Kimery Wealth Management LLC

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Portfolio Management:

    Fees to be assessed will be outlined in the advisory agreement to be signed by the client. Annualized
    fees are billed on a pro-rata basis 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).
    Adjustments will be made for deposits and withdrawals during the quarter. In rare cases, our firm
    will agree to directly invoice the client. As part of this process, Clients understand the following:
        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; and
        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.

    Financial Planning & Consulting:

    Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total
    estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our

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

    engagement with the client. The maximum hourly fee to be charged will not exceed $350. Flat fees
    will not exceed $10,000. Our firm requires a retainer of 50% of the ultimate financial planning or
    consulting fee at the time of signing. The remainder of the fee will be directly billed to the client and
    due within 30 days of a financial plan being delivered or consultation rendered. Our firm will not
    require a retainer exceeding $1,200 when services cannot be rendered within 6 months.

    Other Types of Fees & Expenses

    Clients will incur transaction charges for trades executed by their chosen custodian. These
    transaction fees are separate from our firm’s advisory fees and will be disclosed by the chosen
    custodian. 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). Our firm does not receive a portion of these
    fees.

    Termination & Refunds

    Either party may terminate the advisory agreement signed with our firm for 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.

    Financial Planning & Consulting clients may terminate their agreement at any time before the
    delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work
    performed by us up to the point of termination shall be calculated at the hourly fee currently in effect.
    Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our
    firm.

    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 party
    must provide the other party 30 days’ written notice to terminate billing. Billing will terminate 30
    days after receipt of termination notice. Clients will be charged on a pro-rata basis, which takes into
    account work completed by our firm on behalf of the client. Clients will incur charges for bona fide
    advisory services rendered up to the point of termination (determined as 30 days from receipt of said
    written notice) and such fees will be due and payable.

ADV Part 2A – Firm Brochure                         Page 7                             Kimery Wealth Management, LLC

Item 7: Types of Clients & Account Requirements

    Our firm has the following types of clients:
       • Individuals and High Net Worth Individuals;
       • Charitable Organizations