Firm
ShariaPortfolio
Lake Mary, Florida
Fee-only
ShariaPortfolio at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 9 advisors are listed here.
- Its Form ADV reports 21 employees and 867 individual clients, 71 of them high net worth.
- Its average account is about $963,000 (assets it manages divided by its 3,125 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Lake Mary, Florida |
|---|---|
| Website | shariaportfolio.com |
| [email protected] | |
| Phone | (321) 275-5125 |
ShariaPortfolio fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 0.75% a year |
|---|---|
| Account minimum | $1,000 |
| How it charges | Percentage of assets |
In the firm's words
"Express Service charges between 0.5% and 0.75% per annum on assets under management, with a $1,000 starting minimum." source
"Express Service charges between 0.5% and 0.75% per annum on assets under management, with a $1,000 starting minimum." source
"Express Service charges between 0.5% and 0.75% per annum on assets under management, with a $1,000 starting minimum." source
"Access Service is designed for clients with a suggested minimum of $100,000 to invest" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $3.0 billion |
| Individual clients | 796 |
| High-net-worth clients | 71 |
| Accounts managed | 3,125 |
| Employees | 21 |
| Planning clients | 0 |
| Registered with | The SEC (801-80652) |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 173937 |