Grid 202 LLC

Item 5 - Fees and Compensation
A. Method of Compensation and Fee Schedule

Adviser’s fees are negotiable based on the type of services provided and the needs of the client and are
notated on the client agreement.

Investing Consulting Services

If you have engaged our firm for its investing consulting services or impact investing consulting services,
your account will be assessed a blended, annualized asset-based fee and they are calculated based on the
reporting period end value and as noted in the table below. Our minimum annual fee for this service is
$5,000.
                         Assets Under Management                            Annualized Asset-Based Fee
                              First $5,000,000                                1.0% or 100 Basis Points
                              Next $5,000,000                                 0.90% or 90 Basis Points
                              Next $5,000,000                                 0.80% or 80 Basis Points
                             Next $10,000,000                                 0.65% or 65 Basis Points
                             Above $25,000,000                                      Negotiable

Wealth Management Services

Under the firm’s wealth management services program, you will be assessed a blended, annualized
asset-based fee for accounts in which we provide our customized investment supervisory and financial
planning services, and they are calculated based on the reporting period end value and as noted in the
following table.

                         Assets Under Management                             Annualized Asset-Based Fee
                              First $5,000,000                                 1.0% or 100 Basis Points
                              Next $5,000,000                                  0.90% or 90 Basis Points
                              Next $5,000,000                                  0.80% or 80 Basis Points
                             Above $10,000,000                                 0.65% or 65 Basis Points
                             Above $25,000,000                                       Negotiable

Separately Managed Accounts

The Separately Managed Account Strategy is limited to High Net Worth clients or institutions with at least $1
million in investable assets. There is a negotiable minimum investment of $250,000 and an expense ratio of
.90% paid quarterly in advance, which includes Re-Envision Wealth’s fee.

Ongoing Financial Planning

An upfront fee that covers the first 6 months of the engagement. The upfront fee ranges from $2,500-
$20,000 based on the complexity of the client’s financial situation. After the first six months, there will be
a monthly fee of $416.67-$5,000 or a quarterly fee of $1,250-$15,000 paid in advance.

Project-based Financial Planning

$2,000-$5,000 fees are negotiable based on the client of the client’s financial situation. Half of the Fixed
Fee is due upon execution of the agreement and the remaining portion upon plan delivery. GRID,
however, will not accept payment of more than $1200 more than 6 months in advance.

Hourly Fees

Periodically, we may be engaged for our financial planning services under an hourly fee arrangement.
Fees for these services range from $250 to $1000/hour. You will be billed in 30-minute increments and a
partial increment will be treated as a whole.

Educational Workshops & Speaking Engagements

Speaking engagements will range in price depending on the length, location and enrollment. The client
and Advisor will agree on the fee associated with a specific engagement before it occurs. The fee will be
collected at the conclusion of the engagement. The fee is negotiable at the discretion of the Advisor and
services may be provided at no cost in certain cases. The fee is payable by check or Electronic Funds
Transfer.

Householding Accounts

For the benefit of potentially discounting your asset-based fees, we may aggregate accounts for the same
individual or two or more accounts within the same family, or accounts where a family member has
power of attorney over another family member or incompetent person's account. Should, however,
investment objectives be substantially different for any two or more household accounts requiring
different investment approaches or operational requirements, we do reserve the right to apply our fee
schedule separately to each account.

Estate Planning

The fees for estate planning will be determined based on the complexity of the planning services needed.
The fees may be negotiable in certain cases, will be agreed to at the start of the engagement, and are due
at the end of the engagement. Clients are not required to utilize any third-party products or services that
we may recommend, and they can receive similar services from other professionals at a similar or lower
cost.

B. Client Payment of Fees

Financial Planning and Investment Consultation Services

You will be directly invoiced for our financial planning and investment consulting services. We do not
withdraw fees for these services from a client’s investment account unless they are part of a wealth
management or investment supervisory services engagement. Financial planning fees are collected
annually on the anniversary of the client initially engaging Re-Envision Wealth or quarterly.
Asset-Based Fees

An annualized asset-based fees or minimum account fee will be billed quarterly, in arrears. An account’s
first billing cycle may occur once the agreement is executed and accounts are funded and this may be
irrespective of a partial period under our management, however, a partial period will be assessed a
prorated fee. Fee payments will generally be assessed within five or more business days following each
calendar billing period. The Firm may require a higher fee for non-discretionary accounts.

For purposes of determining account asset values, securities and other investment instruments traded
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Item 7 - Types of Clients
We provide our services to individuals, families, and institutions to assist them in meeting their financial
objectives in what is believed to be a cost-effective way. Clients are typically affluent and high net worth
households committed to aligning their personal values with their investments. Our ability to provide our
services depends on access to important information. Accordingly, you are expected to provide us with an
adequate level of information and supporting documentation throughout the term of the engagement,
including but not limited to source of funds, income levels, your (or your legal agent’s) authority to act on
behalf of the account, among other information. This helps us determine the appropriateness of our
financial planning or investment strategy for you and your account.
It is very important that you keep us up-to-date on significant changes that may call for an update to your
financial and investment plans. Events such as job changes, early retirement, marriage or divorce, or the
purchase or sale of a home or business can have a tremendous impact on your circumstances and needs.
If we are aware of such events, we can make the adjustments needed to your plan or advice in order to
keep you on track toward your goals.

Our firm does not require minimum income levels, minimum level of assets, or other conditions for our
financial planning and investment consultation services. As noted in Item 5A, we require a minimum
annual fee of $5,000 per account for our investment supervisory services. In light of this requirement, our
investment supervisory services fee may be impractical for smaller portfolios, and you may find it more
appropriate to work with us under an investment consultation engagement. We also reserve the right to
lower the minimum fee at our full discretion.

We reserve the right to waive or reduce certain fees based on unique individual circumstances, special
arrangements, pre-existing relationships, or as otherwise may be determined by a firm principal. We
also reserve the right to decline services to any prospective client for any reason.