Roundangle Advisors LLC

Item 5: Fees & Compensation

         How We Are Compensated for Our Advisory Services

              Asset Management

              The maximum annual advisory fee charged will be 2.00%. Fees are negotiable and will be
              specified in the agreement to be signed by the client. Our firm’s annualized fees are deducted
              from each client’s advisory account on a pro-rata basis quarterly in advance based on the
              value of your account on the last day of the previous quarter. Certain alternative investments
              will be billed based on the most recently available valuation. Accounts transferred in mid-
              quarter will pay a pro-rated advisory fee based on the number of days remaining in the
              quarter. These pro-rated fees will be deducted as part of the next quarterly billing cycle.
              Unless otherwise agreed to in writing, our advisory fees will be assessed on cash and cash
              equivalents. As part of this process, the client is made aware of the following:

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                   a) The independent custodian sends statements at least quarterly to clients showing the
                      market values for each security included in their Assets and all disbursements in the
                      account including the amount of the advisory fees paid to us;
                   b) The client provides authorization permitting us to be directly paid by these terms. We
                      send our invoice directly to the custodian; and
                   c) If we send a copy of our invoice to clients, it will include a legend urging them to
                      compare information provided in our statement with those from the qualified
                      custodian.

              401(k) Advisory Services:

              A custom pricing model is used for all 401(k) advisory services. These services are billed on a
              flat fee basis or a fee based on the percentage of Plan assets under management. The total
              estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
              engagement with the client. Our flat fees will not exceed $10,000. Fees based on a percentage of
              Plan assets will not exceed 1.00%. Fees to be assessed will be outlined in the advisory agreement
              to be signed by the client. The billing cycle and all relevant details will be specified in the
              agreement to be signed. Clients will be provided with a quarterly statement from the Plan
              record-keeper reflecting deduction of the advisory fee.

              Asset Monitoring:

              The fee for this service is negotiable and shall not exceed 50 bps of the overall account value on
              an annualized basis. Fees will be billed quarterly in advance and will be based on the account
              value on the final day of the prior quarter. Due to limitations on our access to these accounts,
              fees shall be debited from one of the accounts under our management but may also be direct
              billed in certain circumstances.

              Financial Planning & Consulting:

              We charge on an hourly fee, flat fee, or monthly subscription fee basis for financial planning and
              consulting services. The total estimated fee, as well as the ultimate fee that we charge you, is
              based on the scope and complexity of our engagement with you.

              Our maximum hourly fee is $500. Flat fees generally range from $1,500 to $10,000. Our monthly
              subscription fees range from $100 to $1,000 per month ($300 to $3,000 per quarter) depending
              on the client’s level of ongoing complexity. It should be noted that the monthly subscription fee
              will only be reserved for clients who engage in our ongoing financial planning and consulting
              services. In all cases, our firm will not require a retainer exceeding $1,200 when services cannot
              be rendered within 6 months.

              In cases in which we enlist the services of a third-party planner to aid in the development of our
              financial planning and consulting arrangements, their fee will be factored into the agreed upon
              fee for this service and will not impact the price the client agreed to in the executed agreement.

              An initial payment of 50% of the estimated total financial planning or consulting fee for clients
              who have selected any of our firm’s billing options may be required by our firm upon execution
              of an agreement. The remainder of the fee will be directly invoiced and due within 30 days of a
              financial plan or consultation being delivered or rendered for one-time financial planning and
              consulting clients. Clients who have not signed an Asset Management agreement with our firm
              who decide to engage us for Asset Management services during the Financial Planning
              engagement or following the conclusion of their plan will have 50% of the fees charged for this

ADV Part 2A – Firm Brochure                           Page 7                                   RoundAngle Advisors LLC

              service rebated if they transfer one million dollars in assets under our management. Ongoing
              financial planning or consulting clients will be billed quarterly in advance ongoing until the client
              terminates our services.

              Discretion to Liquidate for Fees

              In cases where our firm has been granted discretion over Client Accounts as part of the Wrap
              Asset Management and Asset Management services, our firm has the authority to liquidate
...

Item 7: Types of Clients & Account Requirements

    Our firm provides services to the following types of clients: (1) Individuals and High Net Worth
    Individuals; (2) Trusts, Estates or Charitable Organizations; (3) ERISA qualified retirement plans;
    and (4) Corporations, Limited Liability Companies and/or Other Business Types.

    Our firm requires a minimum household balance of $500,000 for our Wrap Asset Management and
    Asset Management services. This minimum may be waived at management’s discretion.