Atlas Private Wealth Advisors LLC

ITEM 5 – FEES AND COMPENSATION ASSET MANAGEMENT
Investment Advisor representatives are restricted to providing services and charging fees based in accordance
with the descriptions detailed in this document and the account agreement. However, the exact service and fees
charged to a particular Aclient are dependent upon the representative that is working with the client. Advisors
are instructed to consider the individual needs of each client when recommending an advisory platform.
Investment strategies and recommendations are tailored to the individual needs of each client.

The specific manner in which fees are charged is established in a client’s written agreement and will generally
range up to a 2% maximum of assets under management as of the last business day of the previous quarter. If
assets are deposited into or withdrawn from an account after the inception of a quarter, the Program Fee with
respect to such assets will be prorated based on the number of days remaining in the quarter. Fees are
negotiable. The Advisor at his/her sole discretion may charge a lesser fee or waive fees under certain
circumstances. (i.e., anticipated future additional assets, related accounts, type of additional services requested,
and/or negotiations with client). Clients can determine to engage the services of Atlas PWA on a discretionary
basis. The firm’s annual investment advisory fee shall be based upon a percentage (%) of the market value and
type of assets placed under the firm’s management to be charged quarterly in advance. Atlas PWA does not
directly deduct fees but is paid by the qualified custodian. Client will provide LPL Financial with written
authorization by separate agreement to deduct fees and pay the advisory fees to the RIA firm. The advisory fee
is paid directly by LPL Financial to the RIA firm (not the individual). The RIA firm will then share the advisory
fee with its advisors/associated persons.

          Total Assets Under Management                         Annual Fee
          $0 - $5,000,000+                                      0.25% - 2.0%

Fees for third-party manager services are separate and in addition to our fees and will be disclosed in the LPL
Manager Access Select documents, when applicable.

At its discretion, Atlas Private Wealth Advisors may waive investment advisory fees for accounts including
those of employees and their relatives. Higher or lower fees for comparable services may be available from
other sources.

Clients may terminate the agreement without penalty for a full refund of the fees within five business days of
signing the Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
generally with 30 days' written notice. Clients are not charged additional fees by LPL Financial for participating
in any of the individual advisory programs.

If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated
refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the
termination date, which will be processed by the custodian.

LPL Financial serves as program sponsor, investment advisor and broker/dealer for the LPL Financial advisory
programs. Atlas PWA and LPL Financial may share in the account fee and other fees associated with program
accounts. Some associated persons of Atlas PWA are also registered representatives of LPL Financial.

FINANCIAL PLANNING

Financial Planning fees are generally fixed based on an estimated number of hours but in some cases financial
planning may be offered on an actual hourly basis. Financial planning fees and payment schedules are
negotiated but generally require a portion of the payment up front.

Generally, financial planning advice is provided within 6 months of engagement and payment. In the event that
a client terminates the services they will be entitled to a refund of any unearned fees by subtracting the earned
fees from the amount paid up front.

Financial planning fees are generally payable by check to Atlas PWA, Inc. based on a fixed fee range from $500
to $15,000 depending on the particular complexities involved. Clients will be able to negotiate and accept the
fee amount prior to an obligation to pay for the services.

COMMISSION COMPENSATION
Certain investment adviser representatives of Atlas PWA are also associated with LPL Financial as broker-
dealer registered representatives (“Dually Registered Persons”). Clients can engage Dually Registered Persons,
in their individual capacities as registered representatives of LPL Financial in order to purchase investment
products in a brokerage account established through LPL Financial. LPL Financial will charge brokerage
commissions to effect securities transactions, a portion of which commissions LPL Financial shall pay to the
firm’s representatives, as applicable. The brokerage commissions charged by LPL Financial may be higher or
lower than those charged by other broker/dealers.

LPL Financial as a broker/dealer charges brokerage commissions and transaction fees for effecting certain
securities transactions (i.e., transaction fees are charged for certain no-load mutual funds, commissions are
charged for individual equity and debt securities transactions). LPL Financial enables Atlas PWA to obtain many
no-load mutual funds without transaction charges and other no-load funds at nominal transaction charges.
Atlas PWA typically recommends no-load mutual funds. LPL Financial commission rates are generally
discounted from customary retail commission rates. However, the commission and transaction fees charged by
LPL Financial may be higher or lower than those charged by other custodians and broker/dealers. Clients may
direct their brokerage transactions at a firm other than LPL Financial. Advisory fees are generally not reduced
to offset commissions or markups. Please see Item 12 for additional information regarding brokerage practices.
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ITEM 7 – TYPES OF CLIENTS
Atlas PWA generally provides advice for individuals and high net worth individuals. However, the advisory
services offered by Atlas PWA are also available to banks and thrift institutions, estates, charitable
organizations as well as state and municipal government entities, corporations and pension plans as such
opportunities may arise. Atlas PWA does not have a minimum account size although certain types of accounts
have a minimum. See Item 4 Advisory Business for the account minimums attributable to specific account
types.