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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |