Sample site. Northpoint Wealth is an invented business, and every name, price and review here is invented too.
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 formThree fields and a 20-minute call. Nobody hands over their savings from a web form.
See the brief Get one built for your business →
Fee-only fiduciaryNo commissions or product sales
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Home / Our fee

What our fee comes to in dollars

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

Annual advisory fee

This calculator shows our fee only. It does not project investment returns. Fees are billed quarterly in arrears; your written advisory agreement sets the exact terms. Investing involves risk, including the loss of principal.

Want the exact number?

Or call (555) 010-6650.

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Call (555) 010-6650