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American Fundstars

Updated today

Client AUM

$190,682,635

Clients

421

Advisors

15

of 15 employees

About

American Fundstars serves high-net-worth individuals, trusts, charitable organizations and corporate clients, offering portfolio management and broader advisory services. In addition to managing individual accounts, the firm advises private commingled funds and provides brokerage, insurance agency, placement-agent and corporate consulting services, including participation in EB-5 and other private placement offerings.

The firm describes a flexible, opportunistic investment approach across equities, fixed income, ETFs and private investments, using fundamental, technical and cyclical analysis and a mix of buy-and-hold, short-term trading, short sales and margin strategies. Notably, most client assets are managed on a non-discretionary basis (roughly $314 million of $332.7 million reported), so trade execution typically requires client consent; the firm also uses third‑party advisers and may negotiate performance‑based arrangements for eligible accredited or qualified clients.

American Fundstars is distinctive for combining SEC-registered adviser duties with broker-dealer activity and a licensed insurance-agency business, and for acting as adviser/sponsor to pooled investment vehicles—roles that introduce referral, placement and fee-sharing arrangements disclosed in the brochure. The firm also reports a material international client component, involvement in pooled/private fund management and placement activities, and the potential to receive compensation from third-party advisers, features that differ from most peer team firms.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Private / alternative investments Concentrated stock management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

One-time consulting fee for international accounts: $599 for individual accounts, $799 for organization accounts; fixed fees for consulting services to corporations

Percentage

$0 - $99,999: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000 - $24,999,999: 0.70% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.40% $100,000,000+: 0.35%

Commissions

Broker-dealer commissions on securities transactions and insurance commissions from insurance contracts

Performance-based

Up to 20% of net new profit for accredited investors and qualified clients, negotiated and paid annually in arrears

Other

Account minimum: $50,000 (may be waived at firm's sole discretion)

Main office

1 Park Plaza, Suite 210

Irvine CA 92614

Advisors at this office

15

Most active in

California

Also doing business as

American Fundstars · American Fundstars Financial Group LLC · American Fundstars Insurance Agency · My Securities

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Fan F

Series 66, Series 63

Irvine, CA

American Fundstars

Fan Feng is a financial advisor at American Fundstars with nine years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021 and at Safy Info Tech in Shanghai from 2012 to 2017. Feng holds Series 66 and Series 63 licenses. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Daoda W

Series 66

Irvine, CA

American Fundstars

Daoda Wang is a financial advisor with American Fundstars and holds the Series 66 designation. Wang has prior experience at China Securities Investment Co., Ltd. and China Securities Co. Ltd. IBD, spanning 9 years combined. Outside of advisory roles, Wang is involved with MW Creative and Consulting. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages a significant portion of client assets on a non-discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Sheryl L

Series 65

Irvine, CA

American Fundstars

Sheryl Liu is a financial advisor at American Fundstars with a Series 65 designation and one year of industry experience. Her background includes work as a self-employed professional and a role at Yifang Taiwanese Fruit Tea. She also attended the University of Southern California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis, requiring client consent for trades.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Li L

Irvine, CA

American Fundstars

Li La Cagnina is a financial advisor with American Fundstars, holding three years of industry experience. She is also the managing member of Global Insights Real Estate Investments, LLC, a real estate consulting firm specializing in development projects. Additionally, she serves as vice president of LVIG Corp, a business consulting company focused on developing business plans, and is involved in health supplement sales through Jeunesse Global. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered advisory duties with broker-dealer and insurance-agency activities.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Bing W

Series 65

Irvine, CA

American Fundstars

Bing Wang is a financial advisor at American Fundstars with a Series 65 designation and two years of industry experience. He is also the co-owner and CEO of BINnovation LLC, a tutoring school focused on robotic education. Wang has previously worked with World Financial Group, where he served as a training agent involved in life insurance sales. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Yue Y

Series 65

Irvine, CA

American Fundstars

Yue Yu is a Series 65-licensed financial advisor with American Fundstars in Irvine, CA, bringing one year of industry experience. Prior to joining American Fundstars, Yue worked at Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Outside of advisory work, Yue serves as president of My Asset Management LLC, overseeing administration and communications with fund administrators and auditors. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Jingxuan W

Series 65

Irvine, CA

American Fundstars

Jingxuan Wu is a financial advisor at American Fundstars with a Series 65 credential and one year of industry experience. Prior to joining American Fundstars, Wu held roles at academic institutions including the University of California and the University of Illinois, as well as positions in asset management and education. Wu currently maintains an affiliation with the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across asset classes and manages most client assets on a non-discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Meng Y

Irvine, CA

American Fundstars

Meng Yuan is a financial advisor at American Fundstars with three years of industry experience. Prior to joining American Fundstars in 2022, Yuan worked at Intelliscope Wealth Management Corp and TransGlobal Holding Company, where he also holds roles related to insurance brokerage. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and broader advisory services. The firm employs a flexible investment approach across multiple asset classes and offers a combination of advisory, brokerage, and insurance agency services.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Chahan F

Irvine, CA

American Fundstars

Chahan Fu is a financial advisor with American Fundstars, holding experience since 2026. Prior to joining American Fundstars, he was affiliated with Bioplate from 2024 and has academic experience at the University of Pennsylvania and the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and broader advisory services. The firm employs a flexible investment approach across various asset classes and manages most client assets on a non-discretionary basis, combining SEC-registered advisory duties with broker-dealer and insurance agency activities.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Yiqi W

Series 65, Series 63

Irvine, CA

American Fundstars

Yiqi Wang is a financial advisor at American Fundstars with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining American Fundstars in 2021, Wang worked at World Financial Group and GF Securities. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services across a range of assets. The firm employs a flexible investment approach and operates as both an SEC-registered adviser and a broker-dealer, with additional licensed insurance and placement-agent services.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Zhiqi L

Series 66

Irvine, CA

American Fundstars

Zhiqi Liu is a financial advisor with American Fundstars, holding a Series 66 designation and seven years of industry experience. Prior to joining American Fundstars in 2022, Liu worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2019 to 2022, as well as at Jupai Global and a law office earlier in his career. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered advisory duties with broker-dealer and licensed insurance activities, also acting as adviser and sponsor to pooled investment vehicles.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Xuemei Z

Irvine, CA

American Fundstars

Xuemei Zhang is a financial advisor with American Fundstars, holding 11 years of industry experience including a decade at ShangHai ShanDa Capital Co., Ltd. She joined American Fundstars in 2026 and is based in Irvine, CA. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and manages most client assets on a non-discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Xiao Q

Irvine, CA

American Fundstars

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and strategies, managing most client assets on a non-discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Keluo Z

Irvine, CA

American Fundstars

Keluo Zhao is a financial advisor at American Fundstars with over 25 years of experience in accounting at Henan Huabixin Jingwei Accounting Firm Co., Ltd. He joined American Fundstars in 2025. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Ye Y

Irvine, CA

American Fundstars

Ye Yuan is a financial advisor with American Fundstars, holding two years of industry experience. Prior to joining American Fundstars Financial Group LLC, Yuan worked in corporate roles at Mindray Animal Technology North America Co., Ltd, Prominons Logistics Ltd, and Hytera Communications Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and insurance-agency activities, as well as managing pooled investment vehicles.

Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner
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