Cbiz Investment Advisory Services, LLC

CBIZ Investment Advisory Services, LLC's InR Team offers investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, endowments, and government entities. The firm specializes in discretionary investment management through its Wrap Program, offering services for a negotiable annual fee ranging from 0.10% to 2.0%. Clients have the option to engage the InR Team on a wrap fee basis, granting discretionary authority for securities trading. The minimum initial investment is typically $50,000, but this requirement can be waived based on certain criteria. The InR Team does not provide financial planning or estate planning services. The firm's investment strategies include long-term purchases and fundamental analysis. Clients are charged fees based on a percentage of assets under management, with fees varying based on factors such as account size and complexity. The InR Team does not charge performance-based fees and does not vote client proxies. Clients have access to portfolio managers and receive ongoing account reviews. The InR Team participates in the Schwab Institutional program, receiving benefits from Schwab for custody and brokerage services. The firm's financial condition is stable, with no financial impairments or bankruptcy history. The InR Team operates under a Code of Ethics and does not compensate individuals for client referrals.