Dimensions Wealth Management LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Comprehensive Portfolio Management:

Fees for Comprehensive Portfolio Management will be determined on a case by case basis. Generally,
our firm will charge based on the above fee schedule. The maximum annual fee charged for this
service will not exceed 2%. Fees to be assessed will be outlined in the advisory agreement to be
signed by the Client. Annualized fees are generally billed on a pro-rata basis monthly or quarterly in
advance based on the value of the account(s) on the last day of the previous quarter. Fees are
negotiable and will be deducted from client account(s). As part of this process, Clients understand
the following:

ADV Part 2A – Firm Brochure                     Page 5                      Dimensions Wealth Management, LLC

    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;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; 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.

Retirement Plan Consulting:

The annual fee for Retirement Plan Consulting services is billed monthly or quarterly in advance
(either deducted from Plan’s assets or direct invoice) based on value of the Plan’s assets on the last
day of the previous quarter. Should the Plan have more than one account, fees shall be payable in
proportion to the respective account value(s). The total estimated fee, as well as the ultimate fee
charged, is based on the scope and complexity of our engagement with the client. Fees will not exceed
1.35%. The fee-paying arrangements will be determined on a case-by-case basis and will be detailed
in the signed consulting agreement.

Deferred Sales Trust Services:

Fees for the Comprehensive Portfolio management of assets under a Deferred Sale Trust will be
determined on a case-by-case basis. Generally, our firm will charge a fee based on the same schedule
as for regular Comprehensive Portfolio Management services. The maximum annual fee charged for
this service will not exceed 1%. A portion of this fee shall be paid to the Third-Party responsible of
structuring and making the Deferred Sales Trust available to our clients. Our firm and our advisors
will retain 72.5% of the fee charged for the management of the assets while 27.5% of the fees shall
be paid to the Third-Party. Please see item 14 of this brochure for additional information on the
Deferred Sales Trust services. Annualized fees are billed on a pro-rata basis monthly or quarterly in
advance based on the value of the account(s) on the last day of the previous quarter. Fees are
negotiable and will be deducted from client account(s). As part of this process, Clients understand
the following:

    a) Clients must provide our firm with written authorization permitting direct payment of
       advisory fees from their account(s) maintained by a custodian who is independent of our
       firm;
    b) Our firm sends quarterly statements to the client showing the fee amount, the value of the
       assets upon which the fee is based, and the specific manner in which the fee is calculated as
       well as disclosing that it is the client’s responsibility to verify the accuracy of fee calculation,
       and that the custodian does not determine its accuracy;
    c) The account custodian sends a statement to the client, at least quarterly, showing all account
       disbursements, including advisory fees; and
    d) Our firm sends the account custodian a statement of the amount of the fee to be deducted
       from the client’s account concurrently with the sending of an invoice to the client.

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). These transaction fees are separate from
our firm’s advisory fees and will be disclosed by the chosen custodian. It is important to note that our

ADV Part 2A – Firm Brochure                     Page 6                       Dimensions Wealth Management, LLC

firm recommends the services of Raymond James, who does not charge transaction fees for U.S. listed
equities and exchange traded funds. 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), mark-ups and mark-
downs, spreads paid to market makers, fees for trades executed away from custodian, wire transfer
fees and other fees and taxes on brokerage accounts and securities transactions. Our firm does not
receive a portion of these fees.

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
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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;

Our firm generally requires a minimum of $500,000 in managed assets for our Comprehensive
Portfolio Management Services, however, this minimum may be waved at managements discretion.