Amphora Wealth Management LLC

Item 5: Fees and Compensation
  A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
      assets under management with Adviser. For clients that do not wish to engage Adviser to provide
      ongoing portfolio management or advisory services, Adviser alternatively offers financial planning
      services on a flat fee basis of $10,000 to $50,000 per plan, or an hourly basis at $50 to $800 per
      hour. Fees are negotiable at Adviser’s sole discretion, and each client’s specific fee schedule is
      included as part of the investment advisory agreement signed by Adviser and the client.

      Adviser’s asset-based fee schedule for investment management services is set forth below, and
      is inclusive of the fee charged by FPAS to Adviser (i.e., clients do not pay a separate fee to FPAS
      for investment management services):

           Client Assets Under Management                               Annual Fee Percentage
                                                                           (paid quarterly)
                  For the first $2,000,000                                      1.00%
                 For the next $4,000,000                                        0.80%
                For the next $10,000,000                                        0.60%
           For all amounts above $16,000,000                                    0.50%

      The asset-based fee schedule set forth above is subject to a minimum annual fee of $10,000,
      charged in quarterly increments.

      Adviser’s asset-based fee schedule for pension consulting services is set forth below:

      Client Assets Under        FPAS Annual               Adviser Annual Fee         Total Annual Fee
          Management               Fee                        Percentage                 Percentage
                                   Percentage                                          (paid quarterly)
           For the first             0.20%                          0.70%                   0.90%
           $1,000,000
           For the next                   0.15%                     0.45%                  0.60%
           $4,000,000
           For the next                   0.08%                     0.25%                  0.33%
           $5,000,000
      For all amounts above               0.05%                     0.15%                  0.20%
           $10,000,000

      Adviser generally charges educational seminar/workshop attendees a one-time flat fee ranging
      from $100 to $500 in advance of such seminar/workshop, and attendees will be provided a
      receipt evidencing payment of the same.

      If a client engages Adviser for one of the special projects outlined in Item 4 above (with the
      exception of divorce consulting), the services will be undertaken on an hourly basis. Adviser’s
      current hourly rates are set forth below. These fees may change from time to time.

              Senior Wealth Manager​              $800 per hour
              Wealth Manager​                     $300 per hour
              Financial Planner​                  $200 per hour
              Administrative Assistant​           $50 per hour

      Adviser charges an hourly rate of $300 for divorce consulting services.

  B.​ The asset-based fees set forth above are automatically deducted from Client’s account(s) and
      payable quarterly in advance based on the gross value of the assets designated to be under

                                     Date of Brochure: March 30, 2026

    Adviser’s management (inclusive of securities, cash, cash equivalents, and outstanding
    margin balances) as of the last business day of the prior calendar quarter. Fees are prorated
    based on the date that Client’s assets are first designated to be under Adviser’s management
    through the effective date of termination. The pro rata fees for the remainder of the quarterly
    billing period after the termination will be refunded to the client. Additional deposits of funds
    and/or any other securities will be subject to the same fee procedures. The asset-based fees
    set forth above are ‘tiered’ or ‘blended’ such that each listed range of assets under Adviser’s
    management shall be charged at the listed corresponding annual fee. Client account
    balances on which Adviser calculates fees may vary from account custodial statements
    based on independent valuations and other accounting variances, including mechanisms for
    including accrued interest in account statements.

C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
    Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
    transaction-related practices. Depending on the specific investment products held in a client’s
    account and the services provided, a client may also incur additional fees and costs charged by
    other independent and unaffiliated third-parties. Such additional fees and costs may include, but
    are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
    fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
    third-party investment manager fees, account type fees, early redemption charges, market-maker
    or bid-ask spreads, retirement plan fees, fees for receiving paper copies of documents in lieu of
    electronically-delivered documents, and other fees and taxes on brokerage accounts and
    securities transactions. These additional charges are separate and apart from the fees charged
    by Adviser. Lower fees for comparable services may be available from other sources.

D.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of
    securities or other investment products.

                                    Date of Brochure: March 30, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, charitable organizations,
and defined contribution plans, defined benefit plans, or other employee benefit plans. The minimum
annual fee required to open and maintain an account with Adviser is $10,000, subject to negotiation.
Please note that the Third-Party Advisers retained by Adviser may separately impose minimum account
value requirements.

                                        Date of Brochure: March 30, 2026