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Robert Star

24 Years of Experience
3 DisclosuresBroker

Robert Star is a registered investment advisor at Ibn Advisory Services, INC., based in Bluffton, SC, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,524 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,524 clients
Average Client Portfolio
$121K average
Assets Under Management
$184.9M

Fee Structure

Investment management only (planning not offered)

IBN Advisory Services generally charges between 0.50% and 2.00% per year of the market value of your investments. Fees are negotiable and may be higher or lower based on the nature of the account. Factors affecting fee percentages include the size of the account and complexity of asset structures.

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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
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 4 mos
Ibn Financial Services, INC.
February 2017 - Present · 9 yrs 2 mos
Ibn Financial Services, INC.Broker
February 2017 - Present · 9 yrs 2 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.
Robert Star - Financial Advisor | TrueAdvisor