Access Service
Access Service is designed for clients with a suggested minimum of $100,000 to invest who are looking for personalized wealth management. Through a disciplined Sharia-compliant approach, your dedicated investment advisor develops customized strategies aligned with your personal needs and investment goals. This is a tier-based service.
Support for larger portfolios that need careful collaboration
Access Service is built for clients who want to work with a investment advisor throughout their investment journey.
A service pathway designed for tailored investment needs
Clients have varying investment needs. An advisor works with them to identify goals and preferences, then provides recommendations aligned with their risk tolerance.
Service Experience
Access Service is often appropriate when the relationship needs more personalization, coordination, and ongoing advisor interaction
Why Choose ShariaPortfolio?
Align your wealth with your goals & values
FAQs
Access Service may fit clients who want a direct advisor relationship, have multiple investment accounts, are moving eligible assets from another institution, or need a more tailored investment approach.
Access Service focuses on investment management and related portfolio coordination. Tax, estate, legal, and broader planning matters should be reviewed with qualified professionals.
Access Service can support eligible retirement accounts such as IRAs, rollover IRAs, SEP IRAs, SIMPLE IRAs, and certain active employer-sponsored plans when permitted by the plan sponsor and/or custodian. Some active employer-sponsored plans may be eligible through self-directed services such as syncing directly with ShariaPortfolio’s custodian or through an approved third-party data aggregation system.
A suggested minimum investment of $100,000 is generally the baseline to participate in Access Service. Advisory fees are tier-based and depend on the size of the managed portfolio. For active investment styles, the advisory fee percentage may decrease as the managed portfolio grows. Access clients are also subject to expenses charged by underlying mutual funds, ETFs, and other holdings in the portfolio. Full fee schedules are detailed in our Form ADV Part 2A.
No. All investments involve risk, including possible loss of principal. No investment strategy can guarantee returns or prevent losses.
