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John Conley

18 Years of Experience
Simpsonville, SC

John Conley is a registered investment advisor at Amoeba Growth Management LLC, based in Simpsonville, SC, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$28.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Simpsonville, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John owns and manages a beach house through Upstate Beach LLC, spending a few hours per week on this activity. He also engages in business consulting on a part-time basis, dedicating about 10-20% of his time.

Employment History
Current Registrations
Amoeba Growth Management LLC
March 2007 - Present · 19 yrs 1 mo
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.
John Conley - Financial Advisor | TrueAdvisor