Value that grows with you
We know you’re here to keep it halal, so we’ve made our pricing clear and straightforward. Plus, we manage our own ETFs and don’t double dip on the portions of our portfolios that include our own funds. Halal and transparent pricing for all—check out our calculator below to learn more!
This is what you pay for
Zakat
Calculator
Quarterly
Rebalancing
Annual
Purification
Retirement
Accounts
No
double-dipping
Free Portfolio
Recommendation
Estimate your fees
Use our calculator to estimate the Monthly Net Wrap Fee on your investment amount and preferred portfolio.
Disclaimers:
For illustration purposes only.
This calculator estimates how much you will be charged on a monthly basis based on fees mentioned above. More information on our fees can found in our Wrap Fee Brochure.
The calculations are based on the following portfolio compositions:
- Very Aggressive portfolio composition of approximately 65% US Stocks, 34% Global Stocks, and 1% cash.
- Aggressive portfolio composition of approximately 55% US Stocks, 25% Global Stocks, 14% Sukuk, 5% Gold, and 1% Cash.
- Moderately Aggressive portfolio composition of approximately 40% US Stocks, 20% Global Stocks, 34% Sukuk, 5% Gold, and 1% Cash.
- Moderate portfolio composition of approximately 27% US Stocks, 13% Global Stocks, 54% Sukuk, 5% Gold, and 1% Cash.
- Moderately Conservative portfolio composition of approximately 14% US Stocks, 7% Global Stocks, 74% Sukuk, 5% Gold, and 1% Cash.
- Very Conservative portfolio composition of approximately 99% Sukuk, and 1% Cash.
The net effective wrap fee is determined by these compositions. The final wrap fee is calculated by applying the effective wrap fee to the investment amount entered by the user.
How it works
It's as simple as opening an account, selecting your risk tolerance and investing your funds - we'll handle the rest. No paperwork, No meetings, No Stress.
- Very Conservative: Safeguards money, slowly grows wealth, low-risk Sukuk focus.
- Moderately Conservative: Limited risk, gradual growth, Sukuk and some global stocks.
- Moderate: Balanced wealth growth, diversified across Sukuk and global stocks.
- Moderately Aggressive: Grows investments, diverse global stocks and Sukuk.
- Aggressive: Wealth growth focus, global stocks, Sukuk, long-term gains.
- Very Aggressive: High growth, global stocks focus, Sukuk diversification, long-term.
With clear savings goals, you are building towards a financial future that balances fulfilling your responsibilities with the experiences that make life worth living.
Higher savings rates drive faster gains through compound growth, helping you expedite your financial goals that make life worth living.
Frequently Asked
Questions
Wahed’s Wrap Fee is inclusive of all management fees, custodian fees, and transaction fees. your bank may charge you for any wiring or withdrawal fees.
Fees are charged monthly. You will never be charged for having an open account with a $0 balance. Kindly refer to the Wrap Fee brochure to know more.
No, you will never be charged for an account with a $0 balance.