Amoeba Growth Management LLC

Fee-Only (% of Portfolio)

Amoeba Growth Management (AGM) provides investment advice to a limited number of clients, managing their accounts held at Charles Schwab. AGM uses a Personal Portfolio Management service suited for investors seeking specific financial goals. The strategies are conservative, using covered calls as a core strategy, but can be adjusted for more upside or cash return based on the client's goals and risk tolerance. The minimum account size is $500,000.

Assets Under Management$28M
Clients16
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$28M

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

1 Advisors at this firm