Buckley Wealth Management LLC

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Comprehensive Portfolio Management:

    The maximum annual fee charged by BWM for this service will not exceed 1.00%.

    Fees are negotiable and will be outlined in the advisory agreement to be signed by the client.
    Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the
    account(s) on the last day of the previous quarter and will be deducted from client account(s). Fees
    may be deducted wholly by our firm, or by both our firm and the chosen Sub-Adviser or SMA.
    Adjustments will be made for net deposits and withdrawals in excess of $50,000 per day. We will bill
    advisory fees on cash and cash equivalents unless otherwise agreed to in writing. If accounts are
    opened during the quarter, the advisory fee due will be calculated on a pro-rata basis. 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 account(s) and all account disbursements, including
            the amount of the advisory fees paid to our firm;
         b) Clients will provide authorization permitting our firm, Sub-Adviser and/or SMA to be directly
            paid by these terms. Our firm will send an invoice directly to the custodian for our fee only;
            and
         c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
            information provided in our statement with those from the qualified custodian will be
            included.

    Our firm may utilize the services of a Sub-Adviser. Clients utilizing these services will be charged a
    separate fee to be paid to the Sub-Adviser in addition to our fee described above. This fee will be
    outlined in the Sub-Adviser’s advisory agreement to be signed by the client.

    Our firm may charge advisory fees on assets invested in private funds and other alternative
    investment vehicles in accordance with the client’s advisory agreement. Valuations used for billing
    purposes for such investments may be based on information provided by the fund sponsor,

ADV Part 2A – Firm Brochure                      Page 6 of 21                         Buckley Wealth Management, LLC

    administrator, or another third party source and may be delayed, estimated, unaudited, or subject to
    change.

    Financial Planning & Consulting:

    Our firm charges on a flat fee basis for standalone financial planning and consulting services. The
    total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
    engagement with the client. Flat fees will not exceed $50,000 generally charged semi-annually in
    arrears, payable via direct invoice. The fee-paying arrangements will be determined on a case-by-
    case basis and will be detailed in the signed consulting agreement.

    Retirement Plan Consulting:

    Our Retirement Plan Consulting services are billed either on a flat fee basis or based on the
    percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee
    charged, is based on the scope and complexity of our engagement with the client. Annual flat fees will
    not exceed $50,000. Fees based on a percentage of managed Plan assets will not exceed 1.00%. The
    fee-paying arrangements for this service will be determined on a case-by-case basis and will be
    detailed in the signed consulting agreement.

    Other Types of Fees & Expenses

    Clients will incur transaction fees for trades executed by their chosen custodian, either based on a
    percentage of the dollar amount of assets in the account(s) or via individual transaction charges.
    These transaction fees are separate from our firm’s advisory fees and will be disclosed by the chosen
    custodian. Fidelity also charges markups and markdowns on certain fixed income trades, but does
    not assess transaction fees for U.S. listed equities and exchange traded funds for clients who opt into
    electronic delivery of statements or maintain at least $1 million in assets at Fidelity.

    Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
    charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
    disclosed in the fund’s prospectus (i.e., fund management fees, initial or deferred sales charges,
    mutual fund sales loads, 12b-1 fees, surrender charges, variable annuity fees, IRA and qualified
    retirement plan fees, and other fund expenses). Clients investing in private funds and other
    alternative investment vehicles will also generally incur fund-level fees and expenses as described
    in the applicable offering documents. Our firm does not receive a portion of these fees. For more
    information on brokerage arrangements, please refer to Item 12 of this Brochure.

    Termination & Refunds

    Either party may terminate the advisory agreement signed with our firm for Comprehensive
    Portfolio Management services in writing at any time. Upon notice of termination our firm will
    process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the
    beginning of the quarter.

    Either party to a Retirement Plan Consulting Agreement may terminate at any time by providing
    written notice to the other party. Full refunds will only be made in cases where cancellation occurs
    within 5 business days of signing an agreement. After 5 business days from initial signing, either
    party must provide the other party 30 days’ written notice to terminate billing. Billing will terminate

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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 does not impose requirements for opening and maintaining accounts or otherwise engaging
    us.