Habib Anwar is a registered investment advisor at Shariaportfolio, INC., based in Lake Mary, FL, with 3 years of industry experience. Habib 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.
Shariaportfolio, INC.
Edward Jones
Edward JonesBroker
State Registrations20 states
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