Blue Zone Wealth Advisors LLC

Item 5: Fees & Compensation
Compensation for Our Advisory Services

Comprehensive Portfolio Management:

Advisory fees for this service will be charged either on a percentage of assets under management
and/or for a fixed fee. If Client is charged as a percentage of assets under management, the maximum
annual fee charged for this service will not exceed 1.50%. Fixed Fees will not exceed $10,000,000 nor
represent a fee of more than 1.50% of the client’s assets under management. A combination of a fixed
fee and fee calculated according to Client’s assets under management may be negotiated. In such
cases the aggregate of the fixed fee and asset-based fee will not exceed 1.50%. Fees to be assessed
will be outlined in the advisory agreement to be signed by the client. Annualized fees are billed on a
pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.
Fees are negotiable and will be deducted from client account(s). Adjustments will be made for
deposits and withdrawals during the quarter. Clients should also be aware that our firm bills on cash
unless indicated otherwise in writing. In rare cases, our firm will agree to directly invoice. As part of
this process, Clients understand the following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
       information provided in our statement with those from the qualified custodian will be
       included.

ADV Part 2A – Firm Brochure                    Page 6                           Blue Zone Wealth Advisors, LLC

The combined annual fee charged to clients whose portfolios incorporate third party money
managers, sub advisors and/or separately managed accounts (collectively “third parties”) will not
exceed the maximum fee published above for this service. Our firm will debit its fees for this service
as laid out in the executed advisory agreement between the client and our firm. This fee shall be
exclusive of any fees assessed by a chosen third party. The third parties we recommend will not
charge you a higher fee than they would have charged without us introducing you to them. Third
parties establish and maintain their own billing procedures over which we have no control. In
general, they will directly bill you and you will receive a copy of the appropriate disclosure
documents that explain these procedures.

Asset Management:

The maximum annual fee charged for this service will not exceed 1.25%. Fees to be assessed will be
outlined in the advisory agreement to be signed by the client. Annualized fees are billed on a pro-rata
basis quarterly in arrears based on the value of the account(s) on the last of the quarter. Fees are
negotiable and will be deducted from client account(s). Adjustments will be made for deposits and
withdrawals during the quarter. Clients should also be aware that our firm bills on cash unless
indicated otherwise in writing. In rare cases, our firm will agree to directly invoice. As part of this
process, Clients understand the following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
       information provided in our statement with those from the qualified custodian will be
       included.

The combined annual fee charged to clients whose portfolios incorporate third party money
managers, sub advisors and/or separately managed accounts (collectively “third parties”) will not
exceed the maximum fee published above for this service. Our firm will debit its fees for this service
as laid out in the executed advisory agreement between the client and our firm. This fee shall be
exclusive of any fees assessed by a chosen third party. The third parties we recommend will not
charge you a higher fee than they would have charged without us introducing you to them. Third
parties establish and maintain their own billing procedures over which we have no control. In
general, they will directly bill you and you will receive a copy of the appropriate disclosure
documents that explain these procedures.

Financial Planning & Consulting:

Our firm charges on a flat fee basis for our stand-alone financial planning services. The total estimated
fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with
the client. Flat fees will not exceed $100,000. The fee-paying arrangements will be determined on a
case-by-case basis and will be detailed in the signed consulting agreement. Our firm will not require
a retainer exceeding $1,200 when services cannot be rendered within 6 months.

ADV Part 2A – Firm Brochure                    Page 7                           Blue Zone Wealth Advisors, LLC

Retirement Plan Consulting:

Our Retirement Plan Consulting services are billed based on the percentage of Plan assets under
management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and
complexity of our engagement with the client. Fees based on a percentage of managed Plan assets
will not exceed 1.00%. The fee-paying arrangements will be determined on a case-by-case basis and
...

Item 7: Types of Clients & Account Requirements
Our firm has the following types of clients:
   • Individuals and High Net Worth Individuals;
   • Trusts, Estates or Charitable Organizations;
   • Pension and Profit Sharing Plans;
   • Corporations, Limited Liability Companies and/or Other Business Types

Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
us.

ADV Part 2A – Firm Brochure                    Page 9                          Blue Zone Wealth Advisors, LLC