Alliance Wealth Management Partners LLC

Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
written agreements with the Advisor.

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid either monthly or quarterly in arrears (the “Billing Period”), pursuant to the terms of
the investment advisory agreement. Investment advisory fees are based on the average daily market value of assets
under management during the Billing Period. Investment advisory fees range from 0.75% to 1.35% annually based on
several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed;
the inclusion of financial planning services, and the overall relationship with the Advisor. Relationships with multiple
objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.

The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. The Client’s fee schedule is typically a tiered
schedule that decreases as assets under management increase. All securities held in accounts managed by Alliance
Wealth will be independently valued by the Custodian. Alliance Wealth will conduct periodic reviews of the
Custodian’s valuations to ensure accurate billing.

Use of Third Party Managers – As noted in Item 4, the Advisor may implement all or a portion of a Client’s investment
portfolio utilizing one or more Third Party Managers. The Advisor does not receive or earn any compensation from any
Third Party Manager. The Advisor will only earn its investment advisory fee as described above. A Third Party
Manager utilized by the Advisor will charge the Client a fee that is in addition to the fee charged by the Advisor.

Financial Planning Services
Alliance Wealth offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees
range up to $350 per hour. Fixed engagement fees are based on the expected number of hours to complete the
engagement at the Advisor’s hourly rate. Fees may be negotiable based on the nature and complexity of the services
to be provided and the overall relationship with the Advisor. An estimate for total hours and/or total costs will be
provided to the Client prior to engaging for these services.

Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an annual asset-based fee ranging from 0.25% to 0.75%
annually. Fees are based on the size of the Plan and the scope of the services to be provided to the Plan, pursuant to
the terms of the retirement plan advisory agreement. Retirement plan fees are based on the market value of assets
under management in the Plan during the Billing Period. Certain Plans may be offered a fixed fee instead of an asset-
based fee.

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the
Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from
the Client’s account[s] at the end of the respective Billing Period. The amount due is calculated by applying the
monthly or quarterly rate (annual rate divided by the number of months in the Billing Period) to the average daily total
assets under management with Alliance Wealth during the Billing Period. Clients will be provided with a statement, at

                                         Alliance Wealth Management Partners LLC
                                   1111 N. Northshore Drive, Suite P-270, Knoxville, TN 37919
                                         Phone: (865) 862-5956 | Fax: (865) 862-5674
                                                    https://alliancewmp.com

least quarterly, from the Custodian reflecting deduction of the investment advisory fee. Clients are urged to also
review and compare the statement provided by the Advisor to the brokerage statement from the Custodian, as the
Custodian does not perform a verification of fees. Clients provide written authorization permitting advisory fees to be
deducted by Alliance Wealth to be paid directly from their account[s] held by the Custodian as part of the investment
advisory agreement and separate account forms provided by the Custodian.

Use of Third Party Managers – In the event that a Client should wish to terminate the services of a Third Party
Manager being utilized by the Advisor, the terms for termination will be set forth in the respective agreement between
the Adviser and the Third Party Manager. Alliance Wealth will assist the Client with the transition as appropriate.

Financial Planning Services
Financial planning fees may be invoiced up to 100% of the expected total fee upon execution of the financial planning
agreement. The balance, if any, shall be invoiced upon completion of the agreed upon deliverable[s]. The Advisor will
not collect an advance fee of $1,200 or more for services that will require six (6) months or more to complete. Fees
may be paid by check, credit card, or deduction from the Client’s brokerage account[s], pursuant to the terms to the
financial planning agreement.

Retirement Plan Advisory Services
Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan,
depending on the terms of the retirement plan advisory agreement. Fess may be billed either monthly or quarterly
based on the terms of the retirement plan advisory agreement.

C. Other Fees and Expenses
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Item 7 – Types of Clients

Alliance Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and
businesses. Alliance Wealth generally does not impose a minimum relationship size. Alliance Wealth requires a
minimum financial planning fee of $1,500.

                                         Alliance Wealth Management Partners LLC
                                   1111 N. Northshore Drive, Suite P-270, Knoxville, TN 37919
                                         Phone: (865) 862-5956 | Fax: (865) 862-5674
                                                    https://alliancewmp.com