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)
Flagstar Advisors provides 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. The firm requires discretionary authority to manage accounts.
| 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.
1400 Broadway, 16th Floor, New York, NY, 10018