Boston Standard Wealth Management LLC

Item 5: Fees & Compensation

We are required to describe our brokerage, custody, fees and fund expenses so you will know how much you are
charged and by whom in conjunction with the advisory services we provide you. Please see Item 12-Brokerage
Practices for additional information.

Wealth Management Services:

   Assets Under Management                     Asset-Based Fee               Annual Financial Planning Update
                                                                                          Fee*
          First $250,000                            1.15%
          Next $500,000                             1.00%
                                                                                       $600 - $5,000
         Next $1,000,000                            0.85%
         Over $1,750,000                         Flat 0.75%
         Over $3,500,000                         Flat 0.65%
         Over $5,250,000                         Flat 0.55%
                                                                                              $0
         Over $8,625,000                         Flat 0.45%
         Over $12,000,000                        Flat 0.35%

* For those clients who request financial planning the first-year planning fee is typically $1,000 - $5,000.
Thereafter, the Annual Financial Planning Fee update is typically lower than each client’s first-year financial
planning fee.

Financial Planning Fees
For clients who request financial planning services, we assess an annual fixed fee that is agreed upon at the
inception of the engagement. In the first year, the fee normally ranges from $1,000 to $5,000. This fee is agreed
upon in advance. After the first year, the fee is renegotiated and is typically $600 to $5,000. However, it may be

higher or lower based on specific client circumstances. This financial planning fee is in addition to the Asset-Based
fee for investment management services. We do not charge a separate financial planning fee for clients whose
investment portfolio value is $1,750,000 or more. Also, once your portfolio value exceeds $1,750,000, your fee
schedule converts to a flat rate rather than a tiered rate, as illustrated above. When financial planning fees are
charged, they are assessed once per year on or about the anniversary of your engagement with us when the plan
update is prepared.

Investment Management Fees
Our asset-based fees are billed monthly in arrears according to the fee schedule above and are based on the time-
weighted average daily value of the billable assets in your portfolio during the previous month. Billable assets are
those in the portfolio that we manage for you. Accounts may also hold non-billable assets. For example, with a
few exceptions we do not include cash in the value of billable assets. As a courtesy we may also hold legacy or
other positions that we mutually agree are non-billable in your portfolio. Although this is provided as a benefit to
our clients, it also represents a conflict of interest, because we earn more money if your portfolio is fully invested
as opposed to sitting in cash or other non-billable assets. We mitigate this conflict by planning your investments in
a way that is designed to meet your goals, and then executing that plan. This includes setting aside cash as needed
for planned expenses. If we set aside cash, we will not reinvest those funds unless the plan changes. If you
designate certain assets as non-managed and therefore non-billable, we will not convert them to managed
positions without your permission.

Non-billable assets may also include 529 Plans or any other assets as we mutually agree. Non-billable assets are
not included in the aggregate value of accounts used to calculate fee tier breakpoints.

Our investment management fees are generally not negotiable. Under certain circumstances, we reserve the right
to negotiate a fixed fee at our discretion or to waive financial planning fees.

Fees will be automatically deducted from your managed account*. As part of this process, you understand and
acknowledge the following:

         a) Your independent custodian sends statements at least quarterly to you showing all disbursements for
            your account, including the amount of the advisory fees paid to us, and
         b) You provide authorization permitting us to be directly paid by these terms.

         *With the exception of financial planning fees, we do not offer direct billing as an option to our Wealth
         Management clients.

You will incur transaction charges for trades executed in your accounts (we do not receive any part of these fees).
These transaction fees are separate from our fees and will be disclosed by the firm through which the trades are
executed. Also, you will pay the following separately incurred expenses (we do not receive any part of these fees):
charges imposed directly by an exchange traded fund, mutual fund, or index fund which shall be disclosed in the
fund’s prospectus (i.e., fund management fees and other fund expenses). You should review all fees charged by
funds, brokers, BSWM and others to fully understand the total amount of fees paid by you for investment and
financial-related services.

If you wish to terminate our financial planning services, you need to contact us in writing and state that you wish
to cancel our Agreement. For purposes of calculating refunds, the fee for all work performed by us up to the point
of termination shall be calculated at our hourly rate of $350 or the hourly rate in effect at the time of termination.

General Consulting:

In limited circumstances, we provide consulting services for a fixed fee. The total estimated fee, as well as the
ultimate fee that we charge you, is determined based on the scope and complexity of the services you request.
Specific fees for you are outlined in the written agreement.
...

Item 7: Types of Clients & Account Requirements

We have the following types of clients:
   • Individuals and High Net Worth Individuals;
   • Trusts, or Estates;
   • Pension and Profit Sharing Plans;

We do not generally impose a minimum portfolio value for conventional investment advisory services or a
minimum fee. We also consider a prospective client’s age, savings rate and personality to help determine if we are
a good fit to serve that investor.