Where your halal wealth meets ethical flat-rate membership pricing

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth.
No Riba. No Commissions
Dedicated Financial Planner
Dedicated Financial Planner
Best-in-Class Security
Sliver Plan
Starting from
$
199
/month
Fully managed portfolio for up to $500,000 at 0% AUM.
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    24/7 Advisor Access
    Start Investing
    Gold Plan
    Starting from
    $
    499
    /month
    Fully managed investments portfolio capped at $1.5 million at 0% AUM.
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    24/7 Advisor Access
    Grow Your Wealth
    Diamond Plan
    Starting from
    $
    1,499
    /month
    Fully managed investments portfolio capped at $5 million at 0% AUM.
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    24/7 Advisor Access
    Maximize Your Portfolio
    All Plan Include
    All our plans includes the following perks. If you have any confusion, reach out to us.

    Note: Pay quarterly after you get the service, not before. Additional fee may apply.
    Get Started
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    Retirement planning with cashflows analysis and projections for distributions
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    Comprehensive financial planning with goal tracking and consolidated finances
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    Accounts for you and your partner!
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    Unlimited access to your financial fiduciary
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    Tax and estate planning check icon
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    Risk profile assessment
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    Portfolio rebalancing
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    529 educational accounts, back door and roth conversions
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    Private clients experience.
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    Top-of-the line platform and mobile apps

    Experienced OCIO Custom Indexing Team

    Andrew Rosenberger
    CFA

    Andrew is Head of Custom Indexing at Orion. He oversees the management and monitoring of all investments under Orion’s Custom Indexing team.

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    Frank Nickel
    CFA

    Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

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    Thomas LaBarbera
    CFA

    Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

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    Jamie Ryan
    CFA

    Jamie Susanin, CFA is a Senior Portfolio Manager – Custom Indexing at Brinker Capital Investments, an Orion company.

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    Nick Boylan

    Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company.

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    Chris Malsam

    Chris Malsam is a quantitative portfolio manager at Orion Advisor Solutions.

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    Chad Fox

    Chad Fox is an Investment Strategist at Orion Advisor Solutions.

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