Virji Investments manages investment portfolios for individuals and families, focusing on long-term growth and preservation of capital. They offer portfolio management using stocks, bonds, mutual funds, and ETFs. Virji Investments also provides retirement planning services to ERISA-qualified retirement plans, acting as a limited-scope fiduciary to assist plan sponsors with investment menu design and participant education.
Assets Under Management$31M
Clients58
Advisors2
Avg. per Client$540K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.00% |
Passively managed portfolios using ShariaPortfolio ETFs are charged 0.50% on all account values. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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