New Dimensions Wealth Management LLC

Item 5: Fees and Compensation
All Clients will be required to pay a one-time financial planning fee separate and apart
from an Investment Management Fee.

Compensation – Financial Planning Only
Financial plans are priced according to the degree of complexity associated with the
client’s financial situation. Plan prices typically range between $6,000–$8,000,
although complex financial plans may exceed this range.
A signed Services Agreement, along with a down payment of $500, is required to engage
the financial planning services of New Dimensions. The remaining financial planning fee is
due upon delivery of the financial plan and plan presentation. Financial planning clients
who choose to implement the financial plan through New Dimensions and use our
investment management services will receive ongoing financial planning services at no
additional cost.

Compensation – Investment Management Services
New Dimensions bases its investment advisory fees on the assets under management
according to the following annual fee schedule:
                     Tier 1      Assets up to $500,000       =   0.80%
                     Tier 2     $500,001 to $1,000,000       =   0.60%
                     Tier 3    $1,000,001 to $1,500,000      =   0.40%
                     Tier 4   All assets above $1,500,000    =   0.30%

New Dimensions charges a minimum quarterly fee of $1,500. New Dimensions has the
discretion to negotiate fees and to determine if the firm’s services and philosophy are
appropriate for any prospective clients.
New Dimensions will generally calculate fees in advance on a quarterly basis.

      8   New Dimensions Wealth Management, LLC

Calculation and Payment
The specific manner in which fees are charged by New Dimensions is established in a
client’s written Services Agreement with New Dimensions. Assets deposited or withdrawn
from an Account after the inception of a quarter will have no impact on the Investment
Management Fee assessed for that quarter.
Financial Planning fees are typically paid by check or ACH bank transfer. Investment
Management clients pay their fees in advance and authorize New Dimensions to directly
debit fees from client accounts.
Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.
Upon termination of any account, any prepaid, unearned fees will be refunded, and any
earned, unpaid fees will be due and payable.

Other Fees
Custodians charge transaction fees on purchases or sales of certain mutual funds and
exchange- traded funds. These transaction charges are usually small and incidental to the
purchase or sale of a security.

New Dimensions, in its sole discretion, may waive its minimum fee and/or charge a
lesser investment advisory fee based on certain criteria.

Agreement Terms
Either party to the Services Agreement may terminate the relationship at any time by
notifying the other party in writing. Fees paid in advance will be prorated and New
Dimensions will refund any amount due the client as soon as possible.
Other Compensation
New Dimensions is strictly a fee-only financial planning and investment management
firm. Neither New Dimensions nor any of its Supervised Persons (Advisors) accept
compensation or commissions for the sale of securities or other investment products.

Item 7: Types of Clients

Types of Clients & Account Minimums
New Dimensions is a registered investment adviser providing advice to individuals and
high-net- worth individuals.

New Dimensions charges a minimum quarterly fee of $1,500 for investment management
services. New Dimensions has the discretion to negotiate fees and to determine if the firm’s
services and philosophy are appropriate for any prospective clients.