Calculated Wealth LLC

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five (5)
business days of signing the contract without incurring any advisory fees and without penalty. How we are paid
depends on the type of advisory service we are performing. Please review the fee and compensation
information below.

Financial Planning Fixed Fee
Financial Planning will be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any
work. The fixed fee can range between $4,500 and $60,000. The fee is negotiable. If a fixed fee program is
chosen, fees will be due quarterly, however, Calculated Wealth will not bill an amount above $1,200.00 more
than 6 months in advance. In the event of early termination, the client will be billed for the hours worked at a
rate of $400 per hour. If the initial deposit is greater than the amount billed, then the client will be refunded
the difference. If the initial deposit is less, then the client will be billed the difference.

Financial Planning Hourly Fee
Financial Planning fee is also available for an hourly rate of $400 per hour, depending on complexity. The fee
may be negotiable in certain cases. Half of the quoted fee will be paid in advance with the remainder due at
the completion of the engagement. In the event of early termination, any fees for the hours already worked
will be due and any unearned fees will be refunded.

Financial Planning and Investment Management

For our high-net-worth client relationships, we offer Comprehensive Financial Planning, which consists of an
annual fee billed directly to the client ranging from $10,000 to $60,000.00, paid monthly or quarterly in
advance. All fees are negotiable and depend on the complexity of the needs of clients and goals. This service
may be terminated with 15 days’ notice. Upon termination of any account, the fee will be prorated, and any

unearned fee will be refunded to the client. Clients with more than $1,400,000 in Assets Under Management
will receive Financial Planning at no additional charge.

Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and is calculated as
follows:
                       Account Value                             Annual Advisory Fee
                       $0 - $1,000,000                                   1.00%
                  $1,000,001 - $3,000,000                                0.75%
                     Above $3,000,000                                    0.50%

The fee is negotiable and is pro-rated and paid in arrears on a monthly basis. The advisory fee is a blended fee
and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above
chart, resulting in a combined weighted fee. For example, an account valued at $4,500,000 would pay an
effective fee of 0.72% with the annual fee of $32,500. The monthly fee is determined by the following
calculation: [(1.00% x ($ Value of Assets in $0 - $1,000,000 range)) + (0.75% x ($ Value of Assets in $1,000,001
- $3,000,000 range)) + (0.50% x ($ Value of Assets Above $3,000,000))]/12. No increase in the annual fee shall
be effective without agreement from the client by signing a new agreement or amendment to their current
advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 30 calendar days in
advance. Since fees are paid in arrears, no rebate will be needed upon termination of the account.

Investment Management Services - With Tactical Asset Allocation
Our standard advisory fee is based on the market value of the assets under management and is calculated as
follows:
                       Account Value                        Maximum Annual Advisory Fee
                          All Assets                                     2.00%

The fee is negotiable and is pro-rated and paid in arrears on a monthly basis. The advisory fee is a tierred fee
and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above
chart, resulting in a combined weighted fee.

For example, an account valued at $4,500,000 would pay an annual rate of 1.50%, with the monthly fee of
$5,625. The monthly fee is determined by the following calculation: (($4,500,000 x 1.50%) ÷ 12)= $5,625.

No increase in the annual fee shall be effective without agreement from the client by signing a new agreement
or amendment to their current advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 30 calendar days in
advance. Since fees are paid in arrears, no rebate will be needed upon termination of the account.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses that
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other
third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer
and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual
fund and exchange traded funds also charge internal management fees, which are disclosed in a fund’s
prospectus. Such charges, fees and commissions are exclusive of and in addition to our fee, and we shall not
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Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals, high net-worth individuals
and small businesses.
Our minimum account size requirement is $500,000. This requirement may be negotiable in certain situations.