Diamond Wealth Management LLC

Item 5: Fees and Compensation
 Method of Compensation and Fee Schedule
 ASSET MANAGEMENT
 DWM offers discretionary direct asset management services to advisory clients. Fees for
 these services will be based on a percentage of Assets Under Management not to exceed 2%
 annualized.
 The annual fee may be negotiable. Accounts within the same household may be
 combined for a reduced fee. Fees are billed quarterly in advance based on the amount of
 assets managed as of the close of business on the last day of the previous quarter. The
 investment advisory fee will be billed directly to the Custodian. The Custodian will
 facilitate the to be deducted from the Account upon notification by Advisor, or
 shortly thereafter. Lower fees for comparable services may be available from other
 sources. Clients may terminate their account within five (5) business days of signing the
 Investment Advisory Agreement for a full refund and without obligation. After the initial
 five business days, Clients may terminate advisory services with thirty (30) days written
 notice. Client will be entitled to a pro rata refund for the days service was not provided in
 the final quarter. Client shall be given thirty (30) days prior written notice of any increase
 in fees, and client will acknowledge, in writing, any agreement of increase in said fees.
 From time to time, DWM may also utilize the services of a sub-adviser to manage clients'
 investment portfolios. DWM will enter into sub-advisor agreements with other
 registered investment advisor firms. When using sub-advisors, the client will not pay
 additional fees. The sub-advisors fees are included in the fees charged by DWM.
 FINANCIAL PLANNING FEES
 Financial planning services are billed on either an hourly or fixed/flat fee basis. Financial
 Planning fees will be negotiated in advance and will be set-out in each client's Financial
 Planning Agreement.
 Clients have the option to pay:
     • 50% upon executing the agreement, with the balance due upon delivery of the plan.
     • Upon delivery of the completed plan.
 Clients may terminate their account within five (5) business days of signing the
 Investment Advisory Agreement for a full refund and without obligation. For cancellations
 occurring after the initial five business days, Client will be entitled to a pro-rate refund, or
 DWM will be entitled to a pro-rate fee, based on the percentage of work completed.

                                 Diamond Wealth Management

    HOURLY FEES
    Hourly fees will be assessed at a rate of up to $350 per hour, this fee will typically be
    charged for those clients requiring limited assistance with their financial planning
    needs.
    FIXED FEES
    For clients requiring a comprehensive financial plan, a maximum flat fee of $10,000
    will be charged.
DWM, at its discretion, may waive financial planning fees for clients who implement the
plan with DWM.
PRIVATE PLACEMENT INVESTMENTS
Clients invested in Private Funds are subject to certain fees, such as a management,
performance or incentive fee and other fees and expenses, which are outlined in the fund’s
offering documents. It is important for clients to review the fund’s offering documents to
fully understand all the fees associated with the Fund.

Client Payment of Fees
Investment management fees are billed quarterly, in advance, at the beginning of each
calendar quarter, based on the preceding quarter-end account balance. Fees are usually
deducted from a designated client account to facilitate billing. The client must consent in
advance to direct debiting of their investment account.
Financial Planning fee will be negotiated in advance and will be set-out in each client's
financial planning agreement. Payment is due 50% upon execution of the agreement, with
the balance due upon delivery of the plan.

Additional Client Fees Charged
Custodians may charge transaction fees on purchases or sales of certain mutual funds,
equities, and exchange-traded funds. These charges may include Mutual Fund
transactions fees, postage and handling and miscellaneous fees. The selection of the
security is more important than the nominal fee that the custodian charges to buy or sell
the security.
For more details on the brokerage practices, see Item 12 of this brochure.

Prepayment of Client Fees
DWM does not require prepayment of fees of more than $1200 per client and six months
or more in advance. Upon termination, any fees paid in advance will be prorated to the
date of termination and any excess will be refunded to client.

External Compensation for the Sale of Securities to Clients
DWM does not receive any external compensation for the sale of securities to clients, nor
do any of the investment advisor representatives of DWM.

                               Diamond Wealth Management

Item 7: Types of Clients
 Description
 DWM generally provides investment advice to individuals, high net worth individuals,
 trusts, estates, or charitable organizations, corporations, or business entities.
 Client relationships vary in scope and length of service.

 Account Minimums
 DWM requires a minimum opening account balance of $250,000. DWM, in its sole
 discretion, may waive its minimum fee and/or charge a lesser investment advisory fee
 based upon certain criteria (e.g., historical relationship, type of assets, anticipated future
 earning capacity, anticipated future additional assets, dollar amounts of assets to be
 managed, related accounts, account composition, negotiations with clients, etc.).