RMW Advisors LLC

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 PORTFOLIO MANAGEMENT SERVICES
 Post Oak Private Wealth Advisors offers direct asset management services to advisory
 Clients.
 Standard Fee Schedule:
 Post Oak Private Wealth Advisors charges an annual investment advisory fee based on the
 total assets under management as follows:
                Custodian Reported Value of Account          Management Fee
               Up to $500,000                                    1.50%
               $500,000 to $ 2,500,000                           1.25%
               $2,500,000 to $5,000,000                          1.00%
               $5,000,000 +                                      0.85%
 Your management fee is negotiable based on account size, services offered and individual
 client circumstances. The management fee is calculated and collected monthly in arrears.
 At the conclusion of the last day of each month, we download the value of your account
 from its custodian. We use this value to calculate our management fee, based on the annual
 rate, divided by 365 and then multiplied by the number of days in the month We then debit
 our management fee from your account.

Multi-Asset Class Portfolios
Post Oak Private Wealth Advisors offers a tiered fee schedule for clients whose assets are in
a multi-asset class portfolio.
               Custodian Reported Value of Account         Management Fee
              On the first $1,000,000                          1.00%
              On the next $4,000,000                           0.75%
              On the next $5,000,000                           0.55%
              Amounts over $10,000,000                         0.35%
The annual management fee is a tiered fee. A tiered fee means the applicable rate will be
applied to the balance on the last day of the billing period in each applicable range of
account value and based on the number of days in that given month. For example, an
account with a month end value of $1,300,000 will be charged 1.00% annually on the first
$1,000,000 and 0.75% annually on the next $300,000.
The management fee is exclusive of brokerage commissions, transaction fees, and other
related costs and expenses that are incurred by the client. Clients may incur certain charges
imposed by custodians, brokers, third party investment and other third parties such as fees
charged by managers, custodial fees, deferred sales charges, odd-lot differentials, transfer
taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage
accounts and securities transactions. Mutual funds and exchange traded funds also charge
internal management fees, which are disclosed in a fund’s prospectus. Such charges, fees
and commissions are exclusive of and in addition to our management fee and we do not
receive any portion of these commissions, fees, and costs. For more information about our
recommended brokerage practice please see Item 12.A.
A client may terminate the Investment Management Agreement for any reason at any time
and, within the first five (5) business days after signing the contract, without any cost or
penalty. Thereafter, the contract may be terminated at any time by giving ten (10) days
written notice. Upon termination, fees will be prorated for the number of days that services
were rendered on the Account’s valuation as of the termination date. The written notice of
termination must be sent to Post Oak Private Wealth Advisors, 1200 Smith St., Suite 610,
Houston, TX 77002. Upon our receipt of written notice of termination, the client will be
charged a prorated amount of the management fee based on the number of days services
were provided during the termination month. For example, if there are 30 days in a month
and the service was cancelled 15 days into the month, the client will be charge 50% of the
monthly management fee. (15 divided by 30 equals 50%)
SEI Managed Account Solutions
For the SEI Managed Account Solutions program Post Oak Private Wealth Advisors charges
an annual investment advisory fee based on the total assets under management as follows:
                                 Post Oak Private Wealth        Post Oak Private Wealth
   Assets Under Management
                                   Advisors Annual Fee          Advisors Quarterly Fee
       Up to $1,000,000                  1.00%                          0.250%
   $1,000,001 to $2,000,000              0.90%                          0.225%
   $2,000,001 to $3,000,000              0.80%                          0.200%
   $3,000,001 to $4,000,000              0.70%                          0.175%
   $4,000,001 to $5,000,000              0.60%                          0.150%
       Over $5,000,000                   0.50%                          0.125%
 The annual fee may be negotiable.

Post Oak Private Wealth Advisors receives compensation as a result of a Client’s
participation in SIMC’s programs. For assisting Clients in selecting appropriate Mutual
Fund Models, Managed Account Portfolios or Custom Portfolios in accordance with the
terms of Post Oak Private Wealth Advisor’s advisory agreement and, if applicable Triparty
Agreement, with such Clients and providing on-going account services, Post Oak Private
Wealth Advisors will receive a fee payable from the Client’s Account assets. Post Oak
Private Wealth Advisor’s fee will be calculated quarterly on the Client’s Account balance
and payable quarterly in arrears net of any income, withholding or other taxes. Post Oak
Private Wealth Advisor’s fee is separate from and in addition to SIMC’s Investment
Management Fee described below. Post Oak Private Wealth Advisor’s fee and SIMC’s
Investment Management fee will be deducted by SEI directly from the Client’s account. Post
Oak Private Wealth Advisors does not have the ability to directly deduct their advisory fee
from the client account.
In addition to the fees charged by Post Oak Private Wealth Advisors above, SEI charges the
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Item 7: Types of Clients
Description
 We offer our services to individuals, institutions, pension and profit-sharing plans, trusts,
 estates, and corporations or other business entities. We require a minimum account size of
 $1,000,000 for our portfolio management services. We may aggregate related accounts in
 the same household to meet account minimums. Also account minimums may be
 negotiated, reduced or waived at our discretion.