NoorVest provides investment management and financial planning services, specializing in Halal-compliant investing. They build portfolios aligned with Islamic values, avoiding companies with significant revenue from prohibited activities like alcohol, tobacco, and interest-based lending. They offer both discretionary and non-discretionary asset management. Financial planning services include retirement planning, risk management, tax reduction strategies, and estate preservation.
Fee Structure
NoorVest offers investment management services with flat annual fees based on the amount you invest.
Here's a breakdown of the annual fees:
- $100K - $500K: $2,388
- $500K - $1M: $5,988
- $1M - $2M: $11,988
- $2M - $5M: $23,988
- $5M - $10M: $37,500
- $10M - $25M: $60,000
- $25M - $50M: $120,000
Fees are negotiable, and clients won't be charged more than 3% annually. Clients using the Orion platform will pay up to $65 annually per account for technology. NoorVest may use sub-advisors, but clients will not pay for these services separately.