Naseeb is a registered investment advisor that operates through a mobile app, offering investment opportunities that align with Islamic finance principles. Clients complete a questionnaire to determine their risk tolerance, which then restricts certain investment strategies. Clients can change their investments between portfolios but cannot select individual securities. Brokerage services are provided through Alpaca Securities, where client funds are held.
Assets Under Management$100
Clients9
AdvisorsN/A
Avg. per Client$11
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Also a flat $10 monthly fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.