Rechter Wealth Management LLC

“Fees and Compensation”).

Fidelity will provide account statements to the Client on a monthly basis. While RWM does not provide the
Client with monthly account statements, RWM does provide Clients with a quarterly fee assessment
report outlining the calculations used in determining their quarterly advisory fee. Since the fee
assessment calculations are based on the Clients’ closing Fidelity account statement values, Clients are
urged to carefully review and compare the account values reported on their Fidelity statements with the
account values reported on their fee assessment report to ensure accuracy/consistency. RWM also
provides a comprehensive portfolio review report typically on a quarterly basis that will include information
and analysis on Client account values, allocation and performance. Due to differences in reporting dates,
formats, and objectives, the portfolio values included in RWM’s portfolio review report will often differ from
the end of month account values provided by Fidelity.

Item 7: Types of Clients

RWM will provide advisory services to various types of Clients, including

    •   Individuals: The majority of RWM’s Clients will be individuals seeking financial planning and
        portfolio management services for their personal accounts. While Financial Planning services can
        be provided regardless of account values, Portfolio Management Services will be restricted to
        individual accounts (or multiple accounts in one household) with a minimum asset value of
        $500,0000. Note: RWM at its discretion may waive the minimum asset value.

    •   Small Businesses and Non-Profits: Occasionally, RWM may provide advisory services to small
        businesses and non-profits seeking financial planning or portfolio management services for their
        organization’s interests. The same asset size restrictions as noted above would apply.

    •   Trusts and Estates: The same asset size restrictions as noted above would apply.