Adapt Wealth Advisors LLC

Item 5 - Fees and Compensation

AWA charges fees based on a percentage of assets under management as well as fixed fees and hourly fees,
depending on the particular types of services to be provided. The specific fees charged by AWA for services
provided will be set forth in each client’s agreement.

     A. Financial Planning and Investment Management Services

Fees for Financial Planning and Consulting Services
Clients that are receiving financial planning services only are charged a fixed fee ranging from $1,200 to
$20,000, depending upon the complexity of a client’s plan and services provided. In the alternative clients
that are receiving financial planning services only may be charged an hourly fee rate up to $500. For clients
receiving ongoing financial planning services the annual fee is charged quarterly. However, clients can elect
to pay in full at the time the financial plan is delivered. For financial planning services that are completed
upon the delivery of the recommendations to the client, the fixed or hourly fee can be charged in monthly
or quarterly installments, or otherwise in full upon delivery of the completed financial plan. Actual fees
charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the
amount of the fee due and payable.

Fees for Investment Management Services
AWA charges an annual advisory fee that is agreed upon with each client and set forth in an agreement
executed by AWA and the client. If fixed, the advisory fee will be specified on the fee schedule as set forth
in the agreement executed by AWA and the client. If based on a percentage of the value of assets under
management, the advisory fee for the initial month shall be paid, on a pro rata basis, in arrears, based upon
the average daily value of client assets during the previous month. For subsequent months, the advisory fee
shall be paid, in arrears, based upon the average daily value of client assets during the previous month as
provided by third-party sources, such as pricing services, custodians, fund administrators, and client-
provided sources. The maximum asset based fee for Investment Management Services is 2% per annum.
Certain accounts were previously established whereby fee bill valuation was pursuant to end of period and
those accounts are being transitioned to average daily balance.

Notwithstanding the foregoing, AWA and the client may choose to negotiate an annual advisory fee that
varies from the range set forth above. Factors upon which a different annual advisory fee may be based
include, but are not limited to, the size and nature of the relationship, the services rendered, the nature and
complexity of the products and investments involved, time commitments, and travel requirements. The
advisory fee charged by the Firm will apply to all of the client’s assets under management, unless
specifically excluded in the client agreement. The advisory fee may include the financial planning
services described above. Although AWA believes that its fees are competitive, clients should understand
that lower fees for comparable services may be available from other sources and firms.

The investment advisory agreement between AWA and the client may be terminated at will by either AWA
or the client upon written notice. AWA does not impose termination fees when the client terminates the
investment advisory relationship, except when agreed upon in advance.

Adapt Wealth Advisors                                               Disclosure Brochure

     B. Payment of Fees

AWA generally deducts its advisory fee from a client’s investment account(s) held at his/her custodian.
Upon engaging AWA to manage such account(s), a client grants AWA this limited authority through a
written instruction to the custodian of his/her account(s). The client is responsible for verifying the accuracy
of the calculation of the advisory fee; the custodian will not determine whether the fee is accurate or
properly calculated. A client may utilize the same procedure for financial planning or consulting fees if the
client has investment accounts held at a custodian.

Although clients generally are required to have their investment advisory fees deducted from their accounts,
in some cases, AWA will directly bill a client for investment advisory fees if it determines that such billing
arrangement is appropriate given the circumstances.

The custodian of the client’s accounts provides each client with a statement, at least quarterly, indicating
separate line items for all amounts disbursed from the client's account(s), including any fees paid directly
to AWA.

Clients may make additions to and withdrawals from their account at any time, subject to AWA’s right to
terminate an account. Additions may be in cash or securities provided that the Firm reserves the right to
liquidate transferred securities or decline to accept particular securities into a client’s account. Clients may
withdraw account assets at any time on notice to AWA, subject to the usual and customary securities
settlement procedures. However, the Firm generally designs its portfolios as long-term investments and the
withdrawal of assets may impair the achievement of a client’s investment objectives. AWA may consult
with its clients about the options and implications of transferring securities. Clients are advised that when
transferred securities are liquidated, they may be subject to transaction fees, short-term redemption fees,
fees assessed at the mutual fund level (e.g. contingent deferred sales charges) and/or tax ramifications.

     C. Clients Responsible for Fees Charged by Financial Institutions and External Money
        Managers

In connection with AWA’s management of an account, a client will incur fees and/or expenses separate
from and in addition to AWA’s advisory fee. These additional fees may include transaction charges and the
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Item 7 - Types of Clients

AWA offers investment advisory services to individuals, including high net worth individuals, families,
family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. AWA does
not impose a minimum portfolio size or a minimum initial investment to open an account. However, AWA
does reserve the right to accept or decline a potential client for any reason in its sole discretion.