Ankerstar Wealth LLC

Item 5: Fees and Compensation

    A. Fee Schedule

    Portfolio Management Fees

    For portfolio advisory and management services, the Firm does not charge
    implementation, set-up, upfront, or termination fees. Instead, clients pay a single ongoing
    advisory fee for the monitoring, management, and administration of their investment
    portfolios.

    The annual advisory fee is generally calculated as a percentage of assets and is billed
    according to the tiered fee schedule below. Under this schedule, each successive asset tier
    is charged at a lower annual rate than the preceding tier. The rates are additive; for
    example, the first $500,000 of assets is billed at an annual rate of 0.95%, the next $500,000
    is billed at an annual rate of 0.90%, and so on as asset levels increase.

    Depending on the services provided and the terms of the applicable advisory agreement,
    advisory fees may be calculated based on Regulatory Assets Under Management
    ("RAUM") and/or Assets Under Advisement ("AUA"). For certain assets, including
    certain retirement plan accounts and private investments, the Firm provides investment
    advice and recommendations but does not have discretionary authority or continuous and
    regular supervisory authority over such assets. Accordingly, these assets are not included
    in the Firm's RAUM as reported in Form ADV Part 1A but may be included as AUA for
    purposes of calculating advisory fees if provided for in the applicable advisory agreement.

    When advisory fees are calculated based on AUA, the valuation methodology used to
    determine fees may differ from the methodology required to calculate RAUM under the
    Investment Advisers Act of 1940. Unless otherwise provided in the applicable advisory
    agreement, AUA-based fees are calculated quarterly using the average month-end value
    of the applicable assets during the billing period, based on valuations obtained from
    clients, custodians, account statements, retirement plan providers, private investment
    sponsors, or other independent third-party sources. As a result, the assets used to calculate
    advisory fees may differ from the assets reported as RAUM in Form ADV Part 1A.

    Compensation Based on Assets Under Advisement

The Firm may receive advisory fees based on certain Assets Under Advisement, including
assets held in retirement plan accounts or private investments where the Firm does not
have discretionary authority. This creates a conflict because the Firm may have an
incentive to recommend that clients retain assets in accounts or investments that generate
advisory fees. The Firm seeks to mitigate this conflict by providing recommendations that
are consistent with clients’ investment objectives, financial circumstances, and best
interests.

NOTE: 0.95% annually is the maximum fee for all AUM clients.

        Total Assets Under Management         Management Fee

        First $500K ($1-$500K)                0.95% annually (0.2375% quarterly)

        Next $500K ($500K - $1M)              0.90% annually (0.225% quarterly)

        Next $1M ($1M - $2M)                  0.85% annually (0.2125% quarterly)

        Next $1M ($2M - $3M)                  0.80% annually (0.200% quarterly)

        Next $2M ($3M - $5M)                  0.70% annually (0.175% quarterly)

        Next $2.5M ($5M - $7.5M)              0.60% annually (0.150% quarterly)

        Next $2.5M ($7.5M - $10M)             0.50% annually (0.125% quarterly)

        Above $10M                            0.40% annually (0.100% quarterly)

The final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Advisory fees are negotiable at the discretion of the Firm. As a result, similarly situated
clients may pay different fees. Clients may terminate the agreement without penalty for a
full refund of AW's fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract generally
with 1 days' written notice.

All Asset-based portfolio management fees are withdrawn directly from a client account
that AW has authorization to deduct fees from with client's written authorization or may
be invoiced/billed directly to the client. Clients may select the method in which they are
billed. All fees are paid quarterly in arrears.

The AW advisory fee is based on the valuation provided by the custodian at the end of
each quarter with adjustments being made for cash flows throughout the quarter. Any
AW managed investments whose custodian is unable to be linked to our billing platform

will be calculated for the quarter using an end of month average based on the valuations
provided by the client.

Additional Fees for Separately Managed Accounts and Third-Party Managers

If Client elects (this is not common) to allocate assets to one or more separately managed
accounts("SMAs") or other vehicles managed by unaffiliated third-party investment
managers ("External Managers" or "Asset Managers"), Client understands and agrees
that:(i) Client will be required to execute a separate investment management or sub-
advisory agreement directly with each External Manager;(ii) Client will be solely
responsible for paying all fees and expenses charged by the External Manager(s) pursuant
to the terms of such separate agreement(s), which fees are in addition to, and not included
in, the advisory fee charged by Adviser under this Agreement;(iii) Such additional fees
may be deducted directly from the Client's Account by the custodian or paid separately
by Client, as specified in the External Manager's agreement; and(iv) Adviser receives no
compensation from the External Manager(s) in connection with such allocations unless
otherwise specifically disclosed to Client in writing. Adviser will provide Client with
information regarding the External Manager's fees and terms prior to any allocation, but
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Item 7: Types of Clients
AW generally provides advisory services to the following types of clients:

            Individuals
            High-Net-Worth Individuals
            Corporations or Business Entities

There is no account minimum for any of AW’s services.