ShariaPortfolio is an asset management firm that focuses on Sharia-compliant investing. They offer professionally managed portfolios tailored to individual client needs, starting with an assessment of their financial situation, risk tolerance, and goals. ShariaPortfolio uses a mix of stocks, mutual funds, and ETFs in their model portfolios. They also manage two private funds, SP Fund RE, LLC and EthicalEdge Digital Fund LLC.
Assets Under Management$260M
Clients839
Advisors7
Avg. per Client$310K
Avg. per Advisor$37M
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 | 1.20% |
| $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
Your Portfolio Value
$500K
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Estimated Annual Fee
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