A
Ameribanc Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,600,000
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$400,000
About
Ameribanc provides investment advisory and financial planning services to individual and family clients. Its principal offering is the Capital Management Service (CMS), a program designed to be layered on top of clients’ mutual fund holdings.
The firm emphasizes risk management and uses a mix of analytical techniques — including fundamental and technical analysis, charting, seasonality and cyclical analysis — to guide allocation decisions and attempt to reduce exposure during bear markets and increase exposure during bull markets. CMS is currently implemented exclusively with American Funds open‑end mutual funds and the strategy can include holding substantial cash balances when its signals suggest a defensive posture.
Distinctive features noted in the brochure include an explicit use of market‑timing signals within its main advisory program, a practice that the firm describes as intended to shift exposure between more fully invested and defensive positions. The brochure also discloses that the firm’s advisory representatives may be separately licensed to sell securities and insurance products and therefore may receive commissions on such sales, a potential conflict the firm identifies and discloses.
Client services
Financial planning
Portfolio management
Market timing
Fee options
Fixed fees for financial planning and consulting services generally range from $250.00 to $5,000.00.
$0 - $99,999.99: 2.50% $100,000.00 - $249,999.99: 2.25% $250,000.00 - $499,999.99: 2.00% $500,000.00 - $999,999.99: 1.75% $1,000,000.00+: 1.50%
Advisor may receive commissions from sales of securities and insurance products separately as a registered representative and insurance agent.
Up to $500.00 per hour for financial planning and consulting services.
Main office location
Ameribanc Corporation
Hoffman Estates IL, United States
Number of offices
1
Most active in
Ameribanc Corporation has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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