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Updated September 28, 2026. Quick answer: Wahed Invest discloses a flat wrap fee of 0.49% (the brochure says fees may be negotiable) in its Form ADV Part 2A, Appendix 1 (Wrap Fee Program Brochure) (June 15, 2026). Converted to dollars, that runs $2,450 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Tanager Wealth Management Fees (2026) and TIAA Wealth Management Fees (2026).
More on this firm: Wahed Invest Review (2026).
The published numbers
From the Form ADV Part 2A, Appendix 1 (Wrap Fee Program Brochure) (June 15, 2026): “Fees may be negotiable. Other than as described above, Wahed does not allow clients to prepay fees. Wrap Fee Schedule Assets under mgmt. per annum Wahed Percentage Fee Wahed Fixed Fee $100-$99,999 .49% $60”
Note: CRD 242793 is ACTIVE and SEC registered per the SEC Investment Adviser Public Disclosure database, checked October 25, 2026. As of June 1, 2026 the brochure reports $248,342,150 in assets under management in its Wrap Fee program, and Wahed also advises the Wahed FTSE USA Shariah ETF. The priced figure is the wrap program fee for individual clients, whom the brochure says it serves through its website and mobile app.
The published All assets: 0.49% per year (The 0.49% is a bundled wrap fee that the brochure says covers all portfolio management, trading, custodial and operational costs, with no sales charges or commissions, and no part of it goes to outside managers. It excludes wiring, IRA, withdrawal and other miscellaneous fees charged by the custodian, and the expenses charged by third-party ETF sponsors and mutual fund companies. Accounts pay no Program Fee on the portion allocated to the firm’s own Wahed Funds, where a fund-level management fee applies instead, so the priced figure overstates the wrap charge on that portion and does not include the fund fee. Clients with less than $100,000 also pay a $60 annual fixed fee, which does not apply at any balance priced here.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $1,225 | 0.49% |
| $500,000 | $2,450 | 0.49% |
| $1,000,000 | $4,900 | 0.49% |
| $2,000,000 | $9,800 | 0.49% |
Each balance is priced at the flat 0.49% program fee applied to the whole account, since the brochure lists the same percentage for every balance from $100 upward. Fees are calculated on the household total under one Social Security or Employer Identification Number. The brochure discloses no minimum annual dollar fee beyond the $60 fixed fee for balances under $100,000, so no floor applies at these balances. The brochure says fees may be negotiable, and the figures are the published rate, not a guaranteed charge.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Wahed Invest’s own published rate runs $2,450 a year.
Comparing Wahed Invest against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A, Appendix 1 (Wrap Fee Program Brochure) (June 15, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048407
- SEC Investment Adviser Public Disclosure, Wahed Invest LLC (CRD #242793): https://adviserinfo.sec.gov/firm/summary/242793
- Wahed Invest LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/242793/PDF/242793.pdf
Methodology. This page was built September 28, 2026, drawing on Wahed Invest’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.