Advice fee proposals with every fee in plain view
The scope, the initial advice fee and your ongoing service options in one proposal the clients read, choose from and sign.
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With QuoteCloud a financial adviser sends a service and fee proposal from the firm's own template: the scope of the advice, the initial advice fee, optional extras the client ticks and the ongoing service fee as a repeating charge shown in the agreement. Both clients sign online and part of the initial fee can be paid on signing.
The fee summary of a sample service and fee proposal from a fictional firm, Ferrowby Advice & Lending, for Tom and Alicia Brennan, in two lanes. Once-off fees: the initial advice fee $3,300.00 and a home loan and debt structure review $330.00, both including tax, total $3,630.00. A bar fills to half, $1,815.00 paid on signing via Stripe, with the balance invoiced by Ferrowby when the advice is presented. Ongoing service, Standard: twelve monthly cells of $275 from February, marked as a repeating charge shown in the agreement and invoiced by Ferrowby, never billed by QuoteCloud.
Put the fee proposal together, then sign it as both clients
Pick the scope you agreed at the first meeting and the ongoing service level. The once-off and ongoing fees stay apart, the way your clients should read them.
Signed by 2 of 2 · paid on signing
From template · Advice Fee Proposal
Our advice services and fees
Prepared for Tom & Alicia Brennan by Nadia Kerrow · Valid for 30 days
What our advice will cover
- Retirement planning
- Pension review (two funds)
- Personal insurance review
- Home loan and debt structure
Not included
- Tax returns and tax advice (your accountant)
- Wills and legal documents (your solicitor)
Your advice itself will be set out in a separate advice document from Nadia Kerrow. This proposal covers our services and fees, and is not advice.
Your fees incl. tax
| Fee | Amount |
|---|---|
| Once-off | |
| Initial advice feeReviewing your fact-find, research and your advice document, presented in a meeting | $3,300.00 |
| Home loan and debt structure | $330.00 |
| Ongoing Repeating · per month | |
| Ongoing service · ComprehensiveTwo review meetings, quarterly check-ins and a tax-time call with your accountant | $440.00/mo |
- Once-off fees
- $3,630.00
- Includes tax of
- $330.00
- Ongoing service fee, per month
- $440.00/mo
- Ongoing fees over 12 months
- $5,280.00
- Paid on signing
- $1,815.00
The ongoing fee is shown in this agreement and invoiced by Ferrowby Advice & Lending. QuoteCloud doesn't bill it.
Fact-find and acknowledgement
Locked wording · your team can't edit it
- We have given our details for the fact-find, and will send identity documents and account numbers through Ferrowby's secure process.
- We have read the services and fees in this document.
2 of 2 signed
- Tom BrennanClient Signed
- Alicia BrennanClient Signed
Paid on signing$1,815.00Paid via Stripe
Certificate of authenticity and audit trail attached
Activity
- Signed by Tom and AliciaCertificate of authenticity attached
- Paid on signing$1,815.00 via Stripe, to your firm's account
- Client record updatedIn your CRM, through Zapier
A demo with a fictional firm and fictional fees: nothing is sent, stored or charged. In QuoteCloud the scope items are lines in your fee proposal template, the extras are optional lines the clients can tick, and the ongoing service is a repeating price item with a period label, shown in the agreement only (your firm invoices it). Payments on signing go to your own Stripe or PayPal account, from the Essentials plan: check the rules that apply to your firm first.
How Tom and Alicia read their fee proposal
Four parts of FA-A-2611, in the order the clients meet them. Each one is a content block in Ferrowby's fee proposal template.
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Adviser edits
First, what the advice will and won't cover
Retirement, pensions, insurance and cash flow are in. Tax and wills are left to the accountant and the solicitor, and the block says plainly that the advice itself is a separate document Nadia prepares in her own planning software.
Ferrowby Advice & LendingService & fee proposal FA-A-2611 Sample · fictional firmWhat our advice will cover
Included
- Retirement planning: when and how you might stop full-time work
- Pensions: a review of your two funds
- Personal insurance: a review of your current cover
- Cash flow: what you spend now and after you stop work
Not included
- Tax returns and tax advice (your accountant)
- Wills and legal documents (your solicitor)
- Home lending (our broking team can quote this separately)
Your advice will be set out in a separate advice document prepared and signed off by Nadia Kerrow. This proposal covers our services and fees only, and is not advice.
