Bostonpremier Wealth LLC

Item	5	–	Fees	and	Compensation
Asset Management Programs
Clients who elect to receive asset management services through one or more of BPW’s asset management
programs will generally pay BPW for those services with an annual asset management fee based on a
percentage of assets under management, including cash and money market positions. The maximum
account management fee that can be charged in any of our firm’s managed account program is listed in
the fee schedule below. Certain managed account programs have lower maximum annual fee amounts,
and fee schedules will vary among programs. Clients are urged to carefully review and discuss the contents
of this Brochure with their advisor, including descriptions of the various programs and services offered,
the fees and charges clients will pay, the means by which BPW and your advisor are compensated, and
the conflicts of interest that exist between the client and BPW and your advisor in respect to each program
or service offered, to determine the most appropriate programs or services for your specific needs.

Commonwealth PPS Program Fee Schedules
Following are the maximum allowable fee schedules for Commonwealth’s various PPS programs.
However, the Advisor’s maximum annual fee for assets under management range up to 1.75%.

PPS Custom Program
The maximum allowable annual management fee schedule for a new PPS Custom Program account is:

In addition to the annual management fee, and unless otherwise agreed between the client and the
advisor, clients participating in the PPS Custom Program will pay transaction charges as described in the
“Other Fees and/or Costs” section below. Clients participating in the PPS Custom Program may pay more
or less than clients might otherwise pay if purchasing the services separately. There are several factors
that determine whether such costs would be more or less, including, but not limited to, the following:

    •   Size of the account
    •   Types of securities and strategies involved
    •   Amount of trading effected by the advisor
    •   Actual costs of such services if purchased separately

The advisory fees charged for the services provided by Commonwealth and BPW, including research,
supplemental advisory, and client-related services offered through the PPS Custom Program, may exceed
those of other similar programs.

Transaction charges. In addition to the platform fee, transaction charges of $15 for buys and sells and a
maximum of $3 for periodic investment plans and systematic withdrawal plans will apply in the following
mutual fund families: Dodge & Cox, Vanguard, and Dimensional Fund Advisors (DFA), except that DFA
sells are $0. For trader-assisted transactions, an additional $5 fee is charged to BPW. A transaction charge
of $1 per contract for purchases and sales of options will apply. A $5 quarterly paper document fee will
apply account by account to all accounts not enrolled in electronic delivery of statements and
confirmations

PPS Select Program
Clients participating in the PPS Select Program will pay a total account fee that consists of a combination
of an advisor fee and a program fee. The maximum allowable advisor fee in the PPS Select Program is as
follows:

In addition to the annual advisor fee, all clients participating in PPS Select will pay an annual program fee.
There are several different PPS Select model portfolios with program fees that vary; however, the
maximum fee within the PPS Select program is as follows:

 The maximum annual advisor fee for certain account sizes and types may be negotiated.

 Commonwealth will charge a minimum annual program fee of $600 ($150 quarterly) for certain accounts, which
may exceed the maximum annual program fee percentage based on account size.

PPS Direct Program
Clients participating in the PPS Direct Program will pay an annual fee that consists of a combination of an
advisor fee and a program fee not to exceed 3%. In the event the combination of the advisor fee and the
program fee for a particular money manager and investment strategy exceeds 3%, the advisor fee will be
reduced such that the annual fee will not exceed 3%.

The maximum allowable advisor fee in the PPS Direct Program is as follows:

The maximum program fee in the PPS Direct Program is as follows:

Commonwealth performs fee billing on our firm’s behalf. In most cases, the annual account management
fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the
account’s AUM on the last business day of the previous calendar quarter. In some cases, the annual
account management fee will be payable monthly in advance computed as one-twelfth of the annual fee
based on the AUM on the last business day of the previous month-end, and in other cases, clients will pay
an annual flat dollar fee, payable quarterly in advance.

To the extent that you hold positions in your account for which pricing data is not readily available,
Commonwealth receives quarter-end values from alternative investment issuers or other service
providers which are used when calculating billable AUM for our clients. Neither BPW nor Commonwealth
engages in an independent valuation of your account assets and relies on valuations provided by the
investment issuers or other service providers. BPW (via Commonwealth and further via the account
custodian) will provide periodic account statements which include the market value of the alternative
investment based on information received from the investment issuer or other service provider. In
providing these account statements, or any other valuation information to you, (i) BPW relies on the
valuation information provided by the manager of the alternative investment or other service provider,
(ii) the valuation information used to determine the billing fee is based on estimates that may be outdated

as of the dates of the account statements, (iii) the products final valuations may be higher or lower than
...

Item	7	–	Types	of	Clients
BPW generally provides advisory services to the following types of clients:

    •   Individuals (other than high net worth individuals)
    •   High net worth individuals
    •   Charitable organizations
    •   Corporations or other businesses not listed above

BPW’s managed account programs generally require a minimum investment of $100,000. In some cases,
account balances may be combined at the household level to satisfy the account minimum. BPW may
waive this minimum investment requirement in its sole discretion.