| 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.
9665 Wilshire Boulevard, Suite 250, Beverly Hills, CA, 90212
Get directionsNo 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.
Learn about disclosures →Andrew owns The Master of Coin LLC, an e-commerce platform selling collectibles, dedicating a few hours per week. He is also a Group Director Investments - Senior Vice President at New York Community Bancorp (NYCB), the parent company for Flagstar Advisors, Inc., spending time weekly on this investment-related activity.