American Fundstars Financial Group offers investment advice and manages client portfolios based on individual needs. They create investor profiles, develop investment strategies, and diversify portfolios. American Fundstars also uses third-party advisors and may receive compensation for client referrals. They are also a broker-dealer and insurance agency, which may create conflicts of interest.
Assets Under Management$330M
Clients463
Advisors16
Avg. per Client$720K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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