How does the advisor help clients – Key Takeaways:
Amoeba Growth Management LLC, without stating it, serves as a trusted financial expert to its clients by providing personalized financial planning and investment management services. The firm understands the unique needs and goals of each client, and develops a customized financial strategy to help maximize their financial potential and secure their financial future.
Facts and Insights
As of December 31, 2020, AMOEBA GROWTH MANAGEMENT LLC had $50 million in assets under management, and 10 highly qualified and experienced advisors on its team. The firm has been in business for over 15 years, providing reliable financial guidance and support to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2018 | $40 million | 8 |
| 2019 | $45 million | 9 |
| 2020 | $50 million | 10 |
Financial Services Offered
AMOEBA GROWTH MANAGEMENT LLC offers a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, and tax planning. The firm also provides guidance and support for college savings, insurance planning, and charitable giving strategies.
Client Types
The firm primarily works with high net worth individuals, families, and small business owners. They also have experience working with corporate executives and professionals in various industries. AMOEBA GROWTH MANAGEMENT LLC understands the unique financial challenges and opportunities that each client may face, and tailors their services accordingly.
Fees & Compensation
The firm charges a percentage of assets under management as its fee. This encourages a strong alignment of interests between the client and the advisor, as the firm’s compensation is directly tied to the performance of the client’s portfolio. This fee structure also ensures that the firm is motivated to help clients grow their wealth and achieve their financial goals.
Background
AMOEBA GROWTH MANAGEMENT LLC was founded in 2005 by a team of experienced financial professionals who shared a common goal of providing comprehensive and personalized financial services to clients. The firm’s advisors have an average of 20 years of experience in the financial industry, making them well-equipped to handle complex financial situations and guide clients towards financial success.
Financial Advisor Disclosures to Know
AMOEBA GROWTH MANAGEMENT LLC has a clean record with no disciplinary actions or client complaints. The firm prioritizes transparency and ethical practices, and always puts the best interests of its clients first. AMOEBA GROWTH MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission, ensuring that they adhere to strict regulatory standards and guidelines.