Redstone Wealth Management LLC

Item 5 - Fees and Compensation

  ERISA Plan Fees
  Fees for the ERISA plan services are negotiable depending upon the complexity of the plan's goals and objectives,
  the level of agreed-upon services, and the number of plan participants. Maximum annualized fees are based on
  the value of the plan assets as follows:

                             Plan Assets                Maximum Annualized Fee
                             $500,000 - $5,000,000              1.00%
                             $5,000,001 - $10,000,000           0.75%
                             $10,000,001 to $50,000,000         0.50%
                             $50,000,001 - $100,000,000         0.25%
                             $100,000,001 and over              0.10%
  Fees are:
      • payable either monthly or quarterly in advance or in arrears,
      • based either upon the daily average account balance for the preceding billing period (for fees paid in
           advance) or for the relevant billing period (for fees paid in arrears), or the market value of the account
           as of the last day of the preceding period (for fees paid in advance) or as of the last day of the relevant
           billing period (for fees paid in arrears), and
      • will be billed either directly to the client or deducted from plan assets by the plan’s recordkeeper or
           other custodian in accordance with the negotiated terms of the agreement executed between the client
           and our firm.
  No increase in the Fees will be effective without prior written notice. Comparable services may be available from
  other advisers for higher or lower fees.

  The client may incur other levels of fees and expenses, including, but not limited to, investment-related expenses
  imposed by other service providers and mutual fund managers not affiliated with us, and other fees and expenses
  charged by the plan’s custodian, third-party administrator, and/or recordkeeper. We make no representations or
  warranties relating to any costs or expenses associated with the services provided by any third parties.

  Fees charged by us for the services are in addition to any brokerage, custodial, and/or other fees that may be
  charged to you by other service providers to the plan. All fees paid to Redstone Wealth Management for ERISA
  plan services are separate and distinct from the fees and expenses charged by mutual funds, variable annuities,
  and exchange traded funds to their shareholders. These fees and expenses are described in each investment’s
  prospectus. These fees will generally include a management fee, other expenses, and possible distribution fees.
  If the investment also imposes sales charges, a client may pay an initial or deferred sales charge. ERISA plan
  services provided by Redstone Wealth Management may, among other things, assist the client in determining
  which investments are most appropriate based on its financial condition and objectives and may provide other
  administrative assistance as selected by the client. Accordingly, the client should review both the fees charged by
  the funds, the fund manager, the plan’s other service providers, and the fees charged by Redstone Wealth
  Management to fully understand the total amount of fees to be paid by the client and to evaluate the ERISA plan
  services being provided.

  While not necessarily related specifically to the ERISA plan services, various vendors, product providers,
  distributors, and others may provide non-monetary compensation by paying some expenses related to training

Redstone Wealth Management, LLC
Form ADV Part 2A Brochure

  and education, including travel expenses, and attaining professional designations. We might receive payments to
  subsidize our own training programs. Certain vendors may invite us to participate in conferences, online training,
  or provide us with publications that may further investment adviser representatives and employees’ skills and
  knowledge. Some may occasionally provide us with gifts, meals, and entertainment of reasonable value consistent
  with industry rules and regulations.

  Either party may terminate the services agreement within five (5) business days of executing the agreement
  without incurring a penalty or charge. Otherwise, either party may terminate the agreement upon thirty (30) days'
  prior written notice to the other party. If applicable, we will be entitled to a pro-rata amount of compensation;
  or, if applicable, any unearned fees paid in advance will be refunded promptly.

  Rollover Fees for Plan Participants
  If you engage us for rollover services, the fee will be a one-time $25 fee payable directly to our firm upon
  execution of the rollover services agreement with our firm.

  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 an advisory fee and other fund expenses. You
  may 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 which 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. Where suitable, we will recommend no-load mutual funds. 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, please refer to the “Brokerage Practices” section of this Disclosure
  Brochure.

Item 7 - Types of Clients

  We offer investment advisory services to pension and profit sharing and other types of retirement plans. We do
  not require a minimum account size to establish an advisory relationship.

Redstone Wealth Management, LLC
Form ADV Part 2A Brochure