Rubicon Global Halal Advisors LLC works with individuals to align their investments with their values. They offer investment management services, focusing on financial guidance through planning, selecting, and monitoring investments to meet clients' financial and social goals. They primarily use corporate bonds, government agency securities, municipal obligations, mutual funds, exchange-traded funds, and individual stocks.
Assets Under Management$30M
Clients65
Advisors1
Avg. per Client$460K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets in excess of $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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