James Grouw is a registered investment advisor at Ibn Advisory Services, INC., based in Bluffton, SC, with 18 years of industry experience. James 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
29 Plantation Park Dr. STE 804, Bluffton, SC, 29910
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Regulatory History
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.
Learn about disclosures →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.
Van Grouw Advisors, LLC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
Starvangrouw Financial
Source Capital Group, INC.Broker
Edi Investment Advisor Corporation
Edi Financial, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Next Financial Group, INC.Broker
State Registrations7 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.