Sample site. Northpoint Wealth is invented. Every name, price and review on it is invented too.
Direction 1 of 8: Boutique · Sand ▾

The same advisory practice in 8 design directions. Switching keeps you on this page.

Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
  2. Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
  3. Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
  4. Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
  5. Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
  6. A short introduction formThe form has three fields and books a 20-minute call, since nobody hands over their savings from a web form.
Fee-only fiduciaryNo commissions or product sales
Book an introduction
Home / Services

Services and prices in Halloway

Each service has its own page with the price, what is involved and the questions people ask before booking.

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for business owners

Included in the advisory fee

Exit planning, concentration risk and retirement plans for your company.

Planning for physicians and dentists

Included in the advisory fee

High income, a late start and student loans, planned together.

Inherited wealth and trusts

Included in the advisory fee

Coordinating an inheritance, a trust and the tax rules that come with it.

How it works

From first call to done

1

A 20-minute introduction

A short call about what you are planning for. You don't need any documents, and there is no obligation.

2

A discovery meeting

We look at your accounts, income, taxes and goals, and tell you plainly whether we are a good fit.

3

Your written plan

You receive a plan and a fee agreement to read at home. Nothing is moved until you sign.

Not sure yet?

Which service do you need?

Pick the assets you would have us manage to see the annual fee on our published schedule.

What our fee comes to in dollars →

Questions before you book

What does fee-only mean?

We are paid only by our clients, through the published advisory fee. We receive nothing from fund companies, insurers or anyone else.

Is there a minimum?

Most clients have $500K or more in investable assets. Physicians and dentists early in practice can start with a flat planning engagement.

Do I have to move my accounts?

For investment management, your accounts move to Charles Schwab in your own name. Planning-only clients keep their accounts where they are.

Can I leave if it is not working?

Yes, at any time with written notice. The fee is prorated to the day you leave and there are no exit charges from us.

Not sure which one you need?

Or call (555) 010-6650.

Book an introduction
Call (555) 010-6650