American Fundstars

American Fundstars Financial Group LLC, established in Newport Beach, CA, is an SEC-registered investment adviser and broker-dealer specializing in continuous investment advice tailored to individual client needs. The firm manages $276,608,065 in client assets, offering both discretionary and non-discretionary portfolio management services. Clients can expect a personalized approach, starting with an in-depth investor profile creation to determine goals, risk tolerance, and investment guidelines. Investment strategies include buy and hold, short-term trading, and short sales, with a focus on fundamental and technical analysis. American Fundstars charges annual advisory fees based on a tiered structure, negotiable and prorated monthly. The firm recommends Charles Schwab & Co., Inc., and Interactive Brokers as custodians and brokers, offering a range of investment products and services. American Fundstars does not engage in principal transactions, and clients have the option to direct which broker to use. The firm does not vote client proxies and does not have custody of client funds. Additionally, American Fundstars discloses potential conflicts of interest, such as receiving compensation from non-affiliated investment advisers and insurance companies. Clients are encouraged to review the firm's Code of Ethics, investment strategies, and fee structure for a comprehensive understanding of the services provided.