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Robert Star

Ibn Advisory Services, INC.
24 Years of Experience
Bluffton, SC
3 DisclosuresBroker
View SEC Summary
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Robert Star is a registered investment advisor at Ibn Advisory Services, INC., based in Bluffton, SC, with 24 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $70M in assets under management.

Ibn Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
197 clients
Average Client Portfolio
$354K average
Assets Under Management
$69.8M

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 vary from 0.50% to 2.00% per year based on account size and complexity. Fees above 2.00% require compliance approval.

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

Location

29 Plantation Park Dr, STE 804, Bluffton, SC, 29910

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History

Regulatory History (3)
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
October 2020
Settled
Customer Dispute
April 2016
Award / Judgment
Customer Dispute
March 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a partner and 50% owner of Star Vangrouw, LLC, providing tax preparation and bookkeeping services, dedicating minimal time. He is also a passive owner of an office condo, spending minimal time on this activity as well.

Employment History
Current Registrations
Ibn Advisory Services, INC.
December 2020 - Present · 5 yrs 10 mos
Ibn Financial Services, INC.
February 2017 - Present · 9 yrs 8 mos
Ibn Financial Services, INC.Broker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Starvangrouw Financial
February 2014 - December 2020 · 6 yrs 10 mos
Source Capital Group, INC.Broker
January 2014 - February 2017 · 3 yrs 1 mo
Edi Investment Advisor Corporation
July 2009 - December 2013 · 4 yrs 5 mos
Edi Financial, INC.Broker
May 2009 - January 2014 · 4 yrs 8 mos
Woodbury Financial Services, INC.
May 2008 - May 2009 · 1 yr
Woodbury Financial Services, INC.Broker
May 2008 - May 2009 · 1 yr
Next Financial Group, INC.
January 2008 - May 2008 · 4 mos
Next Financial Group, INC.Broker
October 2007 - May 2008 · 7 mos
Aig Financial Advisors, INC.Broker
April 2007 - September 2007 · 5 mos
The Benchmark Company, LLCBroker
December 2002 - October 2005 · 2 yrs 10 mos
Worldco, L.L.C.Broker
November 2001 - April 2002 · 5 mos
Ndb Capital Markets, LPBroker
January 2001 - August 2001 · 7 mos
Painewebber IncorporatedBroker
September 1999 - January 2001 · 1 yr 4 mos
State Registrations1 state
SC
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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