Broker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
National Planning CorporationBroker
October 2001 - November 2004 · 3 yrs 1 mo
MML Investors Services, INC.Broker
July 2000 - December 2000 · 5 mos
State Registrations27 states
AZCACOCTDCFLGAILINKSMAMDMIMNMONCNHNJNVNYOHPASCTXUTVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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