AF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
30 advisors
Number of Clients
1,571 clients
Average Client Portfolio
$735K average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Flagstar Advisors charges an advisory fee, a sponsor fee, and potentially a TPA fee. The advisory fees are based on a percentage of assets under management and are negotiable. TPA fees range from 0.25% to 1.25% and may or may not be negotiable. Fees are deducted directly from your account. You may terminate the advisory agreement with 30 days written notice.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
1400 Broadway, 16th Floor, New York, NY, 10018
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Flagstar Advisors, INC.
October 2008 - Present · 17 yrs 3 mos
Flagstar Advisors Broker
July 2001 - Present · 24 yrs 6 mos
Previous Registrations
Citicorp Investment ServicesBroker
August 1996 - May 2001 · 4 yrs 9 mos
The Boston GroupBroker
November 1995 - August 1996 · 9 mos
Janney Montgomery Scott INC. Broker
January 1995 - November 1995 · 10 mos
State Registrations27 states
CACOCTDCDEFLGAHIILMAMDMIMTNCNDNHNJNMNVNYOHOKPARISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.