Summit Hill Wealth Management LLC

ITEM 5 – FEES AND COMPENSATION
 INVESTMENT MANAGEMENT
                   Assets Under Management                               Annual Fee                Quarterly Fee
                First $1,000,000 ($0-$1,000,000)                           1.10%                     0.275%
        Your next $2,000,000 ($1,000,000.01 - $3,000,000)                  0.75%                     0.1875%
        Your next $2,000,000 ($3,000,000.01 - $5,000,000)                  0.60%                      0.15%
       Your next $5,000,000 ($5,000,000.01 - $10,000,000)                  0.50%                     0.125%
             Subsequent amounts ($10,000,000.01+)                          0.45%                     0.1125%

 ADV PART 2 A & B BROCHURE                                                                                 PAGE 6 OF 24

This is a blended fee schedule; the asset management fee is calculated by applying different rates to different
portions of the portfolio. Summit Hill Wealth Management may group certain related Client accounts for the
purposes of achieving the minimum account size and determining the annualized fee.

For example (based on quarterly billing period): This is a blended fee schedule; the asset management fee is
calculated by applying different rates to different portions of the portfolio. Summit Hill Wealth Management may
group certain related Client accounts for the purposes of achieving the minimum account size and determining the
annualized fee.

For example, a Client with $2,500,000 under management would pay $5,562.50 on a quarterly basis.

                 AUM              Quarterly fee       Total
                 First $1,000,000 x 0.275% =          $2,750
                 Next $1,500,000 x 0.1875% =          $2,812.50
                 Grand total for the quarter          $5,562.50
Fees are negotiable. Fees may differ based on a number of factors:
   •    Size of the relationship
   •    Level and complexity of services needed – Accounts receiving more services may have higher fees.
   •    Trading activity and active portfolio management – actively managed accounts generally have higher fees
        than fixed income accounts, buy and hold portfolios, and mutual fund or exchange traded fund accounts.
Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last
business day of the previous quarter. Lower fees for comparable services may be available from other sources. Clients
may terminate their account within five (5) business days of signing the Investment Advisory Agreement with no
obligation and without penalty. After five (5) business days, the Client may cancel by providing written notice to
Summit Hill Wealth Management and Summit Hill Wealth Management may terminate advisory services with thirty
(30) days written notice to the Client. For accounts opened or closed mid-billing period, fees will be prorated based
on the days services are provided during the given period. All unearned fees will be refunded to the Client. Client
shall be given thirty (30) days prior written notice of any increase in fees. Any increase in fees will be acknowledged
in writing by both parties before any increase in said fees occurs.
For purposes of determining value, securities and other instruments traded on a market for which actual transaction
prices are publicly reported are valued at the last reported sale price on the principal market in which they are traded.
Compensation for our services will be calculated in accordance with what is set in the client agreement. We may
modify the terms of any agreement by written changes submitted to the client for signature. Changes will not be
effective until Summit Hill Wealth Management has received the signed agreement from the client. While we strive
to maintain competitive fees, the same or similar services may be available from other firms at higher or lower fees.
If Summit Hill Wealth Management is authorized or permitted to deduct fees directly from the account by the
custodian:
    •   Summit Hill Wealth Management will provide the Client with an invoice concurrent to instructing the custodian
        to deduct the fee stating the amount of the fee, the formula used to calculate the fee, the amount of assets
        under management the fee is based on and the time period covered by the fee;
    •   Summit Hill Wealth Management will obtain written authorization signed by the Client allowing the fees to be
        deducted; and
    •   The Client will receive monthly statements directly from the custodian which disclose the fees deducted.

ADV PART 2 A & B BROCHURE                                                                                   PAGE 7 OF 24

Summit Hill Wealth Management may also utilize the services of a Sub-Advisor to manage Clients’ investment
portfolios. Summit Hill Wealth Management will enter into Sub-Advisor agreements with other registered investment
advisor firms. When using Sub-Advisors, the Client will pay additional fees. The Sub-Advisors fees are exclusive of the
fees charged by Summit Hill Wealth Management.
If there is insufficient cash in your account to pay your fees, securities in your portfolio may be sold to pay our fee. In
addition to our fees, there may be custodial, mutual fund, 12b‐1 fees or similar third-party management fees and
charges.
You are responsible for the payment of all third-party fees (i.e. custodian fees, mutual fund fees, 12b‐1 fees,
transaction fees & commissions, etc.). Those fees are also separate and distinct from the fees we charge. Summit Hill
Wealth Management does the best we can to minimize all fees and transaction costs.
All brokerage commissions, stock transfer fees, 12b‐1 fees and other similar charges incurred in connection with
transactions for the account will be paid out of the assets in the account and are in addition to the investment
...

ITEM 7 - TYPES OF CLIENTS
 Summit Hill Wealth Management generally provides asset management and financial planning services to the
 following types of clients:
          •    Individuals
          •    High‐Net‐Worth Individuals
          •    Charitable Organizations
          •    State or Municipal Government Entities
          •    Foundations and Endowments

 Summit Hill Wealth Management Minimum Account Size: Summit Hill Wealth Management has a $1,000,000
 household minimum. Summit Hill Wealth Management reserves the right to accept households with less than
 $1,000,000.