Halal Alpha Inc. provides portfolio management services tailored to individual client goals, risk tolerance, and ethical restrictions, such as avoiding investments in alcohol, gambling, and interest-bearing instruments. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, Halal Alpha Inc. provides a subscription service for securities ratings. Halal Alpha Inc. requires discretionary authority to execute transactions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Qualified clients also pay a performance-based fee of 25% of capital appreciation, in addition to 0.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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