Robert Dagosta
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
Center Valley, PA
Get directionsHistory
Regulatory History (9)
Customer Dispute
May 2023Customer Dispute
April 2022Customer Dispute
June 2020Regulatory
October 2019Customer Dispute
May 2017Customer Dispute
May 2017Customer Dispute
June 2015Customer Dispute
April 2006Regulatory
August 2003Other 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
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
Martin Financial PlanningBroker
State Registrations12 states
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.