Boyd Wealth Management LLC

Item 5: Fees & Compensation

   Compensation for Our Advisory Services

   Comprehensive Wealth Management:

                         Assets Under Management           Annual Percentage of Assets Charge*
                              First $1,000,000                           1.25%
                              Next $1,000,000                            0.75%
                              Next $3,000,000                            0.60%
                              Next $5,000,000                            0.50%
                             Over $10,000,000                            0.40%

   *Example: A client with $3,000,000 invested with us would pay 1.25% on the first $1,000,000, 0.75% on the next
   $1,000,000, and 0.60% on the remaining $1,000,000 for a total blended fee of $26,000, or 0.87%.

   Clients with $2,000,000 or more of investable assets under our management will receive Financial Planning at no
   additional cost. Our firm believes a financial plan is critical to comprehensive wealth management, therefore
   clients under $2,000,000 of assets under our management will be billed per the above fee schedule and billed
   separately for a Financial Planning fee to reach a combined minimum annual fee of $20,000/year. This planning
   fee will be detailed in the signed client agreement and will be based on the scope and complexity of the plan as
   disclosed below.

   Fees to be assessed will be outlined in the advisory agreement to be signed by the Client. Annualized fees are
   billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous
   month. Fees are generally not negotiable except at our sole discretion and will be deducted from client account(s).
   In rare cases, our firm will agree to directly invoice. As part of this process, Clients understand the following:

            a) The client’s independent custodian sends statements at least quarterly showing the market values
            for each security included in the Assets and all account disbursements, including the amount of the
            advisory fees paid to our firm.

   Financial Planning:

   Our firm charges a one-time or flat annual fee for financial planning services depending on client needs. The
   estimated fee is based on the scope and complexity of our engagement with the client. Typically, our Financial
   Planning fee starts at $5,000. This fee may be paid via a one-time installment or paid in multiple installments as
   detailed in the signed client agreement; payments may be made by check or our online payment provider. Our
   minimum Financial Planning fee is generally not negotiable except at our sole discretion.

Page | 10                                   ADV Part 2A – Firm Brochure                Boyd Wealth Management, LLC

   Retirement Plan Consulting:

   Fees for the Retirement Plan Services ("Fees") are negotiable. A description of the different types of fees for
   Retirement Plan Services appears in the fee schedule below:

                          Fee Type                                                 Fee Range
        Assets Under Management                               0.00% - 1.25%
        Flat Fee                                              $0 - $100,000+
        Project Fee                                           $0 - $25,000+

   Depending upon the capabilities and requirements of the Plan’s recordkeeper or custodian, we may collect our
   Fees in arrears or in advance. Typically, Sponsors instruct the Plan’s recordkeeper or custodian to automatically
   deduct our Fees from the Plan account; however, in some cases a Sponsor may request that we send invoices
   directly to the Sponsor or recordkeeper/custodian.

   Sponsors receiving Retirement Plan Services may pay more than or less than a client might otherwise pay if
   purchasing the Retirement Plan Services separately or through another service provider. There are several factors
   that determine whether the costs would be more or less, including, but not limited to, the size of the Plan, the
   specific investments made by the Plan, the number of or locations of Plan participants, the Retirement Plan
   Services offered by another service provider, and the actual costs of Retirement Plan Services purchased
   elsewhere. In light of the specific Retirement Plan Services offered by BWM the Fees charged may be more or less
   than those of other similar service providers.

   In determining the value of the Account for purposes of calculating any asset-based Fees, Advisor will rely upon
   the valuation of assets provided by Sponsor or the Plan’s custodian or recordkeeper without independent
   verification. If, however, there are circumstances which, in the Advisor’s judgment, render the custodian’s
   valuation inappropriate in which case Advisor will value securities listed on any national securities exchange at the
   closing price on the principal exchange on which they are traded and will value any other securities in a manner
   determined in good faith by Advisor to reflect fair market value. In all events, any such valuation will not be any
   guarantee of the market value of any of the assets in the Plan.

   Unless we agree otherwise, no adjustments or refunds will be made in respect of any period for (i) appreciation
   or depreciation in the value of the Plan account during that period or (ii) any partial withdrawal of assets from the
   account during that period. If the Agreement is terminated by us or by Sponsor, we will refund certain Fees to
   Sponsor to the extent provided in Section 8 of the Agreement. Unless we agree otherwise, all Fees shall be based
   on the total value of the assets in the account without regard to any debit balance.

   All Fees paid to BWM for Retirement Plan Services are separate and distinct from the fees and expenses charged
...

Item 7: Types of Clients & Account Requirements

   Our firm has the following types of clients:

            •   Individuals and High Net Worth Individuals;
            •   Trusts, Estates or Charitable Organizations;
            •   Pension and Profit Sharing Plans;
            •   Corporations, Limited Liability Companies and/or Other Business Types

   Our firm works with clients with $2,000,000 or more of investable assets for our Comprehensive Wealth
   Management service; financial planning is included at no additional fee for clients who meet this threshold. For
   clients with less than $2,000,000 of investable assets, we offer asset management and financial planning that will
   be billed separately.

   Our Retirement Plan Services are available to clients that are sponsors or other fiduciaries to plans, including but
   not limited to 401(k), Defined Benefit Plans and Cash Balance Plans. Plans include participant-directed defined
   contribution plans and trustee defined benefit plans. Plans may or may not be subject to ERISA. We do not require
   a minimum asset amount for Retirement Plan Services.

Page | 13                                    ADV Part 2A – Firm Brochure                Boyd Wealth Management, LLC