Radius Wealth Management Inc

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 one or
more written agreements with the Advisor.

A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are charged at an annual rate of up to 1.00% of assets under management, paid
quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.
Wealth management fees are based on the market value of assets under management at the end of the prior
calendar quarter.

The wealth management fee in the first quarter of service is prorated from the inception date of the Client’s
account[s] to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. Certain
Clients may have fee schedules that differ from the above. The Client’s fees will take into consideration the
aggregate assets under management with the Advisor. All securities held in accounts managed by Radius will be
independently valued by the Custodian. Radius will conduct periodic reviews of the Custodian’s valuation to
ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to, brokerage fees, transaction 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.

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
from an Independent Manager. The Advisor will only earn its investment advisory fee as described above. The
Advisor will allocate a portion of the advisory fee collected to the Independent Manager pursuant to the terms of

                                               Radius Wealth Management, Inc.
                             Office Address: 1 Mariana Park Drive, Suite 1484, Boston, MA, 02210
                             Mailing Address: 1 Mariana Park Drive, Suite 1410, Boston, MA, 02210
                                         Phone: (617) 765-2200 | Fax: (617) 765-2200
                                              www.radiuswealthmanagement.com

the executed agreement between the Advisor and the Independent Manager. The total blended fee, including
the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.

Financial Planning Services
Radius offers financial planning services at an hourly rate of up to $250. For certain engagements, the Advisor
may offer a fixed engagement fee based on the hourly rate. Fees may be negotiable depending on the nature and
complexity of each Client’s circumstances. An estimate for total hours and/or costs will be determined prior to
establishing the advisory relationship.

B. Fee Billing
Wealth Management Services
Wealth management fees will be calculated by the Advisor and deducted from the Client’s account[s] at the
Custodian for most Client accounts. Accounts under management that are held at a custodian away from the
primary Custodian may be invoiced or deducted from an account at the Custodian. The Advisor shall send an
invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the
respective quarter-end date. The amount due is calculated by applying the quarterly rate (annual rate divided by 4)
to the total assets under management with Radius at the end of the prior quarter. Clients will be provided with a
statement, at least quarterly, from the Custodian reflecting the deduction of the investment advisory fee. Clients
provide written authorization permitting advisory fees to be deducted by Radius directly from their accounts held by
the Custodian as part of the investment advisory agreement and separate account forms provided by the
Custodian.

Use of Independent Managers
For Client accounts implemented through an Independent Manager, the Client’s overall fees may include the
Advisor’s investment advisory fee (as noted above) plus investment management fees and/or platform fees
charged by the Independent Manager[s], as applicable. In certain instances, the Independent Manager or the
Advisor may assume responsibility for calculating the Client’s fees and deduct all fees from the Client’s
account[s].

Financial Planning Services
Financial planning fees are invoiced by the Advisor upon completion of the engagement deliverable[s] and are due
upon receipt.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties other than Radius in connection with
investments made on behalf of the Client’s account[s]. The Client is responsible for all custodial and securities
execution fees charged by the Custodian, if applicable. The Advisor's recommended Custodian does not charge
securities transaction fees for ETF and equity trades in Client accounts but typically charges for mutual funds
and other types of investments. The investment advisory fee charged by Radius is separate and distinct from
these custody and execution fees.

In addition, all fees paid to Radius for investment advisory services are separate and distinct from the expenses
charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in
each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds,
other fund expenses, account administration (e.g., custody, brokerage, and account reporting), and a possible
distribution fee. A Client may be able to invest in these products directly, without the services of Radius, but would
not receive the services provided by Radius, which are designed, among other things, to assist the Client in
...

Item 7 – Types of Clients

Radius provides investment advisory services to individuals, high net worth individuals, foundations,
endowments, and charitable organizations. The amount of each type of Client is available on the Advisor's Form
ADV Part 1A. These amounts may change over time and are updated at least annually by the Advisor.

                                              Radius Wealth Management, Inc.
                            Office Address: 1 Mariana Park Drive, Suite 1484, Boston, MA, 02210
                            Mailing Address: 1 Mariana Park Drive, Suite 1410, Boston, MA, 02210
                                        Phone: (617) 765-2200 | Fax: (617) 765-2200
                                             www.radiuswealthmanagement.com

Radius generally requires a minimum relationship size of $500,000 to effectively implement its investment
process. The Advisor may waive or reduce this minimum at its sole discretion.