Agdeavor Investments logo

Agdeavor Investments

Updated today

Total assets under management

$24,826,699

Total clients

69

10% high-net worth

Total advisors

3

of 4 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

23

Average account size

$359,807

Client services

Portfolio management

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001+: 0.80%

Project-based

$350 per hour for financial planning services and single subject financial planning/general consulting services; negotiable.

Other

Account minimum: No specific minimum stated to open and maintain an advisory account; however, a minimum fixed fee of $450 per month applies for accounts valued under $45,000, which may be waived at the firm's discretion. Minimum fee: Minimum fixed fee of $450 per month for portfolio management services where the account value is less than $45,000, may be waived at discretion.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Agdeavor Investments

5701 North High Street, Suite 100

Worthington OH 43085, United States

Number of offices

1

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")