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Clients choose
Then the once-off fees, with tax shown
The initial advice fee, the home loan and debt structure review they ticked, and the estate planning referral they left unticked. The total and the half paid on signing update as they choose.
Price tables and payments: Essentials and up
Pricing tablesYour fees
Item Qty Rate Amount Initial advice $3,000 Initial advice feeReviewing your fact-find, research and your advice document, presented in a meeting1 fee $3,000 $3,000.00 Add to your advice Tick to add 1 fee $300 $300.00 1 fee $300 $300.00 Ongoing service $0 Ongoing service · StandardShown in this agreement, invoiced by Ferrowby each monthMonthly $275 $275.00/mo - Subtotal
- $3,300.00
- Tax (10%)
- $330.00
- Total
- $3,630.00
- Ongoing service fee, per month
- $275.00/mo
- Paid on signing to start your advice (50%)
- $1,815.00
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Then the ongoing fee, apart from the once-off fees
$275 a month and $3,300 over the 12 months, what the service includes, when it starts and its renewal date. Ferrowby invoices the fee each month; QuoteCloud shows it and never bills it.
Ongoing fee arrangement renewalsYour ongoing fee arrangement
Repeating chargeStandard
$275 a month incl. tax
$3,300 over 12 months
- A review meeting each year
- Two check-ins a year by phone or video
- Questions by email or phone, any time
- Starts
- From the month your advice is in place
- Term
- 12 months
- Renewal
- Renewal date: 12 months from the start
Invoiced by Ferrowby each month. QuoteCloud shows this fee in your agreement; it doesn't bill it.
Ongoing fee arrangements may need renewing under the rules that apply to your adviser. Before the renewal date we'll send you a new version to read and sign. Nothing renews by itself, and you can end the service at any time by telling us.
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Both clients sign
Last, both sign and the first half is paid
Tom and Alicia each sign in their own browser. $1,815.00 goes to Ferrowby's own Stripe account on signing, and the signed proposal carries a certificate of authenticity.
Couples, trustees & multiple signersAccept, sign and start
2 of 2 signed
- Tom BrennanClient SignedFri 23 Oct, 7:42 pm
- Alicia BrennanClient SignedFri 23 Oct, 7:49 pm
Paid on signing to start your advice (50%)
$1,815.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Two ongoing service levels, one choice for the client
Put Standard and Comprehensive side by side as a single-choice group in the price table. The clients pick one, and the monthly fee and the figure over the 12-month agreement follow, while the once-off fees and the payment on signing stay as they were.
Neither level is labelled as the one to choose. The level Nadia discussed with them is simply the one selected when the proposal opens.
- Single-choice groups and repeating price items in one price table
- Monthly and 12-month figures shown, invoiced by your firm
- No level marked as recommended: the clients choose
Price tables: Essentials and up
How QuoteCloud price tables workYour ongoing service
Choose the level of ongoing service after your advice is in place. You can change or end it at any time by telling us.
Ongoing service levelChoose one
- Once-off fees incl. tax
- $3,630.00
- Paid on signing (50%)
- $1,815.00 via Stripe
- Repeating Ongoing service · Standard
- $275/mo
- Over the 12-month agreement, invoiced by the firm
- $3,300
A repeating price item shown in this agreement, invoiced by Ferrowby each month. QuoteCloud doesn't bill it, and nothing renews by itself.
Six questions a fee proposal answers before the advice starts
Set them up once in your template, so every adviser's proposal answers them the same way.
What will the advice cover?
The scope from the first meeting, as lines the adviser ticks in, with anything extra as an optional line the clients can add.
What won't it cover?
Tax, legal and lending work left to others, said plainly, with the note that the advice itself is a separate document.
What does it cost now?
The initial advice fee and any extras, with tax shown and the total updating as the clients choose.
What does it cost afterwards?
The ongoing service fee per month and per year, how it's invoiced and how to end it, kept apart from the once-off fees.
How long is the offer open?
An expiry date on the proposal, so you can see in the Expiring Soon filter which ones are about to lapse.
How is it paid?
Part or all of the once-off fees on signing, to your own Stripe or PayPal account, if that suits the rules that apply to your firm.
Send your fee proposal from QuoteCloud
Free for 14 days, no credit card required. Send us your current fee proposal and we'll convert one template for you during the trial.
