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How does the advisor help clients – Key Takeaways:
FLAGSTAR ADVISORS, INC. (FLAGSTAR ADVISORS, INC.) is a leading financial advisory firm that offers expert guidance and support to its clients. With a team of experienced advisors and a wide range of financial services, FLAGSTAR ADVISORS, INC. helps its clients achieve their financial goals and secure their financial future.
- Provides personalized financial advice and planning tailored to each client’s unique needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, and wealth preservation strategies.
- Utilizes cutting-edge technology and tools to help clients make informed financial decisions.
- Puts clients’ best interests first and maintains a fiduciary duty to always act in their best interest.
Facts and Insights
Incorporated in 2003, FLAGSTAR ADVISORS, INC. has been in business for over 18 years. It is headquartered in Dallas, TX and currently manages over $1.5 billion in assets under management (AUM). The firm has a team of 14 advisors who bring a diverse range of expertise and experience to the table. FLAGSTAR ADVISORS, INC. focuses on delivering exceptional service and results to its clients.
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $1.5 billion | 14 |
| 2019 | $1.2 billion | 12 |
| 2018 | $1 billion | 11 |
Financial Services Offered
FLAGSTAR ADVISORS, INC. offers a comprehensive range of financial services to help individuals and families achieve their financial goals. These services include:
- Investment management: FLAGSTAR ADVISORS, INC. designs customized investment portfolios based on each client’s risk tolerance, investment goals, and time horizon.
- Retirement planning: The firm helps clients plan for a financially secure retirement by creating personalized retirement savings and distribution strategies.
- Wealth preservation: FLAGSTAR ADVISORS, INC. offers wealth preservation strategies to help clients protect their assets and minimize tax liabilities.
- Estate planning: The firm helps clients create an estate plan to ensure their assets are distributed according to their wishes.
Client Types
FLAGSTAR ADVISORS, INC. caters to a diverse range of clients, including:
- High net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
Fees & Compensation
FLAGSTAR ADVISORS, INC. operates on a fee-based compensation structure, which means its advisors are compensated through a combination of fees and commissions. The firm’s fees are based on a percentage of AUM and may also include hourly charges for certain services.
FLAGSTAR ADVISORS, INC. prides itself on being transparent and upfront about its fees and will always discuss fees and compensation with potential clients before entering into an agreement.
Background
FLAGSTAR ADVISORS, INC. was founded by a team of experienced financial advisors with a shared vision of providing exceptional financial advice and services to individuals and families. The firm has grown over the years, expanding its team and services to better meet the needs of its clients. FLAGSTAR ADVISORS, INC. is registered as an investment advisor with the Securities and Exchange Commission (SEC).
Financial Advisor Disclosures to Know
As a registered investment advisor, FLAGSTAR ADVISORS, INC. is required to disclose any potential conflicts of interest that may arise in the course of providing financial advice and services. These disclosures can be found in the firm’s Form ADV, which is publicly available on