| 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.
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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 →Gregory is a Retirement Plan Advisor - Senior Vice President at New York Community Bancorp (NYCB), the parent company for Flagstar Advisors, Inc. This activity is investment-related and requires a few hours per week, including during trading hours.