Sample site. Northpoint Wealth is an invented business, and every name, price and review here is invented too.
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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.
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Home / Services / Investment management

Investment management

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

Our fee is 0.90 percent a year on the first $1 million, 0.70 percent on the next $2 million and 0.50 percent above $3 million, billed quarterly in arrears. On $2 million that comes to $16,000 a year. Use the fee calculator to see your figure.

Portfolios are built from low-cost index and bond funds held in your name at Charles Schwab. We rebalance when allocations drift, harvest tax losses when they appear, and send a quarterly report that shows your fees in dollars.

What is included

  • 0.90% on the first $1M, 0.70% to $3M, 0.50% above
  • Billed quarterly in arrears
  • Accounts held in your name at Charles Schwab
  • Tax-loss harvesting and asset location
  • Quarterly report with fees shown in dollars

Common questions

Who holds my money?

Charles Schwab holds your accounts as custodian. We can place trades and deduct the agreed fee, and we cannot withdraw money to ourselves.

What returns should I expect?

We do not project or promise returns. We can show you how a portfolio like the one we would recommend has behaved over past periods, and past performance does not guarantee future results.

Also offered

Other services

Retirement planning

Included in the advisory fee

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

Questions before you book?

Or call (555) 010-6650.

Book an introduction
Call (555) 010-6650