Flagstar Advisors, INC.
Assets Under Management
$1.2B
Number of Clients
1,571
Number of Advisors
30
Average Client AUM
$735K
AUM per Advisor
$38.5M
Compensation
Fee-Only (AUM)
About This Firm
Flagstar Advisors offers investment advisory services and programs designed to accommodate various client investment philosophies, goals, needs, and objectives. Services include wealth management, retirement plan consulting, and a Managed Account Program. They recommend allocations among third-party advisers, mutual funds, and ETFs.
Fee Structure
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
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
Location
1400 Broadway, 16th Floor, New York, NY, 10018