| 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.
Sarasota, FL
Get directionsJames 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.