Redwood Family Wealth LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management service is based on a percentage of the assets in your account and is set
forth in the following annual fee schedule:

                                          Annual Fee Schedule

                     Assets Under Management                 Annual Fee
                     $10,000 to $50,000                      1.50%
                     $50,001 to $100,000                     1.15%
                     $100,001 to $250,000                    1.00%
                     $250,001 to $1,000,000                  0.85%
                     $1,000,001 to $2,500,000                0.75%
                     $2,500,001 to $5,000,000                0.50%
                     $5,000,001 to $10,000,000               0.35%
                     Over $10,000,000                        0.20%

Our annual portfolio management fee is billed and payable, monthly in advance, based on the balance at
the end of billing period.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion
to the number of days in the quarter for which you are a client. Our advisory fee is negotiable, depending
on individual client circumstances. In the event there is financial hardship, payment options will be
negotiated as outlined in the agreement you signed with us.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and your
minor children, joint accounts with your spouse, and other types of related accounts. Combining account
values may increase the asset total, which may result in your paying a reduced advisory fee based on the
available breakpoints in our fee schedule stated above.

When you sign an investment advisory agreement with us, financial planning services are included at no
additional cost.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you receive
from the qualified custodian, call our main office number located on the cover page of this brochure.

You may terminate the portfolio management agreement upon 30 days written notice to our firm. You
will incur a pro rata charge for services rendered prior to the termination of the portfolio management

agreement, which means you will incur advisory fees only in proportion to the number of days in the
month for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will
receive a prorated refund of those fees.

Selection of Other Advisers
Advisory fees charged by TPMMs are separate and apart from our advisory fees. Assets managed by
TPMMs will be included in calculating our advisory fee, which is based on the fee schedule set forth in
the Portfolio Management Services section above. Advisory fees that you pay to the TPMM are
established and payable in accordance with the brochure provided by each TPMM to whom you are
referred. These fees may or may not be negotiable. You should review the recommended TPMM's
brochure and take into consideration the TPMM's fees along with our fees to determine the total amount
of fees associated with this program.

You may be required to sign an agreement directly with the recommended TPMM(s). You may terminate
your advisory relationship with the TPMM according to the terms of your agreement with the TPMM.
You should review each TPMM's brochure for specific information on how you may terminate your
advisory relationship with the TPMM and how you may receive a refund, if applicable. You should
contact the TPMM directly for questions regarding your advisory agreement with the TPMM.

Financial Planning Services
We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the
scope and complexity of the plan, your situation, and your financial objectives. An estimate of the total
time/cost will be determined at the start of the advisory relationship. In limited circumstances, the
cost/time could potentially exceed the initial estimate. In such cases, we will notify you and request that
you approve the additional fee. Our financial planning fee is payable as invoiced. We will not require
prepayment of a fee more than six months in advance and in excess of $1,200.

We may offset our financial planning fees to the extent you implement the financial plan through our
Portfolio Management Service.

You may terminate the financial planning agreement upon written notice to our firm. If you have pre-paid
financial planning fees that we have not yet earned, you will receive a prorated refund of those fees. If
financial planning fees are payable in arrears, you will be responsible for a prorated fee based on services
performed prior to termination of the financial planning agreement.

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 a
management 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 whom 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. To fully understand the
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Item 7 Types of Clients
We offer investment advisory services to individuals including high net worth individuals, charitable
organizations, corporations and other businesses and other investment advisers.

We do not require a minimum dollar amount to open and maintain an advisory account.