Demand Wealth LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services varies between .25 to 2.5% depending upon the market
value of your assets under our management, the type and complexity of the asset managment
services provided, as well as the level of administration requested either directly or assumed by the
client. Assets in each of your account(s) are included in the fee assessment unless specifically
identified in writing for exclusion. The specific fee charged to your account will be specified in the
agreement you sign with our firm.

Our portfolio management fee is billed and payable monthly in advance, based on the balance of
assets under management as of the last trading day of the previous month. The advisory fee will begin
one month following the execution of the advisory agreement with our firm, which means our services
are complimentary during the first month of engagement of our advisory services.

If the portfolio management agreement is executed at any time other than the first day of a calendar
month, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the month for which you are a client.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement upon the closing or transferring of your
account or by giving 30 days written notice. Since fees are paid monthly, in advance, you will be billed
for the last month for which your assets are managed and no refund is given.

Financial Planning Services
We make available certain financial planning modules, free of charge, on our interactive website. In
addition to these many free modules, we charge a flat fee of $99 for limited financial consulting video
chat, and $1,000 for more comprehensive financial planning services, delivered electronically or, in
limited circumstances, including personal consultation. If you request an update or additional planning
services following the delivery of the initial financial plan, services will be billed at an additional $1,000
flat fee. Fees for financial planning services are separate and in addition to any fees paid for our digital
Portfolio Management Services.

We will not require prepayment of a fee more than six months in advance and in excess of $1,200.

You may terminate the financial planning agreement upon the closing or transferring of your account or
by giving written notice to our firm. If you have pre-paid financial planning fees that we have not yet
earned, you will receive a prorated refund of those fees. If financial planning fees are payable in
arrears, you will be responsible for a prorated fee based on services performed prior to termination of
the financial planning agreement.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You may also incur transaction charges and/or
brokerage fees when purchasing or selling securities, if imposed by account custodians. These
charges and fees are typically imposed by the broker-dealer or custodian through whom your account
transactions are executed. We do not share in any portion of the brokerage fees/transaction charges
imposed by the broker-dealer or custodian. To fully understand the total cost you will incur, you should
review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For
information on our brokerage practices, refer to the Brokerage Practices section of this brochure.

Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals) and high
net worth individuals.

In general, for our model portfolios, we have minimum investment requirements: Demand Wealth Basic
Portfolios require a $500 investment minimum, and all remaining portfolios require a $5,000
minimum. We may also combine account values for you and your minor children, joint accounts with
your spouse, and other types of related accounts to meet the stated minimum.