Agdeavor Investments offers investment advice and portfolio management tailored to your individual needs. They meet with you to determine your investment objectives and risk tolerance, then develop a strategy to provide continuous, focused investment advice. They also offer financial planning services, ranging from broad-based planning to single-subject consultations, to help you manage your financial resources and achieve your long-term goals.
Assets Under Management$25M
Clients69
Advisors3
Avg. per Client$360K
Avg. per Advisor$8.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$450
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K+ | 0.80% |
Fees are negotiable depending on individual client circumstances. At Agdeavor's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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