Alliance Wealth Management Group LLC

Item 5: Fees & Compensation

    Compensation for Advisory Services

    Investment & Wealth Management:

    This service requires a minimum account balance of $500,000. In certain circumstances, this
    minimum can be negotiated or waived at our firm’s discretion. The maximum annual fee charged for
    this service will not exceed 1.95%. Fees to be assessed will be outlined in the advisory agreement to
    be signed by the client. Annualized fees are billed on a pro-rata basis quarterly in advance based on
    the value of the account(s) on the last day of the previous quarter. Fees are negotiable and will be
    deducted from client account(s). Adjustments will be made for deposits and withdrawals during the
    quarter. Our firm bills on cash unless indicated otherwise in writing. In rare cases, AWMG will agree
    to direct bill clients. As part of our advisory fee deduction process, clients understand the following:

ADV Part 2A – Firm Brochure                          Page 5                         Alliance Wealth Management Group, LLC

         a) The client’s independent custodian sends statements at least quarterly showing the market
            values for each security included in the assets and all account disbursements, including the
            amount of the advisory fees paid to AWMG and/or the Sub-Adviser.
         b) Clients will provide authorization permitting AWMG and/or the Sub-Adviser to be directly
            paid by these terms. AWMG will send an invoice directly to the custodian.
         c) If AWMG sends a copy of our invoice to the client, it will include a disclosure urging the
            comparison of information provided in our statement with those from the qualified
            custodian.

    If sub-advisory services are rendered to our clients, our firm compensates the Sub-Adviser a
    percentage of the overall investment advisory fee charged by our firm. The advisory fee paid shall
    not exceed the fee published for this service.

    Financial Planning & Consulting:

    Financial Planning fees are waived for any clients that engage AWMG for investment management
    services. AWMG may provide stand-alone financial planning and/or consulting services for a fixed
    and/or hourly fee. Fees are negotiable, but generally range from $3,500 to $15,000 on a fixed fee
    basis and/or from $300 to $750 on an hourly basis, depending upon the scope and complexity of the
    engagement and the professional rendering the financial planning and/or the consulting services. If
    the client engages AWMG for additional investment advisory services, AWMG may offset all or a
    portion of its fees for those services based upon the amount paid for the financial planning and/or
    consulting services.

    The terms and conditions of the financial planning and/or consulting engagement are set forth in the
    Advisory Agreement to be signed by the client. AWMG generally requires 1/2 of the estimated fee
    payable upon execution of the Advisory Agreement. The outstanding balance is generally due upon
    delivery of the financial plan or completion of the agreed upon services. AWMG will not require pre-
    payment of fees exceeding $1,200 when services cannot be rendered within 6 months.

    Other Types of Fees & Expenses

    Clients will incur transaction fees for trades executed by their chosen custodian. These transaction
    fees are separate from our firm’s advisory fees and will be disclosed by the chosen custodian. Our
    recommended custodian, Charles Schwab & Co., Inc. (“Schwab”), does not charge transaction fees for
    U.S. listed equities and exchange traded funds.

    Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
    charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
    disclosed in the fund’s prospectus (e.g., fund management fees), distribution fees, surrender charges,
    variable annuity fees, IRA and qualified retirement plan fees, mark-ups and mark-downs, spreads
    paid to market makers, fees for trades executed away from custodian, wire transfer fees and other
    fees and taxes on brokerage accounts and securities transactions. Our firm does not receive a portion
    of these fees.

    Termination & Refunds

    Either party may terminate the advisory agreement signed for Investment & Wealth Management
    services by providing notice in writing to the other party at any time. Upon notice of termination,

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    AWMG will process a pro-rata refund of any unearned portion of the advisory fees charged in advance
    at the beginning of the quarter.

    Financial Planning & Consulting clients may terminate their agreement at any time before the
    delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work
    performed by AWMG up to the point of termination shall be calculated at the hourly fee currently in
    effect. Clients will receive a pro-rata refund of unearned fees based on the time and effort expended
    by AWMG.

    Commissionable Securities Sales

    AWMG’s representatives include registered representatives of Purshe Kaplan Sterling Investments,
    Inc (“PKS”), member FINRA/SIPC. They are able to accept compensation for the sale of securities or
    other investment products, including distribution or service (“trail”) fees from the sale of mutual
    funds. Clients should be aware that the practice of accepting commissions for the sale of securities
    presents a conflict of interest and gives AWMG and/or its representatives an incentive to recommend
    investment products based on the compensation received. AWMG generally addresses
    commissionable sales conflicts that arise when explaining to clients these sales create an incentive
...

Item 7: Types of Clients & Account Requirements

    AWMG has the following types of clients:
      • Individuals and High Net Worth Individuals;
      • Trusts, Estates or Charitable Organizations;
      • Pension and Profit Sharing Plans;
      • Corporations, Limited Liability Companies and/or Other Business Types

    Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
    us.

ADV Part 2A – Firm Brochure                        Page 7                       Alliance Wealth Management Group, LLC