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American Fundstars

Headquartered in NEWPORT BEACH, CA

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Firm Information

American Fundstars is a Limited Liability Company formed in June 2021 headquartered in Newport Beach, CA. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. With a focus on high net worth individuals, the firm manages approximately $276 million in assets for 365 clients. Their services include selection of other advisors and portfolio management for businesses and pooled investment vehicles.

American Fundstars

4695 MACARTHUR COURT

NEWPORT BEACH, CA 92660

$276.61M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

AMERICAN FUNDSTARS has a total of 5 branch locations across the country.

Advisors at American Fundstars

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Disclosures

There are no public disclosures for American Fundstars.

Frequently Asked Questions (26)

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