Metis Wealth Management & Planning LLC

Item 5 Fees and Compensation
Portfolio Management Services
Metis provides portfolio management services based on a percentage of the assets in your account as
set forth in the following annual fee schedule. Metis's negotiable annual investment advisory fee shall
be based upon a percentage (%) of the market value and type of assets placed under Metis's
management (between negotiable and 1.00%) as follows:

Annual Fee Schedule

Market Value of Portfolio                % of Assets
On the First $2,000,000                  1.00%
From $2,000,001 - $5,000,000             0.75%
From $5,000,001 and above                Negotiable

Metis's annual investment advisory fee shall be paid quarterly, in arrears, based upon the market value
of the assets on the last business day of the previous quarter. Metis, in its sole discretion, may charge
a lesser investment management fee based upon certain criteria (i.e. anticipated future earning
capacity, anticipated future additional assets, dollar amount of assets to be managed, related
accounts, account composition, negotiations with client, etc.). As a result, similar clients could pay
different fees. In addition, similar advisory services may be available from other investment advisers for
similar or lower fees.

The Investment Advisory Agreement between Metis and the client will continue in effect until
terminated by either party by written notice in accordance with the terms of the Investment Advisory
Agreement. Upon termination, a pro-rated portion of the earned but unpaid advisory fee shall be due
and debited through the account custodian.

Clients may elect to have Metis's advisory fees deducted from their custodial account. Both
Metis's Investment Advisory Agreement and the custodial/clearing agreement may authorize the
custodian to debit the account for Metis's investment advisory fee and to directly remit that

management fee to Metis in compliance with regulatory procedures. Metis will send the client an
invoice simultaneous to sending a fee deduction request to the custodian. In the limited event that
Metis bills the client directly, payment is due upon receipt of Metis's invoice. Metis shall deduct fees
and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business
day of the previous quarter.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian call our main office number located on the cover page of this
brochure.

You may terminate the portfolio management agreement upon Written notice. You will incur a pro rata
charge for services rendered prior to the termination of the portfolio management agreement, which
means you will incur advisory fees only in proportion to the number of days in the quarter for which you
are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated
refund of those fees.

Financial Planning and Consulting Services (Stand-Alone)
To the extent specifically requested by a client, Metis may provide financial planning and/or consulting
services (including investment and non-investment related matters, including estate planning,
insurance planning, etc.) on a stand-alone fee basis. Metis's planning and consulting fees are
negotiable, but are generally an hourly fee of $300, depending upon the level and scope of the
service(s) required and the professional(s) rendering the service(s).

Retirement Plan Consulting Services
Metis shall receive a retirement plan consulting fee based upon a percentage (%) of the market value
of the relevant plan's assets. However, fees shall vary depending upon various objective and
subjective factors, including but not limited to: the amount of plan assets; plan composition; the scope
and complexity of the engagement; the anticipated number of meetings and servicing needs; the
professional(s) rendering the service(s); and negotiations with the client. As a result of these factors,
similar plan clients could pay different fees, and the services to be provided by Metis to any particular
plan client could be available from other advisers at lower fees.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by
mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
refer to the Brokerage Practices section of this brochure.

Neither Metis, nor its representatives accept compensation from the sale of securities or other
investment products.

Item 7 Types of Clients
Metis's clients shall generally include individuals, business entities, pension and profit-sharing plans
and trusts.

In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if you
appear to have significant potential for increasing your assets under our management.

We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.