Bart Kaplow
Bart Kaplow is a ChFC-designated registered investment advisor at Ibn Financial Services, INC, based in Phoenixville, PA, with 56 years of industry experience. Bart 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
Phoenixville, PA
Get directionsHistory
Regulatory History (4)
Regulatory
January 2005Customer Dispute
January 2002Regulatory
March 2000Regulatory
September 1988Other Business ActivitiesSells Insurance
Bart is involved with fixed insurance sales, pre-paid legal services, and a homeowner's association finance committee. He is also associated with Capital Planning Corporation.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
Financial West Group
Financial West GroupBroker
Capital Strategies LimitedBroker
Cardell & Associates, IncorporatedBroker
Lincoln Investment Planning, INC.Broker
Chubb Securities CorporationBroker
Fin-Plan Investments, INC.Broker
Shearson, Hammill & CO., IncorporatedBroker
Baylin Advisors, INC.Broker
Fin-Plan Investments, INC.Broker
State Registrations3 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.