Archway Wealth Management LLC

Item 5. Fees and Compensation
      AWM offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management or advisement. For investment management fees associated with participation in the Wrap
      Program, please see the Wrap Brochure.

Page | 6                                                                                        © MarketCounsel 2026

 Disclosure Brochure

      Financial Planning and Consulting Fees

      AWM charges a fixed for providing financial planning and consulting services under a stand-alone
      engagement. These fees are negotiable, but range from $1,000 to $10,000, depending upon the scope and
      complexity of the services and the professional rendering the financial planning and/or the consulting
      services. If the client engages the Firm for additional investment advisory services, AWM can 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. For project-based services AWM requires one-half of the fee (estimated hourly or
      fixed) payable upon execution of the Advisory Agreement. The outstanding balance is due upon delivery
      of the financial plan or completion of the agreed upon services. The Firm does not, however, take receipt
      of $1,200 or more in prepaid fees, six or more months in advance of services rendered.

      Investment Management Fees

      AWM offers investment management services for an annual fee based on the amount of assets under the
      Firm’s management. This management fee varies between 25 and 200 basis points (0.25% – 2.00%),
      depending upon the size and composition of a client’s portfolio, the type and amount of services rendered
      and the individual(s) providing the services.

      The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
      being managed by AWM on the last day of the previous quarter as determined by a party independent from
      the Firm (including the client’s custodian or another third-party).

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
      payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial
      period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement is
      terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), AWM can negotiate a fee rate
      that differs from the range set forth above. Clients are advised that a conflict of interest exists for the Firm
      to recommend that clients engage AWM for additional services for compensation, including rolling over

Page | 7                                                                                              © MarketCounsel 2026

 Disclosure Brochure

      retirement accounts or moving other assets to the Firm’s management. Clients retain absolute discretion
      over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
      recommendations.

      Fee Discretion

      AWM may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,
      pro bono activities, or competitive purposes.

      Additional Fees and Expenses

      In addition to the advisory fees paid to AWM, clients also incur certain charges imposed by other third
      parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
      transaction fees, custodial fees, fees charged by the Independent Managers, margin and other borrowing
      costs, charges imposed directly by a mutual fund or ETF in a client’s account, as disclosed in the fund’s
      prospectus (e.g., fund management fees and other fund expenses), deferred sales charges, odd-lot
      differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage
      accounts and securities transactions. The Firm’s brokerage practices are described at length in Item 12,
      below.

      Where the Firm provides its services through the Wrap Program, the additional fees in expenses will be
      described in the Wrap Brochure.

      Direct Fee Debit

      Clients provide AWM and/or certain Independent Managers with the authority to directly debit their
      accounts for payment of the investment advisory fees. The Financial Institutions that act as the qualified
      custodian for client accounts, from which the Firm retains the authority to directly deduct fees, have agreed
      to send statements to clients not less than quarterly detailing all account transactions, including any amounts
...

Item 7. Types of Clients
      AWM offers services to individuals, trusts, estates, charitable organizations, corporations and other
      business entities.