Avid Wealth Partners LLC

Item 5. Fees and Compensation
AWP offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under management. Additionally, certain
of the Firm’s Supervised Persons offer insurance products under a separate commission-based arrangement.

Financial Planning and Consulting Fees
AWP charges a fixed fee for providing financial planning and consulting services. These fees are negotiable, but range from $1,500 to
$25,000, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the
consulting services. The fee can be for a defined project, such as the delivery of a plan, or for ongoing services. If the client engages the
Firm for additional investment advisory services, AWP 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 AWP requires fixed fees to be payable upon execution of the Advisory Agreement. If alternative terms are negotiated, any
outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services. Ongoing services are charged as
described in the investment management section, below. 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
AWP offers wealth management services for an annual fee based on the amount of assets under the Firm’s management. This
management fee varies in accordance with the following blended fee schedule:

                                         PORTFOLIO VALUE                          BASE FEE
                                           First $500,000                          1.50%
                                          Next $2,000,000                          0.85%
                                          Next $7,500,000                          0.65%
                                         Above $10,000,000                         0.40%

For illustrative purposes, a client portfolio valued at $3,000,000 would incur fees based on the following breakdown: 1.50% on the first
$500,000, 0.85% on the next $2,000,000, and 0.65% on the remaining $500,000. This blended approach ensures fairness and alignment
with client portfolio size.

                                                                                           Avid Wealth Partners, LLC          Disclosure

The annual fee is prorated and charged monthly, in advance, based upon the market value of the assets being managed by AWP on the last
day of the previous month as determined by a party independent from the Firm (including the client’s custodian or another third-party).
The Firm includes cash in a clients 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 not 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.), AWP 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 AWP for additional services for compensation,
including rolling over 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.

Our advisory fees are based on the total value of assets under management, which may include investments in hedge funds that we
recommend as part of a client's overall strategy. These fees cover the ongoing monitoring, integration, and advising on hedge fund holdings
within the client's portfolio. Clients will also incur fees directly charged by the hedge fund manager, which are separate from our advisory
fees.

Retirement Plan Consulting Fees
AWP charges as fixed project-based fee to provide clients with retirement plan consulting services. Each engagement is individually
negotiated and tailored to accommodate the needs of the individual plan sponsor, as memorialized in the Agreement. These fees vary,
based on the scope of the services to be rendered and can be for a fixed fee or asset-based fee, and will depend upon services provided
and the amount of assets to be advised on.

Estate Planning Support Fees
AWP charges a one-time fee for estate planning support services, which covers a limited-term engagement designed to facilitate access
to estate planning tools and resources. This fee includes platform access, facilitation services, and support for document execution during
the engagement period. The specific duration of the engagement and included services will be outlined in a separate Estate Planning
Support Agreement provided at the time of engagement. Payment is required upon execution of the agreement. Additional charges may
apply for services requested outside the scope or duration of the initial engagement, such as amendments to estate documents or
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Item 7. Types of Clients
AWP offers services to individuals, trusts, estates, charitable organizations, corporations and other business entities, and pension and
profit-sharing plans.