Fees & Minimums
Sample pricing that feels clear, premium, and easy to compare.
This demo page shows how a firm can present tiers transparently while still maintaining a high-end brand tone.
Advisory Tiers
Three fictional service lanes
Designed to showcase crisp pricing UX and natural qualification flow.
| Tier | Minimum | Advisory fee | Includes |
|---|---|---|---|
| Basecamp Advisory | $150,000 | 0.95% annually | Planning essentials, portfolio management, and quarterly strategy calls |
| Ridgeline Private | $750,000 | 0.70% - 0.85% annually | Tax modeling, advanced planning workflows, and dedicated advisor pod |
| Summit Circle | $3,000,000 | Custom | Multi-entity strategy, legacy design, and custom reporting cadence |
Demo Notes
Why this page exists
This block makes it explicit that the experience is a product demo, not a legal pricing sheet.
- All pricing on this page is fictional and included for demo storytelling.
- Tier names and fee ranges are intentionally made up to show structure.
- In production, this section would be connected to your final pricing policy.
- For this sample, clarity of presentation is the main goal.