Wahed Invest offers investment management services through a wrap fee program, managing accounts on a discretionary basis. Wahed designs portfolios based on client suitability parameters, including risk tolerance and investment objectives. Clients complete an investor profile and grant trading authority to Wahed. Wahed also serves as an investment advisor to exchange-traded funds. Wahed primarily invests in Shariah-compliant securities.
Assets Under Management$840M
Clients23,287
Advisors1
Avg. per Client$36K
Avg. per Advisor$840M
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.49% |
| $100K+ | 0.49% |
Clients with less than $100,000 assets under management also pay an annual fixed fee of $60. Fees may be negotiable. Wrap Fee is waived for the portion of client portfolios that are invested in the Wahed Funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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