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ChFC

Robert Dagosta

Ibn Financial Services, INC
36 Years of Experience
Center Valley, PA
9 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Dagosta is a ChFC-designated registered investment advisor at Ibn Financial Services, INC, based in Center Valley, PA, with 36 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.

Ibn Financial Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
519 clients
Average Client Portfolio
$169K average
Assets Under Management
$87.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.

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

Center Valley, PA

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2023
Settled
Customer Dispute
April 2022
Settled
Customer Dispute
June 2020
Settled
Regulatory
October 2019
Final
Customer Dispute
May 2017
Withdrawn
Customer Dispute
May 2017
Settled
Customer Dispute
June 2015
Award / Judgment
Customer Dispute
April 2006
Denied
Regulatory
August 2003
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert sells fixed insurance products and Medicare Supplement insurance. He is also a partner in a partnership, an LLC member investing in real estate, and a co-owner of rental property.

Employment History
Current Registrations
Ibn Financial Services, INC
August 2019 - Present · 7 yrs 2 mos
Ibn Financial Services, INC.
August 2019 - Present · 7 yrs 2 mos
Ibn Financial Services, INC.Broker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
August 2004 - July 2019 · 14 yrs 11 mos
Berthel, Fisher & Company Financial Services, INC.Broker
August 2004 - July 2019 · 14 yrs 11 mos
Mony Securities Corporation
July 2002 - August 2004 · 2 yrs 1 mo
Mony Securities CorporationBroker
April 1990 - August 2004 · 14 yrs 4 mos
The Mutual Life Insurance Company of New YorkBroker
April 1990 - October 1990 · 6 mos
Martin Financial PlanningBroker
November 1989 - March 1990 · 4 mos
State Registrations12 states
AZCADEFLGAMNNJNYPASCTXWI
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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