Blue Sky Wealth Partners LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

         Total Assets Under Management             Annual Fees
         $0 - $10,000                              2.00%

         $10,001 - $50,000                         1.50%

         $50,001 - $250,000                        1.25%

         $250,001 - $500,000                       1.00%

         $500,001 – And Up                         0.75%

The advisory fee is calculated using the value of the assets in the Account on the last business
day of the prior billing period.

These fees are generally negotiable and the final fee schedule will be memorialized in the client’s
advisory agreement. Clients may terminate the agreement without penalty for a full refund of
Blue Sky Wealth's fees within five business days of signing the Investment Advisory Contract.
Thereafter, clients may terminate the Investment Advisory Contract generally with 15 days'
written notice.

Performance-Based Fees for Portfolio Management

Qualified clients will pay an annual fee of 2.00% of assets under management along with a
20.00% performance fee based on capital appreciation.

These fees are generally negotiable and the final fee schedule will be memorialized in the client’s
advisory agreement. This service may be canceled with 15 days’ notice. Clients must pay the
prorated performance-based fees for the billing period in which they terminate the Investment
Advisory Contract up to and including the day of termination.

Educational Seminars/Workshops

Blue Sky Wealth provides periodic educational seminars and workshops to the general public.

B. Payment of Fees
Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts with
client's written authorization on a quarterly basis. Fees are paid in advance.

Payment of Performance-Based Portfolio Management Fees

Performance-based portfolio management fees are withdrawn directly from the client's accounts with
client's written authorization on a quarterly basis. Fees are paid in arrears.

Payment of Educational Seminar/Workshop Fees

Educational seminars and workshops are offered free of charge.

C. Client Responsibility For Third Party Fees

Clients are responsible for the payment of all third party fees (i.e. custodian fees, brokerage
fees, mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees
and expenses charged by Blue Sky Wealth. Please see Item 12 of this brochure regarding broker-
dealer/custodian.

D. Prepayment of Fees

Blue Sky Wealth collects certain fees in advance and certain fees in arrears, as indicated above.
Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and
returned within fourteen days to the client via check, or return deposit back into the client’s
account.

For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the
fees collected in advance minus the daily rate* times the number of days elapsed in the billing
period up to and including the day of termination. (*The daily rate is calculated by dividing the
annual asset-based fee rate by 365.)

E. Outside Compensation For the Sale of Securities to Clients

Neither Blue Sky Wealth nor its supervised persons accept any compensation for the sale of
investment products, including asset-based sales charges or service fees from the sale of mutual
funds.

Item 7: Types of Clients

Blue Sky Wealth generally provides advisory services to the following types of clients:

        ❖       Individuals
        ❖       High-Net-Worth Individuals

There is no account minimum for any of Blue Sky Wealth’s services.