Libra Wealth 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 a written
agreement with the Advisor.

A. Fees for Advisory Services
Wealth Management Services
Compensation for wealth management services provided by Libra are paid quarterly, in advance of each
calendar quarter, pursuant to the terms of the wealth management agreement. The Advisor charges a fixed
annual fee ranging up to $100,000 for its wealth management services, which is determined on a case-by-case
basis. Factors considered in setting the fixed-fee generally include the complexity of the Client’s financial
situation, level of investable assets, and estimated time involved. Other factors considered include the number of
household members, number and type of accounts, life stage, business interests, real estate ownership, trust
arrangements, etc. Fixed fees are intended to be competitive with what the Client might expect to pay under an
“assets under management” (AUM) approach (assuming all investable assets were managed).

                                                   Libra Wealth LLC
                                             16185 Los Gatos Blvd, Suite 205
                                                  Los Gatos, CA 95032
                                                 Phone: (408) 721-1633

                                                  www.librawealth.com

Due to the detailed nature of the work the Advisor does for Clients, fees for wealth management services will
vary depending on the scope and complexity of the services to be provided. As such, fees may be lower or
higher than those charged by other investment advisors for similar investment management or financial planning
services. Fees may be negotiable at the sole discretion of the Advisor. Material changes in a Client’s situation
may result in a change in the Advisor’s fee. Throughout the relationship, it is anticipated that the Advisor will
periodically review the fixed-fee for each Client and update it to remain commensurate with factors such as the
Client’s financial situation, level of investable assets, and estimated time involved. The Client will be notified of
any fee changes in writing.

The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to
the end of the first quarter. All securities held in accounts managed by Libra will be independently valued by the
Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuations.

In all cases, the Advisor’s fees are 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 and does not
receive compensation by other parties recommended for the implementation of recommendations made by the
Advisor.

Investment Management Services
Compensation for investment management services provided by Libra are paid quarterly, in advance of each
calendar quarter, pursuant to the terms of the investment management agreement. The Advisor charges a fixed
annual fee ranging up to $20,000 for its investment management services, which is determined on a case-by-
case basis. Factors considered in setting the fixed-fee generally include the complexity of the Client’s financial
situation, level of investable assets, and estimated time involved. Fees may be negotiable at the sole discretion
of the Advisor.

Due to the detailed nature of the work the Advisor does for Clients, fees for investment management services will
vary depending on the scope and complexity of the services to be provided. As such, fees may be lower or
higher than those charged by other investment advisors for similar investment management services. Fees may
be negotiable at the sole discretion of the Advisor. Material changes in a Client’s situation may result in a change
in the Advisor’s fee. Throughout the relationship, it is anticipated that the Advisor will periodically review the
fixed-fee for each Client and update it to remain commensurate with factors such as the Client’s financial
situation, level of investable assets, and estimated time involved. The Client will be notified of any fee changes in
writing.

The investment management fee in the first quarter of service is prorated from the inception date of the
account[s] to the end of the first quarter. All securities held in accounts managed by Libra will be independently
valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuations.

Financial Planning Services
Libra offers initial financial planning services for a fixed fee ranging up to $10,000 per engagement. If a Client
chooses to engage the Advisor for ad-hoc financial planning services after the completion of the initial plan, the
Advisor will charge an hourly fee at a rate ranging from $100 to $450 per hour. Fixed and hourly financial
planning fees may be negotiable at the sole discretion of the Advisor based on the nature and complexity of the
services to be provided, the time involved, and the overall relationship with the Advisor.

In the case of hourly engagements, if requested, the Advisor will attempt to estimate the total time involved under
a financial planning agreement, but cannot guarantee the number of hours that will be involved, as there are
many unknown variables.

Use of Independent Managers
As noted in Item 4, the Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or
more Independent Managers. To eliminate any conflict of interest, the Advisor does not earn any compensation
                                                   Libra Wealth LLC
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Item 7 – Types of Clients
Libra offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Libra
generally does not impose a minimum account size for establishing a relationship.