Balanced Wealth Group LLC

Item 5 – Fees and Compensation

                                               Balanced Wealth Group, LLC
                                        Westlake, OH | Sandusky, OH | Canton, OH
                                        Phone: (440) 871-6501 | Fax: (440) 398-0477
                                            Website: https://choosebalance.com

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written
advisory agreement with the Advisor.

A. Fees for Advisory Services
Financial Planning Services
Financial planning fees are based on the scope and complexity of the services to be provided. One-time, project
based planning fees range up to $18,000. If additional financial planning services are required due to the Client’s
complexity, the fees will be negotiated between the Advisor and Client. Ongoing financial planning engagements
are negotiated based on the nature and complexity of the services to be provided and the overall relationship
with the Advisor. An estimate for total costs will be determined prior to engaging for these services.

Wealth Management Services
Fees are paid monthly in arrears based on the average daily balance in the accounts during the month. Fees
range from 0.50% to 2.00% annually, pursuant to the terms of the wealth management agreement or investment
management agreement. Fees are based on several factors, including: the scope and complexity of the services
to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships
with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be
charged a higher fee.

The fee in the first month of service is prorated from the inception date of the account[s] to the end of the first
month. Fees may be negotiable at the sole discretion of the Advisor. In certain circumstances, the Advisor may
charge a fixed annual fee for its services. The Client’s fees will take into consideration the aggregate assets
under management with the Advisor across all accounts, unless otherwise agreed in writing. All securities held in
accounts managed by Balanced Wealth will be independently valued by the Custodian. The Advisor will conduct
periodic reviews of the Custodian’s valuation to ensure accurate billing.

Clients may make additions to and withdrawals from their account[s] at any time, subject to Balanced Wealth’
right to terminate an account. Additions may be in cash or securities provided that Balanced Wealth reserves the
right to liquidate any transferred securities or decline to accept particular securities into a Client’s account[s].
Clients may withdraw account assets on notice to Balanced Wealth, subject to the usual and customary
securities settlement procedures. However, Balanced Wealth designs its portfolios as long-term investments, and
the withdrawal of assets may impair the achievement of a Client’s investment objectives. Balanced Wealth may
consult with its Clients about the options and ramifications of transferring securities. However, Clients are
advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at
the mutual fund level (i.e. contingent deferred sales charge) and/or tax ramifications.

Investment Management Services
Fees are paid monthly in arrears based on the average daily balance in the accounts during the month. Fees
range from 0.50% to 1.75% annually, pursuant to the terms of the wealth management agreement or investment
management agreement. Fees are based on several factors, including: the scope and complexity of the services
to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships
with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be
charged a higher fee.

The fee in the first month of service is prorated from the inception date of the account[s] to the end of the first
month. Fees may be negotiable at the sole discretion of the Advisor. In certain circumstances, the Advisor may
charge a fixed annual fee for its services. The Client’s fees will take into consideration the aggregate assets
under management with the Advisor across all accounts, unless otherwise agreed in writing. All securities held in
accounts managed by Balanced Wealth will be independently valued by the Custodian. Balanced Wealth will not
have the authority or responsibility to value portfolio securities. The Advisor will conduct periodic reviews of the
Custodian’s valuation to ensure accurate billing.

                                              Balanced Wealth Group, LLC
                                       Westlake, OH | Sandusky, OH | Canton, OH
                                       Phone: (440) 871-6501 | Fax: (440) 398-0477
                                           Website: https://choosebalance.com

Clients may make additions to and withdrawals from their account[s] at any time, subject to Balanced Wealth’
right to terminate an account. Additions may be in cash or securities provided that Balanced Wealth reserves the
right to liquidate any transferred securities or decline to accept particular securities into a Client’s account[s].
Clients may withdraw account assets on notice to Balanced Wealth, subject to the usual and customary
securities settlement procedures. However, Balanced Wealth designs its portfolios as long-term investments, and
the withdrawal of assets may impair the achievement of a Client’s investment objectives. Balanced Wealth may
consult with its Clients about the options and ramifications of transferring securities. However, Clients are
advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at
...

Item 7 – Types of Clients
Balanced Wealth offers advisory services to individuals, high net worth individuals, families, trusts, estates,
businesses, and retirement plans. Balanced Wealth generally does not impose a minimum relationship size.