Belleair Wealth Management LLC

FEES & COMPENSATION

     Discovery Meeting

     The Discovery Meeting has no cost or obligation. This meeting provides the opportunity for
     both parties to get to know each other and for us to share in greater detail how we can address
     your financial objectives:

         v Access your current family financial needs.
         v Address your financial concerns and answer your questions on how we can assist you.
         v Discuss private banking for credit and lending, liquidity, and money movement needs
           and how we can facilitate their services when necessary while providing reporting
           capabilities and oversight of the transactions.
         v Recommend financial resolutions to lower costs, reduce risks, increase expected
           returns, and/or increase tax efficiency to improve the likelihood of successfully
           achieving your goals.
         v Explain our investment methodology and how our investment strategies work; and,
         v Explain the benefits of wealth planning7 and how an evaluation of your wealth
           management needs is beneficial beyond just managing your investable assets.

     From the Discovery Meeting, our objective will be to move forward under an advisory contract
     to manage your portfolio assets. We will prepare the necessary agreements to perform the
     desired service. If, however, you do not wish to engage us for our management services, you
     will be responsible for implementing any recommendations coming out of the Discovery
     Meeting. All monetary solutions discussed will have been concluded and we are not responsible
     to implement the advice or for any on-going supervision, monitoring, and/or reporting.

     Asset Management Fee

     Portfolio management is provided on an asset-based fee8 arrangement. The management fee
     will be calculated based on the aggregate fair market value (including cash and cash
     equivalent securities) of your portfolio account(s) on the last business day of the previous
     calendar quarter multiplied by one-fourth of the corresponding annual percentage rate for
     each portion of your portfolio assets that fall within each tier (See “Billing” below under
     “Protocols for Asset Management” for formula calculation.).

     We retain discretion to negotiate the management fee within each tier on a client-by-client
     basis depending on the size, complexity, and nature of the portfolio managed. In addition, for
     the portion of your portfolio that exceeds into the next tier level, either through additional
     deposits or asset growth, a fee break will occur.

     7   We do not charge a fee for wealth planning; it is a complementary service available to all clients. At our discretion, based on your unique financial need,
         we will prepare at minimum a limited-scope financial plan.
     8   An asset-based fee is a percentage fee charged based on your assets under management for our professional time giving continuous advice, managing
         investment strategies, and suggesting investment options. We receive no other compensation for this advisory service unless first disclosed to you.

Form ADV: Part 2A                                                                                                                      Belleair Wealth Management, LLC
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                                                                                                                                           DISCLOSURE BROCHURE

     The tier breaks are as follows:

                                                                                                                     Annual Fee
                                   Account Value                                                                        Rate
                                                                                                                         Not to Exceed

                                   First $500,000...........................................                               2.00%
                                   Next $500,000 ..........................................                                1.50%
                                   Next $1,000,000 ........................................                                1.00%
                                   Over $2,000,000 ........................................                                0.85%

     Our management fee will be fully disclosed to you in an advisory agreement prior to conducting
     any portfolio management services. We generally require a minimum initial investment of
     $100,000 to open a managed account; however, we retain the right to waive or reduce this
     minimum if we feel circumstances are warranted.

         Protocols for Asset Management

         The following protocols establish how we handle our asset management accounts and what
         you should expect when it comes to: (i) managing your account; (ii) your bill for investment
         services; (iii) deposits and withdrawals; and, (iv) other fees charged to your account(s).

             Discretion
             We will establish discretionary trading authority on all management accounts to execute
             securities transactions at anytime without your prior consent or advice.

             You may, however, at any time, impose restrictions, in writing, on our discretionary
             authority (i.e., limit the types/amounts of particular securities purchased for your account,
             exclude the ability to purchase securities with an inverse relationship to the market, limit
             our use of margin or leverage, etc.).

             Billing
             Your account will be billed quarterly, in advance, a blended fee based on the fair market
...

TYPES OF CLIENTS

     The types of clients we offer advisory services to are described above under “Who We Are” in
     the Item 4, the “Advisory Business” section. Our minimum account size for asset management
     is disclosed above under “Asset Management Fee” in Item 5 above in the “Fees &
     Compensation” section of this Brochure.