and Wealth Partners LLC

Item 5 Fees and Compensation
A.&B. Describe how the firm is compensated for its advisory services. Provide the fee
schedule. Disclose whether the fees are negotiable. Describe whether the firm deducts fees
from clients’ assets or bills client for fees incurred. Explain how often firm bills clients or
deducts its fee.

The registrant’s advisory fees are based on the value of assets under management, which includes cash
and cash equivalents held in client accounts. We consider cash to be an asset class that we manage as part
of the overall investment strategy. As such, it is included in the calculation of advisory fees. See the
response to Item 4B for more details.

C. Describe any other types of fees or expenses clients may pay in connection with firm’s
advisory services, such as custodian fees or mutual fund expenses. Disclose that clients will
incur brokerage and other transaction costs, and direct clients to the section(s) of your
brochure that discuss brokerage.

See response to Item 4B above 12A below.

D. If the firm’s clients either may or must pay your fees in advance, disclose this fact.
Explain how a client may obtain a refund of a pre-paid fee if the advisory contract is
terminated before the end of the billing period. Explain how you will determine the amount
of the refund.

Not applicable to the Registrant.

E. If the firm or any of its supervised persons accepts compensation for the sale of securities
or other investment products, including asset-based sales charges or service fees from the
sale of mutual funds, disclose this fact.

Not applicable to the Registrant or its supervised persons.

Item 7 Types of Clients
Describe the types of clients to who the firm generally provide investment advice, such as
individuals, trusts, investment companies or pension plans. If the firm has any requirements
for opening or maintaining an account, such as a minimum account size, disclose the
requirements.

See response to Item 4B above.

As further discussed in response to Item 4B above, the Registrant provides investment supervisory services,
management of investment advisory accounts, and financial planning services. As a condition for starting
and maintaining a relationship, the Registrant shall generally impose a minimum annual fee of $10,000.
This minimum fee may have the effect of making the Registrant's service impractical for clients, particularly
those with portfolios less than $1,000,000 under the Registrant's management. The Registrant, in its sole
discretion, may waive its minimum annual fee based upon certain criteria including anticipated future
earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related
accounts, account composition, pre-existing client, account retention, and pro bono activities.

Additionally, certain Independent Manager(s) may impose more restrictive account requirements and
varying billing practices than the Registrant. In such instances, the Registrant may alter its corresponding
account requirements and/or billing practices to accommodate those of the Independent Manager(s).