Halal Alpha provides ongoing portfolio management and financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. The registered investment advisor specializes in building customized investment strategies that honor ethical and religious restrictions, such as excluding investments in alcohol, gambling, and interest-bearing instruments like bonds. Instead, the firm primarily recommends equities and non-U.S. securities while integrating halal-conscious investing principles. In addition to full portfolio management, Halal Alpha offers hourly financial planning covering areas such as retirement, taxes, insurance, and estate planning, as well as a quarterly subscription securities rating service. Services are designed for individuals and high-net-worth clients seeking values-based financial advice.
Fee Structure
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 generally negotiable. Qualified clients may alternatively choose a 0% management fee combined with a 25% performance fee on capital appreciation.