Legal
Fee Schedule
Effective: June 9, 2026
Table of Fees for Services
Reciprocal Wealth, LLC (CRD# 342207) (the “Adviser”) provides this Table of Fees for Services as a supplemental disclosure to its Form ADV Part 2A (“Disclosure Brochure”). Please reference Items 4 and 5 of the Disclosure Brochure, which contains important details about the Adviser’s services and fees. Fees are negotiable at the sole discretion of the Adviser. The fees below will only apply to you when you request the services listed.
Fees Charged by Adviser
Assets Under Management Fee — charged monthly in arrears for Financial Planning Services and Portfolio Management for Individuals and/or Small Businesses.
| Assets Under Management ($) | Annual Rate (%) | Monthly Rate (%) |
|---|---|---|
| $0.01 to $312,500 | 1.20% | 0.10% |
| $312,500.01 to $625,000 | 1.08% | 0.09% |
| $625,000.01 to $1,250,000 | 0.96% | 0.08% |
| $1,250,000.01 to $2,500,000 | 0.84% | 0.07% |
| $2,500,000.01 to $5,000,000 | 0.72% | 0.06% |
| $5,000,000.01 to $10,000,000 | 0.60% | 0.05% |
| $10,000,000.01 to $20,000,000 | 0.48% | 0.04% |
| $20,000,000.01 to $40,000,000 | 0.36% | 0.03% |
| $40,000,000.01 and Above | 0.24% | 0.02% |
| Fees Charged by Adviser | Fee Amount | Frequency Fee is Charged | Services |
|---|---|---|---|
| Hourly Fee | $0 | N/A | N/A |
| Subscription Fee | $0 | N/A | N/A |
| Fixed Fee | $0 | N/A | N/A |
| Commissions to the Adviser | $0 | N/A | N/A |
| Performance-based fees | $0 | N/A | N/A |
| Other | $0 | N/A | N/A |
Fees Charged by Third Parties
| Fees Charged by Third Parties | Fee Amount | Frequency Fee is Charged | Services |
|---|---|---|---|
| Third Party Money Management Fee | $0 | N/A | N/A |
| Robo-Adviser Fee | $0 | N/A | N/A |
Talk with your Adviser about fees and costs applicable to you
Additional fees and costs to discuss with your Adviser:
| Additional Fees/Costs | Yes/No | Paid To |
|---|---|---|
| Brokerage Fees | Yes | Custodian |
| Commissions | No | N/A |
| Custodian Fees | Yes | Custodian |
| Mark-ups | No | N/A |
| Mutual Fund/ETF Fees and Expenses | Mutual Funds: Yes · ETFs: Yes | Mutual Fund Company · ETF Company |