Ishaq Mohiuddin is a registered investment advisor at Shariaportfolio, INC., based in Lake Mary, FL, with 18 years of industry experience. Ishaq operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 839 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. For accounts invested solely in mutual funds or ETFs, the annual fee is 0.50% for all account values. For defined contribution portfolios, the annual fee is 0.75% for all account values.
Fee Estimator
Location
1331 S. International Parkway, Suite 2291, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Shariaportfolio, INC.
Previous Registrations
Shariaportfolio, INC.
Virji Investments, INC.
Azzad Asset Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.