Financial Planning
A written financial plan addressing the topics agreed for your engagement. Standalone planning is separately scoped & priced.
Financial planning & investment
management with
a clear scope & fee.
Work with Shakeb Kundiwala on your goals, investments & financial priorities. Eligible investment management is provided by Shariawiz Advisory; client assets are held by a qualified custodian. Your agreement identifies the services, fee, billing schedule & responsibilities.
Investment Management
Discretionary management of eligible client accounts, with investment decisions based on your circumstances, restrictions & the firm’s disclosed screening approach.
Fees.
The current firm brochure discloses annual investment management & pension consulting fees generally ranging from $3,000 to $6,000, paid quarterly in advance. Financial planning fees are generally $500 per hour & negotiable. Your written agreement sets your actual fee & scope.
Costs to consider: Investment product expenses, custodian or transaction costs & services from outside legal, tax or other professionals may be additional. Review the brochure & agreement for fees & conflicts.
Request a service & fee discussionDocument Coordination
Where expressly included in your engagement, access to Shariawiz.com document tools can complement financial planning. Attorney representation, legal opinions & individual consultations with Abed Awad or Umer Khan are not included.