TrueAdvisor
TrueAdvisor
EE
CFA
EE
CFA

Eric Michael Endress

CBIZ Investment Advisory Services, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
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

6801 Brecksville Rd, Door N, Independence, 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
March 2018 - Present · 7 yrs 11 mos
CBIZ Retirement Plan Advisory Services
July 2006 - Present · 19 yrs 7 mos
Previous Registrations
CBIZ Wealth Management, LLC
May 2010 - April 2011 · 11 mos
CBIZ Financial Solutions, INC.Broker
January 2006 - December 2021 · 15 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.