Blueprint Wealth Management Inc

Item 5: Fees and Compensation
We are compensated for our advisory services by charging a percentage of assets under management
according to the average daily balance of your account for the preceding month. The value is based upon

the stated daily balance of securities listed by the custodian. Fees are to be paid on a monthly basis billed
in arrears. Our annual fee is generally 1% per annum of the market value of a client’s assets managed by
Blueprint The fee range stated is a guide. Fees are negotiable, and may be higher or lower than this range,
based on the nature of the account. Factors affecting fee percentages include the size of the account,
complexity of asset structures, and other factors.

As authorized in writing, we may directly debit our fees from any managed account maintained at a
qualified custodian provided the client receives at least quarterly statements from the custodian reflecting
all debits from the account.

All fees paid to Blueprint for investment advisory services are separate and distinct from the expenses
charged to the client in connection with any transaction to purchase or sell an investment, or any expense
directly associated with management of the portfolio. Clients may incur brokerage and other transaction
costs, which are further explained in Item 12: Brokerage Practices of this ADV. Furthermore, Item 10:
Other Financial Industry Activities and Affiliations of this ADV details other compensation earned by
Principals or other representatives of our firm.

We do not charge our fees in advance of services provided.

Item 6: Performance-Based Fee and Side-By-Side Management
We do not charge performance-based or side-by-side management fees.

Item 7: Types of Clients
We typically provide advisory services to individuals and high-net-worth individuals. We do not have a
minimum account size.