American Fundstars
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
One-time consulting fee for international accounts: $599 for individual accounts, $799 for organization accounts; fixed fees for consulting services to corporations
$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%
Broker-dealer commissions on securities transactions and insurance commissions from insurance contracts
Up to 20% of net new profit for accredited investors and qualified clients, negotiated and paid annually in arrears
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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