Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by theAdvisor. Each Client shall sign one or more advisory agreements that detail the responsibilities of Balanced Wealthand the Client.
A. Fees for Advisory Services
Investment Management
Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of theinvestment advisory agreement. Investment advisory fees are based on the market value of assets undermanagement at the end of the prior calendar quarter. Investment advisory fees are based on the following
schedule:
Assets Under Management
Up to $500,000$500,001 to $1,000,000$1,000,001 to $2,000,000$2,000,001 to $3,000,000
Over $3,000,000

Annual Rate
1.25%
1.00%
0.90%
0.85%
0.65%

The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to theend of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. Certain legacy relationships
may have fees that differ from the schedule above. The Client’s fees will take into consideration the aggregate
assets under management with the Advisor. All securities held in accounts managed by Balanced Wealth will beindependently valued by the Custodian. Balanced Wealth will not have the authority or responsibility to value
portfolio securities.
Selection of Other Advisors (Sub-Advisors)
For Client’s accounts that are managed by a Sub-Advisor, the Client’s fee will be deducted from the Client’s
account[s] with the Sub-Advisor or the Managed Accounts Program and a portion of the investment advisory fee will
be provided to Balanced Wealth consistent with the fee schedule above. Please see Item 14 – Client Referralsand Other Compensation for additional details.
Investment Management Platform
Client accounts implemented through AMP will be charged fees based on the average daily market value of theClient[s] account[s] for the month or quarter. Fees are based on the fee schedule above plus the AMP fee of 0.25%.
The Client authorizes this fee deduction through the investment platform agreement signed by the Client, theAdvisor and AMP.
Financial Planning Services
Balanced Wealth offers financial planning services at an hourly rate of up to $175 per hour or on a fixedengagement fee. Planning fees may be negotiable depending on the nature and complexity of each Client’scircumstances. An estimate for total hours and/or overall costs will be determined prior to engaging for theseservices.
The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, andother related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, theAdvisor shall not receive any portion of these commissions, fees, and costs.
Retirement Plan Advisory Services
Plan advisory fees are generally billed as either a percentage of assets in the Plan, in advance of each quarter,
based on the fee schedule above or based on a fixed quarterly fee.

Balanced Wealth Management, LLC
378 Main Street, Suite 105, East Greenwich, RI 02818
Phone: (401) 398-2000 * Fax: (401) 398-2060
http://www.balancedwealth.com