Fan Feng
Fan Feng is a registered investment advisor at American Fundstars, based in Newport Beach, CA, with 8 years of industry experience. Fan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 463 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
The annual advisory fees are negotiable. Fixed income portfolio fees are lower.
Fee Estimator
Location
4695 MacArthur Court, Suite 560, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2022Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Fan is an insurance agent for American Fundstars Insurance Agency since 2021, providing insurance services based on clients' financial needs and investment portfolios. This activity requires minimal time.
Employment History
Current Registrations
American Fundstars
American FundstarsBroker
American Fundstars
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.