Flagstar Securities offers wealth management and investment advisory services, including a Managed Account Program where portfolios are customized using third-party managers, mutual funds, exchange-traded products, and alternative investments. Flagstar Securities creates personalized investment strategies based on your financial goals, risk tolerance, and time horizon. The firm operates with authority to make investment trades without asking first. In addition to portfolio management, Flagstar Securities provides retirement plan consulting services for employee benefit plans. Flagstar Securities is a subsidiary of Flagstar Bank and is affiliated with a broker-dealer and insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.62% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.83% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.43% |
Rates combine the maximum advisory fee and sponsor fee. Third-party manager fees (0.25% to 1.25%) are additional.