Bluestone Private Wealth LLC

Item 5: Fees and Compensation

A. Fee Schedule

Wealth Advisory Oversight Fees

        Total Assets Under Advisement          Annual Fees
        All Assets                              0.75%

BPW uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.

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 BPW's fees within five
business days of signing the Investment Advisory Contract. Thereafter, clients may
terminate the Investment Advisory Contract immediately upon written notice.

Selection of Other Advisers Fees

BPW may direct clients to third-party investment advisers. Clients will pay BPW its
standard fee in addition to the fee clients pay directly to the third-party adviser. The fees
will not exceed any limit imposed by any regulatory agency. BPW will always act in the
best interests of the client, including when determining which third-party investment
adviser to recommend to clients. BPW will ensure that all recommended advisers are
exempt, licensed or notice has been filed in the states in which BPW is recommending
them to clients.

Financial Planning Fees

Fixed Fees

There is no rate for creating client financial plans. Clients are charged a maximum of 0.75%
of assets under advisement which includes both services, investment management and
financial planning. The fees are negotiable, and the final fee schedule will be attached as
Exhibit II of the Financial Planning Agreement.

B. Payment of Fees

Payment of Wealth Advisory Oversight Services Fees

Wealth Advisory Oversight Service fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis, or may be invoiced and billed
directly to the client on a quarterly basis. Clients may select the method in which they are
billed, either check or bank transfer. Fees are paid in arrears. If the agreement date is after
the first day of a quarter, Wealth Advisory Oversight fees will be prorated to only include
the remaining days in the quarter.

BPW, in its sole discretion, may negotiate to charge a lesser fee based upon certain criteria,
such as the complexity of the client’s portfolio, the level of expertise required to service
the account, the staff time involved in servicing the account, and dollar amount of assets
to be managed.

Payment of Other Advisers Fees

The timing, frequency, and method of paying fees to third-party managers will depend
on the specific third-party adviser.

Payment of Financial Planning Fees

Wealth Advisory Oversight Service fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis, or may be invoiced and billed
directly to the client on a quarterly basis.

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 BPW. Please see Item 12 of this brochure
regarding broker-dealer/custodian.

D. Prepayment of Fees

BPW collects its fees in arrears. It does not collect fees in advance.

E. Outside Compensation for the Sale of Securities to Clients

Neither BPW 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

BPW generally provides its Wealth Advisory Oversight services to High-Net-Worth
Individuals.

There is no account minimum for any of BPW’s services.