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James Grouw

Ibn Advisory Services, INC.
18 Years of Experience
Bluffton, SC
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Grouw is a registered investment advisor at Ibn Advisory Services, INC., based in Bluffton, SC, with 18 years of industry experience. James 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
—
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James owns James L. Van Grouw, LLC, providing tax and accounting services, dedicating nearly full-time hours to this business. He also owns JB Holdings, LLC, a real estate rental company, and spends minimal time on this.

Employment History
Current Registrations
Ibn Advisory Services, INC.
December 2020 - Present · 5 yrs 10 mos
Van Grouw Advisors, LLC
October 2020 - Present · 6 yrs
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
July 2014 - December 2020 · 6 yrs 5 mos
Source Capital Group, INC.Broker
April 2014 - February 2017 · 2 yrs 10 mos
Edi Investment Advisor Corporation
October 2009 - December 2013 · 4 yrs 2 mos
Edi Financial, INC.Broker
May 2009 - April 2014 · 4 yrs 11 mos
Woodbury Financial Services, INC.
June 2008 - May 2009 · 11 mos
Woodbury Financial Services, INC.Broker
May 2008 - May 2009 · 1 yr
Next Financial Group, INC.Broker
December 2007 - May 2008 · 5 mos
State Registrations7 states
ARCOFLGAMONJSC
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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