Atlas Legacy Advisors LLC

Item 5 – Fees and Compensation

How We Are Compensated for Our Advisory Services

Our fees vary among the different types of advisory services we offer and may be negotiated at our sole discretion.
The specific fees and manner in which fees are charged and calculated are described in your investment advisory
agreement. You should carefully review the investment advisory agreement prior to signing it.

Fees for our advisory services may be higher than fees charged by other advisers who offer similar services. You
may be charged different fees than similarly situated clients for the same services. You should carefully review this
brochure to understand the fees and other sources of compensation that exist among our services prior to entering
into an investment advisory contract with our firm.

Investment and Wealth Management Services

Atlas Legacy offers investment and wealth management services for a maximum annual fee of 1.5% based on the
amount of assets under the firm’s management. Advisory fees are negotiated based on the complexity of the
engagement and the total household assets under management prior to the start of the engagement. Certain ERISA
rules prevent householding corporate plans with personal assets for fee reductions. While in most situations the
advisory fee will be a flat percentage across all accounts of a client (based on the aggregate value of all household
accounts), in some cases we may agree to a reduced advisory fee percentage for one or more particular accounts.
You should refer to your advisory agreement for your specific fee rate(s).

Fees are generally billed in advance each calendar quarter based on the market value of the assets under
management/advisement on the last day of the previous calendar quarter. Atlas Legacy, in our sole discretion, can
negotiate or waive the annual fee based upon certain criteria, including, but not limited to, anticipated future earning
capacity and/or additional assets, dollar amount of assets to be managed, related accounts, account composition,
pre-existing client relationships, account retention, and pro bono activities. For investment and wealth management
services Atlas Legacy provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans,
etc.), we may negotiate a fee rate that differs from our standard investment management fees.

Programs Offered Through Wells Fargo Advisors

Fees for advisory programs offered through Wells Fargo Advisors are inclusive of Atlas Legacy’ and Wells Fargo
Advisors’ advisory fees and are as follows:

 Program                                         Program Type                           Maximum Annual Advisory
                                                                                        Fee
 Personalized Unified Managed Account            Unified Managed Account                1.50%
 Private Adviser Network                         Separately Managed Account             1.50%

Advisory fees for the third-party manager utilized through the Private Advisor Network Program are not included
in the above program fee. You pay for the services of the third-party manager separately. You should refer to your
advisory agreement for your specific fee rate(s).

Wells Fargo Advisors will calculate and directly debit advisory fees from the clients’ accounts for assets within
their programs. The value of assets held in any Wells Fargo Advisor program are excluded from the amount of total
household assets used to determine Atlas Legacy’s advisory fees for other assets of a client that are managed by.

Selection of Independent Managers

Fees for Independent Managers are set forth by the Independent Manager and are in addition to Atlas Legacy’s fees.
Should Atlas Legacy recommend client assets be placed with an Independent Manager available through the
Axxcess UMA platform, a separate, additional management fee ranging up to 1.00% annually will be charged.
Axxcess’ management fees will be deducted from the client’s assets separately and are in addition to the fee
described directly above. You should refer to the Independent Manager’s investment management agreement and
Form ADV Part 2A Brochure for information on their fees and compensation.

Financial Planning and Consulting Services

For clients not retaining Atlas Legacy for investment advisory services, Atlas Legacy provides financial planning
and/or consulting services which are billed on an hourly or fixed rate in advance. Depending on the scope of the
work to be performed, Atlas Legacy will determine the fees for the project work, which will be disclosed within the
agreement with the client and Atlas Legacy will require a retainer for the services which is payable upon entering
into the agreement. The balance of the fee is due and payable upon receipt of the final consulting or planning
services. Hourly fees generally range up to $400 per hour.

Factors we consider when determining our financial planning and consulting fees include, but are not limited to:

    •   The amount of time we expect to spend completing the financial planning or consulting services and
        providing related advice;

    •   The complexity of your goals, issues and/or needs;

    •   The extensiveness and complexity of the data needed regarding your personal financial information;

    •   Your net worth or the value of your investment accounts and/or other assets that are the subject of the
        financial planning or consulting services; and/or

    •   Special circumstances related to life changes, marital status, health or special income needs, or growth or
        decline of a personal business.

Though Atlas Legacy will request a retainer to initiate financial planning and consulting services; we will not
request the prepayment of fees more than $1,200 in advisory fees more than six months in advance.

You can engage Atlas Legacy for additional investment management services to assist with implementing one or
...

Item 7 – Types of Clients
Atlas Legacy provides portfolio management services to individuals, high net worth individuals and families,
pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, corporations, and other business
entities.

Atlas Legacy generally requires a minimum initial investment of $2,000,000 for investment management services.
The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular
circumstances.

Certain Independent Managers may impose more restrictive account requirements and varying billing practices than
Atlas Legacy. In such instances, Atlas Legacy may alter its corresponding account requirements and/or billing
practices to accommodate those of the Independent Managers.