Flagstar Advisors, Inc.

Flagstar Advisors, Inc. is a Registered Investment Adviser based in New York, offering a range of investment advisory services tailored to individual client needs. The firm provides wealth management, retirement plan consulting, and a Managed Account Program. Clients have access to various securities products, including stocks, bonds, mutual funds, and more. Flagstar Advisors requires clients to grant discretionary authority for managing their accounts, allowing the firm to make investment decisions without prior approval. Clients are encouraged to inform advisors promptly of any changes in their financial situation or investment objectives. The firm charges fees based on a percentage of assets under management, with annual fees ranging from 0.40% to 1.50%. Flagstar Advisors does not accept performance-based fees or engage in side-by-side management. The firm does not have any investment advisor reportable disclosures. Clients' assets are held with qualified custodians, and the firm exercises limited custody over funds. Flagstar Advisors does not vote proxies on behalf of clients but may forward proxy materials for client voting. The firm does not provide financial information as it does not have custody of client funds. For additional details, clients can refer to the firm's Privacy Notice available on their website or upon request.