Sequoia Wealth Management Group LLC

Item 5: Fees and Compensation
Description
Investment Management/Financial Planning Services
Sequoia is compensated for its investment management services through an asset-based fee, based on
the fair market value of the assets managed. Fees are assessed quarterly in advance. The current fee
schedule is:

  $450,000 - $2,000,000                     1.60%
  $2,000,001 - $5,000,000                   1.50%
  $5,000,001 - $10,000,000                  1.25%
  Above $10,000,001                         1.00%

These fees include all financial planning and consulting services. There is a minimum flat fee of $1,750
per quarter.

The fee is negotiable based on factors such as the size and complexity of the mandate, the services to be
provided, anticipated additional assets to be added to the account, and other unique needs or attributes
of the Client.

Summit Program
The fee for the Summit Program is a flat $3,536 per year, which is a non-prorated, non-refundable
payment. Fees are assessed quarterly in advance.

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Summit Program Plus
The fee for the Summit Program Plus is $3,536 per year, which is a non-prorated, non-refundable
payment plus 0.90% based on the fair market value of the assets managed. Fees are assessed quarterly in
advance.

Other Services
If a Client would like to engage Sequoia for trustee and/or bill pay services, Sequoia will charge fees
additional and separate to the fees described above. The fees are negotiable and will be fully disclosed
in an executed agreement between the Client and Sequoia.

Fee Billing
Sequoia deducts fees for the investment management services directly from Client accounts as
authorized in writing by the Client in the investment advisory agreement. Fees for the Summit Program
will be either invoiced or directly debited from the Client’s custodial account, per the Client’s request.

Other Fees
Clients should note that there are other fees associated with their account in addition to Sequoia’s
advisory fee. For example, ETFs and mutual funds assess their own internal management and other fees.
In addition, Clients may incur brokerage and other transaction charges (commissions), and custodial
fees. These are assessed by the broker selected for execution and by the custodian(s) clients choose to
hold their assets. Please see Item 12: Brokerage Practices for more information on Sequoia’s approach
to Clients’ brokerage and custody options.

Fees Paid in Advance
Our services may be terminated by either party at any time with 30 days written notice. Any pre-paid
fees will be refunded pro-rata from the date of termination, which is determined as the 30th day after
written notice, with the exception of the Summit Program fee which is non-refundable.

Item 7: Types of Clients
Description
Sequoia provides services to individuals, estates and trusts, charitable organizations and small/closely
held businesses.

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Account Minimums
The minimum account size for new accounts is generally $500,000 per household, although Sequoia may
elect to reduce or waive this requirement. There is no minimum account size required for only
providing financial planning/consulting services.