Overview
- Headquarters
- Lake Mary, FL
- Total Firm Assets
- $3.0 billion
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: SHARIAPORTFOLIO FORM ADV PART 2A 2026 (2026-04-10)
· View brochure text
Latest filing: SHARIAPORTFOLIO WRAP BROCHURE 2026 (2026-04-10)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.20% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,500 | 1.35% |
| $5 million | $53,500 | 1.07% |
| $10 million | $91,000 | 0.91% |
| $50 million | $391,000 | 0.78% |
| $100 million | $766,000 | 0.77% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 4.74%
- Number of High-Net-Worth Clients
- 71
- Total Client Accounts
- 3,125
- Discretionary Accounts
- 3,043
- Non-Discretionary Accounts
- 82
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 173937
- SHARIAPORTFOLIO FORM ADV PART 2A 2026 (2026-04-10) (fee schedule source) · View brochure text
- SHARIAPORTFOLIO WRAP BROCHURE 2026 (2026-04-10) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