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.
Private Plan
Starting from
$
3,125
/month
Fully managed investments portfolio capped at $10 million at 0% AUM.
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    24/7 Advisor Access
    Maximize Your Portfolio
    Private Plus Plan
    Starting from
    $
    5,000
    /month
    Fully managed investments portfolio capped at $25 million at 0% AUM.
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    24/7 Advisor Access
    Maximize Your Portfolio
    Private Signature Plan
    Starting from
    $
    10,000
    /month
    Fully managed investments portfolio capped at $50 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
    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 million at 0% AUM.
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      24/7 Advisor Access
      Growth Your Wealth
      Platinum Plan
      Starting from
      $
      999
      /month
      Fully managed investments portfolio capped at $2 million at 0% AUM.
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      24/7 Advisor Access
      Maximize Your Portfolio
      Diamond Plan
      Starting from
      $
      1,999
      /month
      Fully managed investments portfolio capped at $5 million at 0% AUM.
      check icon
      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
      check icon
      Retirement planning with cashflows analysis and projections for distributions
      check icon
      Comprehensive financial planning with goal tracking and consolidated finances
      check icon
      Accounts for you and your partner!
      check icon
      Unlimited access to your financial fiduciary
      check icon
      Tax and estate planning check icon
      check icon
      Risk profile assessment
      check icon
      Portfolio rebalancing
      check icon
      529 educational accounts, back door and roth conversions
      check icon
      Private clients experience.
      check icon
      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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