Moses Tk Lin

Flagstar Advisors, INC.

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Flagstar Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

30 advisors

Number of Clients

1,571 clients

Average Client Portfolio

$735K average

Assets Under Management

$1.2B

Fee Structure

Financial Planning:Investment management only

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

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Location

100 Bayview Circle, Suite 3400, Newport Beach, CA, 92660

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History

Regulatory 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.

Other Business Activities

Moses is a Group Director Investments - Senior Vice President at New York Community Bancorp (NYCB), the parent company for Flagstar Advisors, Inc. This investment-related activity commenced in June 2024 and requires weekly time, including during trading hours.