Levenson Wealth LLC

Item 5 Fees and Compensation
Levenson Wealth is a fee-only firm so we are compensated only by our clients. Our fees depend on the
advisory service we are performing, as described below.

Wealth Planning Services

Our annual fee for Wealth Planning services, which include both financial planning and investment
management, is as follows:

                                 Levenson Wealth Annual Fee Schedule
                         1% on the first $2.5 million of assets under management
                                      0.50% on the next $2.5 million
                                      0.25% on assets over $5 million

Our initial minimum managed portfolio size is $1,500,000.

Our fees are based on the market value of the assets under management on the closing date of each
quarter. Fees are paid in arrears (not in advance) each quarter and are electronically deducted by the
custodian from one or more client accounts. Clients will receive a quarterly invoice from LW showing
the fee amount, the value of the assets on which the fees are based and the specific manner in which
the fees are calculated. Clients are encouraged to review the accuracy of fee calculations.

Fees for partial quarters at the commencement or termination of a Wealth Planning Agreement will be
billed on a pro-rata basis contingent on the number of days the account is managed during the quarter.
An account may be terminated with written notice of 30 calendar days. The firm charges a minimum
annual fee of $15,000. Fees may be negotiable in very limited cases. If a client terminates the
agreement before any fees have been paid, but after LW has performed financial planning work, clients
will be responsible for payment to LW, at its current hourly rate of $350, for work already performed.

Our fees are exclusive of brokerage commissions, transaction fees and other related costs and expenses
which may be incurred by the client. Custodians and other third parties may impose charges such as
custodial fees, deferred sales charges, odd-lot differentials, transfer fees, wire transfer and electronic
fund fees, and others. Mutual funds and exchange traded funds also charge their shareholders internal
management fees, which are disclosed in a fund’s prospectus. LW shall not receive any portion of these
commissions, fees and costs. See item 12 - Brokerage Practices for additional information.

Levenson Wealth LLC ADV Part 2                                                                                6

Project-Based Financial Planning Services

Project-Based Financial Planning Services are provided for a fixed fee. The fee for each plan varies, based
on an assessment of the number of areas to be covered, the complexity of the financial plan, and the
anticipated time to complete the project, but the typical range is between $4,000 and $9,000. Each
client signs a Financial Planning Agreement, which will describe the scope of the project and the specific
fee for services. Fees may be negotiable, and we reserve the right to waive or discount fees at our
discretion. We require a deposit equal to 50% of the fixed fee upon entering into the Financial Planning
Agreement, with the remaining balance due upon delivery of the final financial plan.

Typically, Project-Based Financial Planning Services will automatically terminate upon delivery of the
final financial plan. Either party may terminate a Financial Planning Agreement earlier upon 30 days
written notice to the other party. In the event of early termination, the client is responsible for payment
of our services provided prior to termination, based on an hourly rate of $350 multiplied by the hours of
services performed. After deducting fees for hours worked to the date of termination, the balance of the
prepaid fees, if any, will be refunded to the client. We will provide the client with any completed
deliverables. However, please note if the Financial Planning Agreement is terminated prior to
completion, the scope and/or soundness of any analysis or other work product made prior to
completion may be limited, inaccurate, or incomplete due to the early termination.

Item 7 Types of Clients
Levenson Wealth provides Wealth Planning Services and Project-Based Financial Planning Services
primarily to individuals, high net worth individuals and personal trusts.