Assets Under Management
$23.9M
Number of Clients
23
Number of Advisors
22
Average Client AUM
$1.0M
AUM per Advisor
$1.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
CBIZ RPAS offers retirement plan consulting services, including investment management, investment advisory, and brokerage services. They work with plan sponsors to ensure ERISA compliance and meet employee needs. Services include investment reviews, participant education, committee guidance, fee benchmarking, and compliance assistance.
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131