Harjit Arora is a registered investment advisor at Ibn Financial Services, INC, based in Liverpool, NY, with 27 years of industry experience. Harjit 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
404 Old Liverpool Rd, Liverpool, NY, 13088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
Pittsford Capital Markets, INCBroker
Leigh Baldwin & CO., LLCBroker
State Registrations2 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.