Woodside Wealth Management LLC

Item 5 Fees and Compensation
Wealth Management Services
Woodside Wealth Management LLC works with its clients on a fee-only basis. Our fee for wealth
management services is based on a percentage of the assets we manage and is set forth in the
following fee schedule:

                                        Annual Fee Schedule

           Assets Under Management                                      Annual Fee*
                 $0-$5,000,000                                              1%
            $5,000,001-$10,000,000                                        0.75%
             $10,000,001 and higher                                       0.50%

*We charge a minimum annual fee of $7,500 so our services make the most sense for investors whose
accounts total at least $750,000.
*In very limited circumstances, our fees may be negotiable. Clients with assets substantially
under our minimum may be able to work with us on a fixed fee basis, at our discretion.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above. Our fees are billed quarterly, in
advance, and if deposits or withdrawals of $10,000 or more are made during the quarter, fees will be
adjusted on a pro-rata basis. Our firm does not accept commissions of any kind, referral fees or any
other form of compensation.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities provided:

    • You provide our firm with written authorization permitting the fees to be paid directly from your
      account held by the qualified custodian.
    • We send you an invoice showing the amount of the fee, the value of the assets on which the
      fee is based, and the specific manner in which the fee was calculated.
    • The qualified custodian agrees to send you a statement, at least quarterly, indicating all
      amounts dispersed from your account including the amount of the advisory fee paid directly to
      our firm.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian call our main office number located on the cover page of this
brochure.

                                                                           ©2017 National Compliance Services 800-800-3204

Standalone Financial Planning Services
We charge an hourly fee of $450 for financial planning services, which is negotiable depending on the
scope and complexity of the plan, your situation, and your financial objectives. An estimate of the total
time/cost will be determined at the start of the advisory relationship. In limited circumstances, the
cost/time could potentially exceed the initial estimate. In such cases, we will notify you and request that
you approve the additional fee. We will not require prepayment of a fee more than six months in
advance and in excess of $500.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by
mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
refer to the Brokerage Practices section of this brochure.

Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high net
worth individuals and corporations or other businesses not listed above.

In general, we require a minimum of $750,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size on a limited and ad-hoc basis. For example, we
may waive the minimum if you appear to have significant potential for increasing your assets under our
management.

We charge a minimum fee in the amount of $7,500 annually to open and maintain an advisory account.
At our discretion, we may waive the minimum fee.

We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.

                                                                             ©2017 National Compliance Services 800-800-3204