Azzad Asset Management manages client accounts through the Ethical Wrap Program, offering investment management and financial planning for a bundled fee. They assist clients in determining their investor profile and selecting an appropriate asset allocation strategy. Azzad also provides investment management services to the Azzad Funds, affiliated no-load mutual funds.
Assets Under Management$1.8B
Clients1,543
Advisors11
Avg. per Client$1.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.40% |
| $4.0M - $10.0M | 1.30% |
| $10M+ | 1.20% |
Fees are inclusive of brokerage, custodial, investment management, and advisory services. Fees may be subject to negotiation depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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