Level Wealth Management LLC

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five (5)
business days of signing the contract without incurring any advisory fees. How we are paid depends on the type of
advisory service we are performing. Please review the fee and compensation information below.
Comprehensive Financial Planning and Investment Management
LWM is compensated by a quarterly fixed fee paid by its clients to provide Comprehensive Financial Planning
and Investment Management. The services included on a quarterly basis are outlined in our Client Service
Calendar, which will be provided to the client when the advisory agreement is signed. The fee range is flat,
ranging from $3,600 to $36,000 annually, not to exceed 2% of client assets under management. The fee is to be
mutually agreed upon with the client prior to LWM starting work on the client’s financial plan. The fee
determination is based upon the complexity of the client’s financial profile and therefore the resources required to
service the client during the year. The fee will be paid quarterly, in advance. The first period fee will be prorated
based on the date that the financial planning and investment management contract is executed. These fees may be
negotiable in certain cases. Clients may elect to pay this fee directly or have the fee deducted quarterly from

investment accounts. Upon notification of termination, any unearned portion of the fee will be refunded. No
increase in the annual fee shall be effective without agreement from the client by signing a new agreement or
amendment to their current advisory agreement.
Clients onboarded prior to the filing of this document will continue to pay the fees outlined in the existing
Agreement.

Project Based Financial Planning or Investment Management
LWM offers project based financial planning or project-based investment management on a fixed fee basis. The
fixed fee will be agreed upon before the start of any work. The fixed fee can range between $200 and $15,000.
The fee is negotiable. Clients may elect to pay this fee directly or have the fee deducted quarterly from investment
accounts. Upon notification of termination any unearned portion of the fee will be refunded. No increase in the
annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their
current advisory agreement.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other third
parties such as custodial fees, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other
fees and taxes on brokerage accounts and securities transactions. Mutual fund and exchange traded funds also
charge internal management fees, which are disclosed in a fund's prospectus. Such charges, fees, and commissions
are exclusive of and in addition to our fee, and we shall not receive any portion of these commissions, fees, and
costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-based sales
charges or service fees from the sale of mutual funds.

Item 7: Types of Clients
We provide financial planning and Investment management services to individuals and high net-worth
individuals.
We do not have a minimum account size requirement.