Fiduciary Wealth Partners LLC

Item 5. Fees and Compensation
Wealth Management Fee
FWP provides wealth management services for an annual fee based upon a percentage of the market value of
the assets being managed by FWP, including any money market funds held in the managed account. FWP’s
annual fee is exclusive of, and in addition to brokerage commissions, transaction fees, and other related costs
and expenses which are incurred by the client. FWP does not, however, receive any portion of these
commissions, fees, and costs. FWP’s annual fee is prorated and charged quarterly, in arrears, based upon the
average daily market value of the assets being managed by FWP during the previous quarter, however for certain
clients it will base this fee on the market value of the assets being managed by FWP on the last day of the
previous quarter. The annual fee varies between (0.08% -1.00%), depending upon the market value of the assets
under management and the type of wealth management services to be rendered.

In addition, FWP, in its sole discretion, may negotiate to charge a flat fee or a lesser management fee based
upon certain criteria (e.g., anticipated future earning capacity, anticipated future additional assets, dollar amount
of assets to be managed, related accounts, account composition, pre-existing client, account retention, pro bono
activities, etc.).

Fees Charged by Financial Institutions
As further discussed in response to Item 12 (below), FWP does not recommend that clients utilize the brokerage
and clearing services of any one particular financial institution for investment management accounts. The firm
works with clients to determine which broker-dealer or other financial institution is appropriate for their needs.
Financial institutions include, but are not limited to, any broker-dealer suggested by the firm or directed by the
client, trust companies, banks etc. (collectively referred to herein as the “Financial Institutions"). FWP may only
implement its investment management recommendations after the client has arranged for and furnished FWP
with all information and authorization regarding accounts with the appropriate Financial Institutions.

                 Fiduciary Wealth Partners, LLC Disclosure Brochure

Clients may incur certain charges imposed by the Financial Institutions and other third parties such as fees
charged by Independent Managers, custodial fees, brokerage commissions, transaction fees, charges imposed
directly by a mutual fund or exchange-traded fund (ETF) in the account, which are disclosed in the fund’s
prospectus (e.g., fund management fees and other fund expenses), 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. Such charges, fees and commissions are exclusive of and in addition to FWP’s fee.

FWP’s Agreement and the separate agreement with any Financial Institutions authorizes FWP or Independent
Managers to debit the client’s account for the amount of FWP’s fee and to directly remit that management fee to
FWP or the Independent Managers. Any Financial Institutions recommended by FWP have agreed to send a
statement to the client, at least quarterly, indicating all amounts disbursed from the account including the amount
of management fees paid directly to FWP. Alternatively, clients may elect to have FWP send an invoice for
payment.

Fees for Management during Partial Quarters of Service
For the initial period of investment management services, the fees are calculated on a pro rata basis. The
Agreement between FWP and the client will continue in effect until terminated by either party pursuant to the
terms of the Agreement. FWP’s fees are prorated through the date of termination and any remaining balance is
charged or refunded to the client, as appropriate. Clients may make additions to and withdrawals from their
account at any time, subject to FWP’s right to terminate an account. Additions may be in cash or securities
provided that FWP reserves the right to liquidate any transferred securities or decline to accept particular
securities into a client’s account. Clients may withdraw account assets on notice to FWP, subject to the usual
and customary securities settlement procedures. However, FWP designs its portfolios as long-term investments
and the withdrawal of assets may impair the achievement of a client’s investment objectives. FWP may consult
with its clients about the options and ramifications of transferring securities. However, clients are advised that
when transferred securities are liquidated, they are subject to transaction fees, fees assessed at the mutual fund
level (i.e. contingent deferred sales charge) and/or tax ramifications. If assets are deposited into or withdrawn
from an account after the inception of a quarter the fee payable with respect to such assets will not be adjusted
or prorated based on the number of days remaining in the quarter

Item 7. Types of Clients
FWP generally provides its services to individuals, trusts, estates, family limited partnerships, retirement
accounts, and privately held companies.

No Account Size or Minimum Fee
FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining
a relationship with FWP. Certain Independent Managers may, however, impose more restrictive account
requirements and varying billing practices than FWP. In such instances, FWP may alter its corresponding account
requirements and/or billing practices to accommodate those of the Independent Managers.