Cbiz Wealth Management, LLC is a large advisory firm based in Cleveland. It manages $396.58 million of regulatory assets for 889 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Arkansas, California, and 23 other states.
Cbiz Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cbiz Wealth Management, LLC is $396.58 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cbiz Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Luke Flagg Baum has been acting as President since 1 Feb 2010. Christopher Brett Darcy has served as the Chief Investment Officer since 1 Feb 2010. Inc. Cbiz Operations joined the executive team most recently as the Parent Company.
The principal office where Cbiz Wealth Management, LLC performs its advisory services is located at 6050 Oak Tree Blvd., Suite 500, Cleveland, OH 44131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-447-9000 or by fax 216-447-9007. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cbiz.com.