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American Fundstars

Updated today

Client assets under management

$190,682,635

Clients

421

100% high-net worth

Advisors

9

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

47

Low

Average account size

$452,928

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

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 location

American Fundstars

1 Park Plaza, Suite 210

Irvine CA 92614, United States

Number of offices

1

Most active in

California

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 63, Series 66

Irvine, CA

American Fundstars

Fan Feng is a financial advisor at American Fundstars with eight years of industry experience. Prior to joining American Fundstars in 2021, Fan worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2021 and at Safy Info Tech in Shanghai from 2012 to 2017. He holds the Series 63 and Series 66 designations. 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 is notable for combining SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.

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

Gangming L

Series 65

Irvine, CA

American Fundstars

Gangming Liang is a Series 65-licensed financial advisor with American Fundstars, based in Irvine, CA, and has three years of industry experience. He has been with American Fundstars Financial Group LLC since 2022 and has operated as a self-employed insurance agent and real estate agent since 2018 and 2016, respectively. 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 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

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

Yiqi W

Series 63, Series 65

Irvine, CA

American Fundstars

Yiqi Wang is a financial advisor at American Fundstars with Series 63 and Series 65 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. The firm employs a flexible 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

Zhiqi L

Series 66

Irvine, CA

American Fundstars

Zhiqi Liu is a financial advisor at American Fundstars with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Jupai Global, LLC. 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 various asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.

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

Xiaohui X

Series 65

Irvine, CA

American Fundstars

Xiaohui Xia is a financial advisor at American Fundstars with a Series 65 designation and experience in the securities industry dating back to 2010. Prior to joining American Fundstars in 2025, Xia worked at CITIC Securities Company Limited for five years and GUANGFA Securities Company Limited for ten years. 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 investment approach across multiple asset classes and typically manages most client assets on a non-discretionary basis, combining advisory, broker-dealer, and insurance agency activities.

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

Yuxin T

Series 65

Irvine, CA

American Fundstars

Yuxin Tian is a financial advisor at American Fundstars with a Series 65 credential and two years of industry experience. Prior to joining American Fundstars in 2024, Tian worked briefly at MTS Global and was affiliated with the University of California at Irvine. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible 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

Wenxuan Z

Series 65

Irvine, CA

American Fundstars

Wenxuan Zhu is a financial advisor with American Fundstars, holding a Series 65 license and one year of industry experience. Prior to joining American Fundstars, Zhu held roles at the University of California, Los Angeles, and completed an internship in the Industrial Research Department at Guru Club. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and comprehensive advisory services. The firm employs a flexible investment approach that incorporates equities, fixed income, ETFs, and private investments, with most client assets managed on a non-discretionary basis requiring client consent for trades.

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