210 Wealth Management Inc

Item 5: Fees and Compensation
Asset Management Services Fees

Asset Management Fees are charged monthly for customer accounts in arrears based upon the
average daily value of client assets during the previous month or quarter as valued by the
custodian. Fees are pro-rated for the first partial month or quarter when a new account is opened.
Fees are retroactive. The fee schedule breakpoints and rates are a suggestion and may be modified.

Client portfolios are a maximum annual advisory fee of 2.00% but may be modified lower, as noted in
the Investment Advisory Agreement. The annual advisory fee is inclusive of any third-party manager
or sub-advisory fees unless otherwise specified in the clients investment management agreement.

                          Part 2A of Form ADV: 210 Wealth Management, Inc.

The Firm does not charge a minimum advisory fee and Advisory Fees charged by the Firm and other
third-party managers will not exceed 2.00%.
Our fees are charged monthly, in arrears, based upon the average daily value of client assets during the
previous month. Fees are deducted from designated client accounts. Clients must consent in advance for
custodial firm(s) to deduct the fees from their account and the fees will be clearly noted on the client’s
statements. The custodial firm(s) is not responsible for the actual calculation of the fees.
To illustrate the effect of our advisors fees on an account, what follows is a simplified example: an
account with assets of $100,000 and is charged a 2.00% annual advisory fee would have an annualized
fee of $2,000 ($100,000 * .02). This fee is calculated and charged monthly, meaning the account would
be charged a fee of $166.67 ($100,000*(.02 / 12)).

Financial Planning Fees

Financial Planning Fees are negotiable based on the services provided and needs of the Client. Fees
will be outlined in your Financial Planning and Consulting Agreement with us. Fees are generally a
flat one time or ongoing fee and will be billed as outlined in the Agreement. We will invoice Clients
for these Fees and they may be paid using the method selected in the Agreement. In the event your
Agreement is terminated, any unearned prepaid Fees will be refunded to you.

Additional Fee Information

An investment management agreement can generally be terminated at any time, by the firm or the
client, for any reason upon prior written notice. The timing and method for notice is specified in the
investment management agreement between 210 and the client.

Our firm will not take custody or possession of client funds or securities at any time except to the
extent that we typically deduct fees directly from the client's account(s) when providing
discretionary investment management services.

All fees paid to the investment adviser are separate and distinct from fees and expenses charged by
any mutual fund, exchange-traded funds and closed-end funds. Fund fees are described in the
respective fund's prospectus. These fees will generally include management fees, various expenses
and a possible distribution fee. The client should review all fees being charged on investments and
those charged by 210 to fully understand the total amount of fees to be paid by the client and to
evaluate the advisory services being provided.

Clients incur certain charges imposed by custodians, brokers, and other third parties such as
custodial fees, trade execution fees, deferred sales charges, odd-lot differentials, transfer taxes, and
electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.
Please refer to Item 12 (Brokerage Practices) in this Brochure for additional information.

When we utilize donor advised funds, the fund may charge additional fees, separate from our
advisory fee. Each donor advised fund has its own unique fee structure and/or fee limits. Because of
this some donor advised fund accounts may have higher total combined fees than our standard 2%
limit. Please review the fee schedules from our firm, and the donor advised fund, to see all fees
associated with these accounts.

                         Part 2A of Form ADV: 210 Wealth Management, Inc.

Our firm and our professionals owe a fiduciary duty to all our clients. We also serve as a fiduciary to
advisory clients that are employee benefit plans (such as profit-sharing plans or pension plans) or
individual retirement accounts (collectively, our "retirement clients") (IRAs) pursuant to ERISA or
the Internal Revenue Code ("IRC"). When acting as a fiduciary to these plans, we are subject to specific
duties and obligations under ERISA and the IRC that include among other things, restrictions
concerning certain forms of conflicted compensation. To avoid engaging in prohibited transactions,
the firm only charges fees for investment advice (i) about products for which our firm and/or our
related persons do not receive any commissions or 12b-1 fees, or (ii) about products for which our
firm and/or our related persons receive commissions or 12b-1 fees if such commission and fees are
used to offset advisory fees.

Clients should be aware that similar advisory services could be available from other investment
advisors for similar or lower fees.

Item 7: Types of Clients
We offer our firm’s services to individuals, high net worth individuals, and other business entities,
profit-sharing plans, and estates and trusts. The firm does not currently have a minimum account
size. Certain sub-advisor programs may impose minimum account sizes to participate in their
program.