Revel Wealth Management LLC

Item 5 – Fees and Compensation
The fee for Wealth Management is based on the amount of assets under management (“AUM”), as
determined by the independent qualified custodian. Clients engage Revel Wealth for Wealth
Management by signing an advisory agreement (“Agreement”) that outlines our services, as well as a
description of the fees charged (“Advisory Fees”). Advisory Fees are typically charged on a schedule,
but in some cases we may charge a flat fee.

Advisory Fees will be charged monthly and in arrears, based on the average daily balance of the
accounts over the previous month. Accounts opened under the Agreement will be aggregated together
for determining AUM during the billing process, which may provide the client a lower Advisory Fee rate.
Our standard fee schedule is:
                            $0 to $250,000               0.85%
                            $250,000 to $1,000,000       0.80%
                            $1,000,000 to $3,000,000     0.75%
                            Over $3,000,000              0.70%
Advisory Fees may be negotiated, lowered or waived for family, friends or based upon the complexity
level of the client situation. Advisory Fees we charge are separate and distinct from the fees and
expenses charged by investments like mutual funds and exchange traded funds (ETFs). In these cases,
the fees and expenses are described in each fund's prospectus or available through common financial
websites. These fees will generally include a management fee, other fund expenses, and a possible
distribution fee. It’s important to know that if a Program or Independent Manager is used, the fees
charged by them will be separate and in addition to our Advisory Fee.
Fees for Financial Consulting (“Consulting Fees”) are based on the arrangement and will be fixed as
detailed in the Financial Consulting Agreement (“Consulting Agreement”). The Consulting Fees will not
exceed $25,000 per engagement. Consulting Fees are due upon engagement or charged monthly in
advance as noted in the Consulting Agreement. Financial Consulting fees can be paid by check, third-
party payment programs, ACH or through any taxable account under a Wealth Management Advisory
Agreement (if authorized by the client).
In addition to our Advisor Fee, clients are also responsible for the transaction charges, fees and other
expenses charged and imposed by the firm (“Custodian”) who holds the client assets. Clients provide
us authorization to electronically debit our fees in the Agreement and custodial paperwork. Clients can
cancel the Agreement for Wealth Management without any charges and penalties within 5 business
days after contract execution.
In the event a client terminates our services Advisory Fees and Consulting Fees will be charged until
the notice of termination is provided by the client. Advisory Fees are electronically debited from client
accounts. The value used to calculate the Advisory Fee will include all positions in the account, cash,
dividends, accrued interest and interest payments unless specifically excluded in the Special
Instructions section of the Agreement.

Item 7 – Types of Clients
We provide services to individuals, trusts, estates, charitable organizations (non-profits), broker-
dealers, corporations, associations and other business entities (such as limited liability companies,
networks or limited partnerships.