Ridgeline Wealth LLC

Item 5: Fees and Compensation

In addition to the information provided in the Advisory Business section, this section provides details regarding Firm
services along with descriptions of each service’s fees and compensation arrangements.

A.       Advisory Services Compensation Description

For combined financial planning and investment management services, Ridgeline Private Wealth charges a flat
monthly fee of up to $750 plus 1.00% of Net Worth (rounded down to the nearest million) per year based on services,
types of planning, and monitoring offered.

For investment management services only, Ridgeline Private Wealth bases its fees on a percentage of assets under
management per annum.
                                                                           Investment Management Fee for Advisory
                                                                                       Assets / Year *
                  Assets Under Management

                             Up to $500K                                                     1.55%

                             $500K to $1M                                                    1.35%

                              $1M to $3M                                                     1.15%

                              $3M to $5M                                                    0.95%

                              $5M to $7M                                                    0.85%

                             $7M to $10M                                                     0.75%

                                 $10M+                                                      0.65%

     * Custodial transaction costs and sub-advisor fees, if applicable, are not included

For Retirement Plan assets such as 401(k)s, Profit-Sharing Plans, and Cash Balance pension plans, Ridgeline Private
Wealth bases its fees on a percentage of assets under management per annum.

                             Plan Assets                                      Retirement Plan Consulting Fee/Year

                            All Plan Assets                                                 0.95%

The advisory fees are established for each individual client of Ridgeline based on the individual circumstances of such

client. The client may provide financial information based on documentation such as account statements, tax returns,
appraisals, and any other documents that may support the client’s stated net worth. The client will sign the Net
Worth Addendum confirming the provided information.

Ridgeline Private Wealth, at its sole discretion, may charge a lesser advisory fee for any services listed above based
upon certain criteria (e.g., historical relationship, types of assets, anticipated future additional assets, dollar amounts
of assets to be managed, related accounts, account composition, etc.). These fees are generally negotiable, and the
final fee schedule will be memorialized in the client’s advisory agreement and/or Net Worth Addendum.

As firm-wide fee revisions occur, clients' account fee schedules may be “grandfathered” at their prevailing fee
schedule and, therefore, not reflected in this current Brochure. These fees may be higher or lower than the current
fee schedule.

B.       Payment of Fees

     Combined Financial Planning and Portfolio Management Investment Advisory

The Financial Planning and Portfolio Management Investment Advisory fees are payable monthly, quarterly, or semi-
annually. The fees charged for these services are negotiable and vary depending on the complexity of the process
undertaken, the types of issues addressed, the scope of services provided, and the frequency with which the services
are rendered. Where preferred by the Client, any flat monthly charge outlined above is to be billed directly to the Client
and paid by ACH/check/debit card/credit card on a semi-annual, quarterly, or monthly basis. In some cases, the flat fee
can be billed against managed assets pro-rata to their market value by account. In cases where the combined components
of the Financial Planning and Portfolio Management Investment Advisory services fee will exceed 2.5% of Client’s
Assets Under Ridgeline Private Wealth’s Management annually, the fee will be divided into two components, the first
calculated and billed against managed assets at no greater than 2.5% of client’s assets under management, to be
charged and debited quarterly, and the second, flat monthly charge outlined above to be billed directly to the client
and paid by ACH/check/debit card/credit card on a semi-annual, quarterly, or monthly basis.

     Investment Management Only

For clients custodied with Schwab or CNB Custody (Community National Bank) investment management fees are billed
quarterly in advance, meaning that the invoice is due at the time the account is funded. The client must consent in
advance to direct debiting of their investment account. Fees paid in advance will be prorated in the event of account
closure, and any unearned portion thereof will be refunded to Client.

Investment management fees are billed quarterly in arrears for clients custodied with Betterment Securities, meaning
that Betterment will invoice you after the three-month billing period has ended based on the average daily balance
during the quarter through Betterment’s client portal. Payment in full is debited from the client account at that time.

     Retirement Plan Consulting Services

Billing for retirement plan consulting fees vary by custodian/record keeper either on a monthly or quarterly basis
either in advance or in arrears. Fees will either be billed directly to the plan sponsor or paid directly from the plan
assets if authorized by the plan fiduciary.

For individual client accounts that utilize a qualified custodian, the Adviser will do the following:
         a.    Ridgeline Private Wealth will possess written authorization from the client to deduct advisory fees
...

Item 7: Types of Clients

Ridgeline Private Wealth provides investment advice to many different types of clients. These clients generally include
individuals, trusts, estates, corporations, and other types of business entities.

A.       Minimum Account Size

The Firm does not require a minimum account size.