Amoeba Growth Management LLC

Fee-Only (% of Portfolio)

Amoeba Growth Management manages investment portfolios for individuals and high net worth clients. The firm focuses on a personal portfolio management service that emphasizes conservative strategies, specifically using covered call options alongside stock investments to generate income and manage risk while aiming to protect capital. Amoeba Growth Management is owned and operated by John F. Conley, who handles all client relationships and trading decisions. Accounts are held at Charles Schwab, where Amoeba Growth Management has the authority to make trades without asking first. The firm specializes in conservative growth, cash flow generation, and educating clients about option strategies.

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 is 1% annually, paid quarterly.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm