Bluedoor Private Wealth LLC

Item 5 — Fees and Compensation

A. Description of Fees for Investment Management Services

BlueDoor offers its Investment Management Services through a network of IARs, each of whom
establishes a fee schedule for accounts primarily serviced by that IAR, which will be provided to clients.
In no event shall the fee exceed the maximum fee schedule set forth below. Fees are negotiable based
on a number of factors, including the complexity of the client relationship, the services required, and the
individual adviser providing the services. The specific fee applicable to each client is set forth in the
client's investment advisory agreement. BlueDoor "households" or combines accounts/assets of the
same household for purposes of calculating fees. BlueDoor may set a flat fee, provided that such flat fee
does not exceed the fee that would otherwise be calculated under the graduated fee table below.

            Assets Under Management                                    Annualized Fee %
                  First $5.0 million                                          1.50%

                  Next $5.0 million                                           1.25%

                  Next $2.5 million                                           1.15%

                  Next $2.5 million                                           1.00%

                  Next $5.0 million                                           0.75%

                  Next $5.0 million                                           0.60%

                  Over $20 million                                            0.50%

With a graduated or blended fee schedule, different asset levels are assessed different fees. This way, all
Clients, regardless of account size, pay the same fee percentage on the same asset level. As an example
utilizing the full fee table, the fee for a Client with assets under management of $30 million would be
calculated as follows:

       $5.0 million x 1.50% = $75,000
       $5.0 million x 1.25% = $62,500
       $2.5 million x 1.15% = $28,750
       $2.5 million x 1.00% = $25,000
       $5.0 million x 0.75% = $37,500
       $5.0 million x 0.60% = $30,000
       $5.0 million x 0.50% = $25,000

Annualized Fee = $283,750 or 0.94%. However, fees are paid quarterly, so the fee would be assessed at
$70,937.50 or approximately 0.23%, with a recalculation every three months to reflect changes in
market value. If the market value declines, the annualized fee will decline; if the market value increases,
the annualized fee will increase.

WealthShed

WealthShed offers financial planning services on a flat-fee basis, billed quarterly in advance. The specific
fee applicable to each WealthShed client is set forth in the client's financial planning agreement. For
more information on WealthShed's fee structure, please visit www.wealthshed.com.

B. Payment Methods

Fees for Investment Management Services are based on the valuation of each account at the start of
each calendar quarter and deducted on or just after the first trading day of that quarter. In any partial
calendar quarter because of a new client or a deposit that will require investment management services
in the current quarter, the fee will be prorated based on the number of days that the account or assets
were available to manage during the calendar quarter and may be billed at the time those assets were
available to manage or the start of the next quarter even if it results in two distinct billing events during
the quarter so long as it represents the assets and time period they will be managed.

BlueDoor maintains custodial relationships with Charles Schwab & Co., Inc. ("Schwab"), National Financial
Services LLC and Fidelity Brokerage Services LLC (collectively, "Fidelity"), and Altruist Financial LLC
("Altruist"). When Client assets are held at one of BlueDoor's custodians, fees are generally deducted
directly from Client accounts. Clients will receive custody statements from their custodian quarterly and
should review them carefully to ensure fees are calculated accurately. Should you believe your fee has
been calculated inaccurately, please contact BlueDoor promptly to resolve the issue.

Clients are in no way obligated to utilize any of BlueDoor's recommended custodians. However, should a
Client select a custodian other than one with whom BlueDoor maintains a custodial relationship, fees
may not be able to be directly deducted from their accounts, and Clients will be billed quarterly in
advance using the same calculation methodology described in this section.

C. Other Fees and Expenses

The “annualized fee” excludes brokerage costs such as commissions, markups, markdowns, ticket
charges, and underlying fund expenses. BlueDoor does not receive or share in any such fees.

The Firm may recommend the purchase of individual securities (e.g., stocks and bonds), exchange-
traded funds (“ETFs”), or mutual funds (collectively, “Funds”). If BlueDoor recommends the purchase of
Funds, Clients are subject to two (2) layers of fees:

1) Direct advisory fee according to the fee table in this section, and 2) Indirect advisory fees (that is, the
advisory fee paid by Fund to the adviser of the Fund. For a detailed treatment of brokerage costs, please
carefully review “Item 12 – Brokerage Practices”.

D. Timing of Fee Payment, Termination Provisions, and Refunds

Before providing Investment Management Services, a Client will be required to enter into a written
investment advisory agreement (the “Agreement”). The Agreement sets forth the terms and conditions of
the engagement and describes the scope of services to be provided. Fees are paid each calendar

quarter in advance. Clients have the right to terminate the Agreement without penalty at any time. The
Agreement will continue in effect until terminated by either party via written notice to the other party.
Upon termination, fees are prorated through the date of termination and any unearned portion will be
refunded.
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Item 7 — Types of Clients

BlueDoor offers Investment Management Services (“IMS”) to individuals and high net worth individuals.
Minimum account sizes, if any, are established by the individual IAR servicing the account and will be
disclosed in the client's investment advisory agreement.