Axiom Wealth Strategies LLC

Item 5        Fees and Compensation
                                   STRATEGIC WEALTH MANAGEMENT

Our annual fees for our Strategic Wealth Management (“SWM”) program, are based upon a percentage
of assets under management and generally range from 0.75% to 1.50%.

Annualized Fees:

 Assets under management                                Annual Percentage of assets charge

 Less than $500,000                                  1.50%

 $500,001 to $1,000,000                              1.25%

 $1,000,001 to $3,000,000                            1.00%

 Over $3,000,000                                     0.75%

Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the
value (market value or fair market value in the absence of market value), of the client's account at the
end of the previous quarter. Calculations are as follows: [Quarter End Value x Advisory Fee] / 360 x 90
Days = Advanced Billing Amount. Fees will be debited from the account in accordance with the client
authorization in the Client Services Agreement. For example, if the value of the account at the end of a
quarter, June 30th for example, is $500,000, AWS assumes a 360-day year with quarters lasting 90 days.
The calculation of the fee would then be as follows: [$500,000 x 1.5%] / 360 x 90 days = $1,875. $1,875
would then be charged and deducted as payment for advisory services to be rendered the subsequent
quarter.

When a Client engages or terminates this agreement with AWS mid-quarter, fees and refunds will be
calculated on a pro-rata basis for that quarter. Calculations are as follows: [Deposit or Withdrawal x
Advisory Account Fee] / 360 x Prorated Days = Billing Amount for Partial Quarter. For example, for a
Client that engages AWS to manage $500,000 on October 15, the calculation of the fee for that initial
quarter would be as follows [$500,000 x 1.5%] / 360 x 78 = $1,625 When a Client terminates their
agreement with AWS, AWS will refund any unearned fee (as prorated) that was charged in advance.

Limited Negotiability of Advisory Fees: Although Axiom Wealth Strategies, LLC has established the
aforementioned fee schedule(s), we retain the discretion to negotiate alternative fees on a client-by
client basis. Client facts, circumstances and needs are considered in determining the fee schedule. These
include the complexity of the client, assets to be placed under management, anticipated future
additional assets; related accounts; portfolio style, account composition, reports, among other factors.
The specific annual fee schedule is identified in the contract between the adviser and each client.

We may group certain related client accounts for the purposes of achieving the minimum account size
requirements and determining the annualized fee.

Discounts, not generally available to our advisory clients, may be offered to family members and friends
of associated persons of our firm.

                                      FINANCIAL PLANNING FEES

Axiom Wealth Strategies, LLC's Financial Planning fee is determined based on the nature of the services
being provided and the complexity of each If client's circumstances. All fees are agreed upon prior to
entering into a contract with any client.

Our Financial Planning fees are charged $5,000 to cover the set-up and ongoing use of Money Guide Pro
(the Financial Planning Software) and three hours of Financial Advising. The client is billed monthly in
arrears at $150 per hour for any additional hours used.

                                         GENERAL INFORMATION

Termination of the Advisory Relationship: A client agreement may be canceled at any time, by either
party, for any reason upon receipt of 30 days written notice. As disclosed above, certain fees are paid in
advance of services provided. Upon termination of any account, any prepaid, unearned fees will be
promptly refunded.

Mutual Fund Fees: All fees paid to Axiom Wealth Strategies, LLC for investment advisory services are
separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to their
shareholders. These fees and expenses are described in each fund's prospectus. These fees will generally
include a management fee, other fund expenses, and a possible distribution fee. If the fund also
imposes sales charges, a client may pay an initial or deferred sales charge. A client could invest in a
mutual fund directly, without our services. In that case, the client would not receive the services
provided by our firm which are designed, among other things, to assist the client in determining which
mutual fund or funds are most appropriate to each client's financial condition and objectives.
Accordingly, the client should review both the fees charged by the funds and our fees to fully
understand the total amount of fees to be paid by the client and to thereby evaluate the advisory
services being provided.

Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for the fees
and expenses charged by custodians and imposed by broker dealers, including, but not limited to, any
transaction charges imposed by a broker dealer with which an independent investment manager effects
transactions for the client's account(s). Please refer to the "Brokerage Practices" section (Item 12) of this
Form ADV for additional information.

Grandfathering of Minimum Account Requirements: Pre-existing advisory clients are subject to Axiom
Wealth Strategies, LLC's minimum account requirements and advisory fees in effect at the time the
client entered into the advisory relationship. Therefore, our firm's minimum account requirements will
differ among clients.

ERISA Accounts: Axiom Wealth Strategies, LLC is deemed to be a fiduciary to advisory clients that are
employee benefit plans or individual retirement accounts (IRAs) pursuant to the Employee Retirement
...

Item 7        Types of Clients
Axiom Wealth Strategies, LLC provides advisory services to the following types of clients:

    •   Individuals (other than high net worth individuals)
    •   High net worth individuals
    •   Pension and profit sharing plans(other than plan participants)
    •   Trusts or Charitable organizations
    •   Corporations or other businesses not listed above

We require a minimum account balance of $300,000 for all our services we provide to clients. This
minimum can be waived at our discretion.