R
Reid Capital Partners
Boutique fee-only fiduciary RIA · San Francisco
Demo · $500 Local 5-page

Package

Local 5-page

$500 · 50/50 split · ~2 weeks

Pages shipped

5 of 5

home · approach · team · insights · contact

Conversion tool

Calendly embed

+ discovery form · 24h reply SLA

Palette

Stripe Indigo · Tech-Native Boutique

Home Approach Team Insights Contact + Discovery

Discovery calls · m1

23

via Calendly embed + form fallback

Form → call conversion

41%

qualified-fit calls / form submits

New AUM signed · m3

$14.8M

from 6 households onboarded

Build cost

$500

one-time · 50/50 split · ~2 weeks

reidcapital.com
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