Greenhouse Wealth Management LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
agreements with the Advisor.

A. Fees for Advisory Services
Wealth Management
Wealth management fees are paid quarterly, at the end of each calendar quarter, pursuant to the terms of the
wealth management agreement. Wealth management fees are based on the market value of assets under
management at the end of each calendar quarter. Wealth management fees are a combination of investment
management services and financial planning services. Wealth management fees are based on the following tiered
schedule:

                              Assets Under Management ($)                 Annual Rate (%)
                               Up to $1,500,000                               1.00%
                               $1,500,001 to $3,000,000                       0.90%
                               $3,000,001 to $5,000,000                       0.75%
                               $5,000,001 to $10,000,000                      0.60%
                               Over $10,000,000                               0.50%

The fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first
quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration
the aggregate assets under management with the Advisor. All securities held in accounts managed by
Greenhouse will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
Custodian’s valuation to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C. below, which may be incurred by the Client. However, the
Advisor shall not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Greenhouse offers stand-alone financial planning for a fixed engagement fee ranging from $5,000 to $15,000.
Fees may be negotiable depending on the nature and complexity of each Client’s circumstances. The fixed fee will
be determined prior to establishing the advisory relationship.

B. Fee Billing
Wealth Management
Wealth management fees will be calculated by the Advisor and either deducted from the Client account[s] at the
Custodian or billed via invoice. The Advisor shall send an invoice to the Custodian indicating the amount of the
fees to be deducted from the Client’s account[s] at the respective quarter-end date. The amount due is calculated
by applying the quarterly rate (annual rate divided by 4) to the total assets under management with Greenhouse at
the end of each quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting
deduction of the investment management fee. It is the responsibility of the Client to verify the accuracy of these
fees as listed on the custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients
provide written authorization permitting advisory fees to be deducted by Greenhouse directly from their accounts
held by the Custodian as part of the investment management agreement and separate account forms provided by
the Custodian.

Certain Clients may prefer to have their investment management fees invoiced directly to the Client. In such
instances, the Client shall pay investment management fees via check.

Financial Planning Services

                                         Greenhouse Wealth Management, LLC
                                       8 Wright Street, Suite 107, Westport, CT 06880
                                                   Phone: (203) 561-5002
                                                www.greenhousewealth.com

Financial planning fees are invoiced up to 50% upon execution of the financial planning agreement and the
remaining balance upon receipt of the agreed upon deliverable[s].

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties other than Greenhouse in connection with
investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities
execution fees charged by the Custodian, if applicable. The Advisor's recommended Custodian does not charge
securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the
terms and conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for
mutual funds and other types of investments. The investment management fee charged by Greenhouse is
separate and distinct from these custody and execution fees.

In addition, all fees paid to Greenhouse for investment advisory services are separate and distinct from the
expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are
described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for
the funds, other fund expenses, account administration (e.g., custody, brokerage, and account reporting), and a
possible distribution fee. A Client may be able to invest in these products directly, without the services of
Greenhouse, but would not receive the services provided by Greenhouse, which are designed, among other
things, to assist the Client in determining which products or services are most appropriate for each Client’s
financial situation and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and
the fees charged by Greenhouse to fully understand the total fees to be paid. Please refer to Item 12- Brokerage
Practices for additional information.

D. Advance Payment of Fees and Termination
Wealth Management
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Item 7 – Types of Clients
Greenhouse provides investment advisory services to individuals, high net worth individuals, trusts, and estates.
The amount of each type of Client is available on the Advisor's Form ADV Part 1A. These amounts may change
over time and are updated at least annually by the Advisor. Greenhouse generally does not impose a minimum
size for establishing a relationship.