Sage Private Wealth Group LLC

Fees and Compensation - Item 5

 SPWG charges the following advisory fees. At the sole discretion of SPWG, these fees may be negotiable.

SAGE Private Wealth Group, LLC
Form ADV Part 2 Brochure

 Wealth Management Services Fees
 For portfolio management services, SPWG charges an annual fee based upon a percentage of the market value
 of assets under management. Portfolio management fees may be negotiable depending on factors such as the
 amount of assets under management, range of investments, and complexity of the Client’s financial
 circumstances, among others. Since this fee is negotiable, the exact fee paid by the Client will be clearly stated in
 the portfolio management agreement signed by the Client and the firm. Fees are billed quarterly, in advance.

 If cash or securities, or a combination thereof, amounting to at least $50,000 are deposited to or withdrawn
 from a Sage Private Wealth Group client’s investment management services account on an individual business
 day in the first two months of the quarter, Sage Private Wealth Group will (i) assess investment management
 services fees to the deposited assets based on the value of the assets on the date of deposit for the pro rata
 number of days remaining in the quarter, or (ii) refund prepaid Sage Private Wealth Group investment
 management services fees based on the value of the assets on the date of withdrawal for the pro rata number
 of days remaining in the quarter. No additional Sage Private Wealth Group investment management services
 fees or adjustments to previously assessed Sage Private Wealth Group investment management services fees
 will be made in connection with deposits or withdrawals that occur during the last month of the quarter.

 Fees will be subject to the following fee schedule:

                        Assets Under Management                                    Annual Fee
                              Up to $500,000                                         1.25%
                           $500,000 – $1,000,000                                     1.10%
                         $1,000,001 – $3,000,000                                     1.00%
                         $3,000,001 – $5,000,000                                     0.90%
                         $5,000,001 – $7,000,000                                     0.85%
                         $7,000,001 – $15,000,000                                    0.78%
                        $15,000,001 – $25,000,000                                    0.68%
                        $25,000,001 – $35,000,000                                    0.58%
                        $35,000,001 – $50,000,000                                    0.50%
                        $50,000,001 – $75,000,000                                    0.45%
                        $75,000,001 – $100,000,000                                   0.40%
                            Over $100,000,000                                      Negotiable

 Either SPWG will invoice the Client directly for payment of fees or fees will be deducted directly from the Client’s
 account through the qualified custodian holding the Client’s funds and securities. We will deduct our advisory fee
 only when you have given our firm written authorization permitting the fees to be paid directly from your account.
 Further, the qualified custodian will deliver an account statement to you at least quarterly. These account
 statements will show all disbursements from your account.

 We may deduct the fee from a designated account to facilitate billing. We recommend that you review the
 custodial statement(s) to verify the accuracy of fee calculation. Please call our office number, located on the cover
 page of this brochure, if you have any questions about your statement.

 The portfolio management agreement may be terminated by the Client within five (5) business days of signing
 the agreement without penalty. After the five-day period, the agreement will stay in effect until either party
 terminates it with a thirty (30) day written notice. SPWG's quarterly fee will be pro-rated through the date of
 termination and any remaining balance shall be refunded to the Client in a timely manner.

SAGE Private Wealth Group, LLC
Form ADV Part 2 Brochure

 Family Office Services Fees
 For family office services, SPWG charges a negotiable hourly fee of up to $800 along with our customary portfolio
 management fees that are disclosed in the Portfolio Management Services Fees section above. Family office
 service fees are negotiated with each family office and they can vary greatly based on the needs of each family.
 Prior to engaging SPWG to provide family office services, Clients will be required to enter into a written agreement
 with our firm. This agreement will set forth the terms and conditions of the engagement and will describe the
 scope of the services to be provided. Hourly fees are payable as invoiced and in accordance with a payment
 arrangement that is clearly set forth in the agreement signed by the Client and the firm. Portfolio management
 fees are payable in accordance with the payment terms that are disclosed in the Portfolio Management Services
 Fees section above. SPWG does not require the prepayment of over $1,200, six or more months in advance.

 The family office services agreement may be terminated by the Client within five (5) business days of signing the
 agreement without penalty. After the five-day period, either party may terminate the agreement by providing
 written notice to the other party.

SAGE Private Wealth Group, LLC
Form ADV Part 2 Brochure

 Investment Management of Plan Assets
 We charge a negotiable fee based on a percentage of the assets we manage in the Plan and in accordance with
 the portfolio management fee schedule listed below:

                 Plan Assets Under Management                Annual Fee
                   $0 to $499,999                               1.25%
...

Types of Clients - Item 7

 We generally offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates,
 and business entities.

 SPWG generally requires a minimum account size of $500,000 for advisory accounts. However, from time-to-time,
 in its sole discretion, SPWG may accept smaller accounts based on various criteria, such as anticipated future
 assets, related accounts, and other individual Client circumstances.

                       Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 SPWG advisors may use various methods to determine an appropriate investment strategy for your portfolio with
 the goal of reducing risk and increasing performance in each customized portfolio. We seek to recommend
 investment strategies or products that will give you a diversified portfolio consistent with your investment
 objective. We do this by analyzing the various products, investment strategies, and money management firms to
 which we provide access. That analysis includes a review of the structure, cost, and investment performance
 history of each program.

SAGE Private Wealth Group, LLC
Form ADV Part 2 Brochure