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Robin Runco

Ip Financial Advisory Services LLC
33 Years of Experience
Rochester, MI
5 Disclosures
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Robin Runco is a registered investment advisor at Ip Financial Advisory Services LLC, based in Rochester, MI, with 33 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

543 N Main Office, Suite 413, Rochester, MI, 48307

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History

Regulatory History (5)
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.
Regulatory
January 2024
Final
Judgment / Lien
March 2023
Customer Dispute
June 2020
Settled
Employment Separation After Allegations
May 2019
Customer Dispute
August 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robin owns rental property and operates The Johnson Group Financial as a financial advisor since 2019. Working as a financial advisor takes about a quarter of Robin's time.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Creative Financial Designs, INC.
March 2020 - November 2021 · 1 yr 8 mos
Cfd Investments, INC.Broker
January 2020 - November 2021 · 1 yr 10 mos
J.W. Cole Financial, INC.Broker
July 2019 - July 2019 · 0 mos
Wells Fargo Clearing Services, LLCBroker
August 2015 - June 2019 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLC
August 2015 - June 2019 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - August 2015 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - August 2015 · 9 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2001 - June 2006 · 4 yrs 10 mos
Fahnestock & CO. INC.Broker
January 1999 - September 2001 · 2 yrs 8 mos
First of Michigan CorporationBroker
March 1993 - January 1999 · 5 yrs 10 mos
Mariner Financial Services, INC.Broker
August 1992 - February 1993 · 6 mos
State Registrations2 states
FLMI
Advisor

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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