FA-A-2611 · sample figures
Half the once-off fees, paid as they sign
Tom and Alicia signed on Friday evening, and $1,815.00 went to Ferrowby's own Stripe account. The balance is Ferrowby's own invoice when the advice is presented. Check the rules that apply to your firm before taking fees this way.
Payments on signingYour fee proposal template, set up in five steps
Do this once per service, then every adviser starts from the same proposal.
Start from a template
Open a template or send us your current proposal to convert during the trial.
Add your scope lines
Everything an adviser might cover as lines, with extras as optional lines the clients can tick.
Add the ongoing service
Each service level as a repeating price item in a single-choice group, with your wording on how it's invoiced.
Set payment and expiry
Connect Stripe or PayPal, choose the share paid on signing and set how long the proposal stays open.
Send to every client
Add both partners or every trustee as signers. You see when it's opened, signed and paid.
Fee proposal questions, answered
Can a fee proposal show the initial advice fee and the ongoing fee separately?
Yes. The initial advice fee and any extras are once-off lines with tax and a total. The ongoing service fee is a repeating price item with a period label, shown beside them per month. QuoteCloud shows the ongoing fee in the agreement only: your firm invoices it, and QuoteCloud never bills, collects or renews it.
Is a QuoteCloud fee proposal a regulated advice document?
No. The fee proposal sets out your services and fees before the advice starts. Your advice document is prepared and signed off in your own planning software. QuoteCloud gives no advice and makes no claim that a document meets the rules that apply to your firm: the wording in your template is your own.
Can clients choose between ongoing service levels?
Yes. Put each level in a single-choice group in the price table, such as Standard at $275 and Comprehensive at $440 a month. The client picks one and the figures follow. Nothing is labelled as the level to choose; the adviser's selection is simply the default. Price tables are on Essentials and above.
Can part of the advice fee be paid when the clients sign?
Yes, from the Essentials plan. Set a percentage or a fixed amount of the once-off fees, or the full amount, to be paid on signing through your own connected Stripe or PayPal account. QuoteCloud doesn't take instalments or send payment reminders. Check the rules that apply to your firm before taking fees this way.
Can both partners sign the same proposal?
Yes. Add each client as a signer and each signs in their own browser, with no account needed. You can see who has signed and who hasn't, and the signed proposal carries a certificate of authenticity and an audit trail. eSignatures are included on every plan.
Do fee proposals expire?
You can set an expiry date on each proposal, such as 30 days after it was prepared. The Expiring Soon filter lists the proposals and agreements approaching their date, so your client services team can follow up before they lapse. Expiry dates are on Essentials and above.
More for advice and broking firms
Every page of the QuoteCloud mortgage & financial planning microsite.
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Engagement letters & termsYour firm's engagement wording in locked blocks, the services and fees beside it, signed online by every client.Explore
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Client fact-finds inside the documentThe Forms block collects the details your adviser needs in the same document the client signs. Identity documents stay in your secure process.Explore
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Ongoing fee arrangement renewalsRenewal dates as expiry dates, the Expiring Soon filter, a new version to sign and bulk send for the clients due this month.Explore
- Couples, trustees & multiple signersBoth partners, every trustee or each company director signs the same document, in their own browser, with no account.
- Paraplanning & outsourced services quotesParaplanning and support businesses quoting advice firms: a price per piece of work, monthly capacity and terms, signed by the principal.
- Mortgage broker service proposalsYour service, a lender comparison you type in and your fee and commission wording, accepted and signed by every borrower.
- Asset & commercial finance quotesEquipment, vehicle and commercial finance quotes with the term options and repayment estimates you type, signed by each director.
- Fee discount approvalsA proposal with a fee discount over your limit goes to a principal to approve before the client sees it (Business plan).
- CRM, planning software & aggregator connectionsSigned proposals to your CRM, planning software or aggregator platform through Zapier, Make or the QuoteCloud API.
- Mortgage & financial templatesReal QuoteCloud templates for mortgage services, loan and funding proposals, made into your own fee and engagement documents.
- QuoteCloud implementation for advice & broking firmsFee proposal and engagement templates converted, your wording locked, Stripe or PayPal connected and the team trained.
- FAQAnswers to the questions planners, advisers, brokers and paraplanners ask most.
Your next fee proposal, read and signed
Free for 14 days. No credit card required.