Balance Wealth Partners LLC

Item 5: Fees and Compensation
  A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
      assets under management with Adviser, by flat fees, or by a combination of both asset-based and
      flat fees. Fees are negotiable, and each client’s specific fee schedule is included as part of the
      investment advisory agreement signed by Adviser and the client.​

  B.​ Asset-based fees.​
      ​
      Adviser’s standard asset-based fee schedules generally range from 0.40% to 1.20% of assets
      designed to be under Adviser’s management, charged monthly in advance of each month and
      prorated from when assets are first designed to be under Adviser’s management through
      termination of an advisory agreement. Prorated fees are also charged or refunded based on a
      client’s deposits or withdrawals during a billing period, respectively.​

      Adviser’s asset-based fee schedules may be either (i) a “tiered” or “blended” fee schedule, which
      means that different annual fee percentages will apply to different ranges of client assets under
      Adviser’s management, (ii) a “cliff” fee schedule, which means that the entirety of a client’s assets
      under Adviser’s management are charged the listed annual fee based on Client’s total assets
      under Adviser’s management, or (iii) a “flat” fee schedule, which means that the entirety of a
      client’s assets under Adviser’s management are charged the same percentage fee, regardless of
      the assets designated to be under Adviser’s management.​
      ​
      Fees are generally deducted in advance on a monthly basis from clients’ assets and based upon
      the market value of such assets managed by Adviser as of the last business day of the prior
      calendar month. Cash, cash equivalents, and held-away accounts are included in the assets
      upon which fees are assessed.​

      Fees will generally either be (i) deducted from each respective managed account based on its
      value as of the valuation date on a prorated basis, or (b) deducted from one or more non-qualified
      accounts linked by the client to Adviser through the Qualified Custodian as Adviser may
      determine in its good faith judgment based on the available cash in such account(s) from time to
      time.​

  C.​ Flat fees.​

      Adviser generally charges a flat fee in consideration of its financial planning services. For
      one-time financial plans, the flat fee typically ranges from $500 to $10,000 depending on the
      nature and complexity of a client’s financial situation and financial planning needs. The flat fee for
      ongoing financial planning services typically range from $588 to $7,200 per year, which shall be
      charged either monthly or quarterly in advance of the applicable billing period. To the extent a
      client also engages Adviser for discretionary investment management services, Adviser reserves
      the right - in its sole and absolute discretion - to waive the separate flat financial planning fee that
      may otherwise apply.​
      ​
      Financial planning fees are payable via ACH or credit card through a third-party payment
      processor, via check mailed to Adviser’s address of record, or - solely to the extent a client has
      separately engaged Adviser for discretionary investment management services - via deduction
      from the client’s designated account(s) under Adviser’s management.​

      Flat fees are generally prorated from the date of engagement through the date of termination of
      an advisory agreement based on the number of days in the applicable billing period (or the
      percentage of work completed with respect to a one-time financial plan).​

                                        Date of Brochure: July 15, 2026

D.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
    Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
    transaction-related practices. Depending on the specific investment products held in a client’s
    account and the services provided, a client may also incur additional fees and costs charged by
    other independent and unaffiliated third-parties. Such additional fees and costs may include, but
    are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
    fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
    third-party investment manager fees, account type fees, early redemption charges, market-maker
    or bid-ask spreads, retirement plan fees, trade-away or prime brokerage fees, fees for receiving
    paper copies of documents in lieu of electronically-delivered documents, and other fees and taxes
    on brokerage accounts and securities transactions. These additional charges are separate and
    apart from the fees charged by Adviser. Lower fees for comparable services may be available
    from other sources.​
    ​
    Clients referred by Zoe Financial do not pay an additional fee to Zoe Financial in consideration of
    their advisory, administrative, reporting, and other support services; Adviser is responsible for
    paying Zoe Financial’s referral fee in consideration of such services. To the extent Adviser later
    avails itself of third-party model investment portfolios available through Zoe Financial’s Model
    Marketplace, Zoe Financial shall charge the client an additional asset-based fee that ranges from
    0.00% to 0.50% per year of the client assets managed pursuant to such third-party model
    investment portfolios.

E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
    or other investment products.

                                     Date of Brochure: July 15, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals and high-net-worth individuals, and defined
contribution plans, defined benefit plans, or other employee benefit plans. Adviser does not require a
minimum account value to open or maintain an account.

                                        Date of Brochure: July 15, 2026