Radix Financial LLC

Item 5: Fees and Compensation

   A.      Fee Schedule

Investment Management – Tiered Asset-Based Fee

        Household Assets Under Management*                         Tiered Annual Fee
        Amounts under $2,500,000                                   1.00% of AUM
        Amounts $2,500,000+                                        0.65% of AUM
        *Subject to a minimum household investment of $1,000,000 USD

These fees may, in rare situations, be negotiable and the final fee schedule is attached as
Exhibit I of the Investment Advisory Contract. Clients may terminate the Investment
Advisory Contract generally with 30 days' written notice.

RADIX calculates the total household account balance on the final day of the billing period,
after taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.

Asset-based investment management fees are withdrawn directly from the client's
accounts with client's written authorization on a monthly basis. Fees are paid in arrears.

Financial Planning – Fixed Fee 90-day engagements are typically charged on a one-time
basis of $3,600 USD, depending on household complexity.

Independent Consulting – Fixed Fee is negotiated for a flat rate on a project-by-project
basis, dependent on needs, complexity, and term of engagement.

   B.      Fee Collection Method

Asset-based investment management fees are withdrawn directly from the client's
accounts with client's written authorization monthly.

Financial planning and/or independent consulting fees may also be withdrawn directly
from the client’s account(s) with the client’s written authorization or otherwise paid via
bank transfer, check, or credit card.

   C.      Client Responsibility for Third Party Fees

Clients are responsible for the payment of all third-party fees (i.e. custodial fees, brokerage
fees, mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the
fees and expenses charged by RADIX. Please see Item 12 of this brochure regarding broker-
dealer/custodian.

   D.     Prepayment of Fees

RADIX does not collect fees for asset-based investment management in advance; all fees
are paid in arrears. Flat fees for financial planning or consulting may be either pre-paid,
post-paid, or, a combination of both. One-time engagements spanning 90 days or less are
expected to be paid upfront. Ongoing engagements will be generally be invoiced in
arrears.

   E.     Outside Compensation for the Sale of Securities to Clients

Neither RADIX nor its supervised persons accept any compensation for the sale of
securities or other investment products, including asset-based sales charges or service
fees from the sale of mutual funds.

Item 7: Types of Clients

RADIX generally provides advisory services to the following types of US-based clients:
individuals, families, non-profits, and trustees. There is a minimum initial household
account size of $1 million, which may be waived at our discretion.