Services & fees.
Choose a scope that matches your needs. The brochure & your written agreement describe the fees, billing & deliverables. Not every engagement includes every service.
| Service | Scope | Fee | Billing |
|---|---|---|---|
Investment management & pension consulting
|
Discretionary management of eligible accounts, or pension consulting for qualified plans. Your engagement identifies the accounts or services covered, review arrangements & responsibilities. |
$3,000–$6,000 / year General range; negotiable. Never more than 3% of assets under management per year. |
Quarterly in advance By ACH or credit card. First quarter prorated; unearned fees refunded on termination. |
Financial planning
|
A written plan covering the planning work agreed for your engagement. Your agreement states the deliverable & whether any future services are included. |
$500 / hour General rate; negotiable. |
Charged in advance Hours agreed before work begins. One-time engagements completed in under six months. |
Document tools
|
Shariawiz.com access, only where your agreement expressly includes it. No attorney representation or personal consultation with Abed Awad or Umer Khan. |
Set in your agreement Any additional fees confirmed before engagement. |
Set in your agreement Document offering & access duration confirmed before engagement. |
Potential planning topics.
The scope depends on your circumstances & the agreed service.
-
Cash flow & debt
-
Retirement & education goals
-
Investment preferences
-
Beneficiary & estate coordination
-
Insurance needs
-
Financial considerations associated with zakat & giving