Bluechip Wealth Advisors LLC

Item 5 – Fees and Compensation

The specific manner in which fees are charged by BCWA is established in a client’s written agreement.
BCWA’s Portfolio Management Fees and those of a Third-Party Manager (where applicable) are based on
the assets in the account per the fee schedule, or in some instances using a flat fee. Either way, fees may
be negotiated. Financial Planning and Consulting Fees are based on an hourly rate or flat project fee based
upon the specifics of the project.

BCWA provides investment management services for an annual fee based upon a percentage of the
market value of the assets in each client account. The advisory fee is negotiable depending on the
representative providing the management services, the market value of the account, asset types,
complexity of your portfolio, services desired, your financial situation, and level of trading activity. It is
important to note that it is possible that different investment advisor representatives may charge different
fees for providing the same types and level of service to clients. Depending on the investment program
chosen, the annual fee is divided and paid quarterly in advance (Schwab, Fidelity) or arrears (Schwab, SEI)
through a direct debit of your account. The account fee includes an annual review as described in Item 13.

BCWA Advisor Managed accounts are custodied with Charles Schwab & Co. (“Schwab”), SEI Private Trust
Company, & Fidelity Brokerage Services. Our third party managed accounts are custodied at Schwab and
SEI Trust Company. Our wrap fee programs are custodied at SEI Private Trust Company (“SEI”). Fees will be
charged differently depending on the platform selected.

BCWA's advisory fees(s) will not exceed 1.75% annually across all account types.

SEI PRIVATE TRUST COMPANY
BCWA’s fees are payable quarterly in arrears and automatically deducted from the account pursuant to the
advisory agreement. All quarterly fees will be charged for the prior quarter based on the prior quarter’s
ending balance. Certain third-party managers may calculate their fees based on quarter ending balances or
some other method which will be disclosed in the applicable Firm’s Form ADV, and advisory agreement
provided to the client. Any fees due to BCWA from the client will be invoiced or deducted from the client’s
account prior to termination.

SCHWAB PLATFORM

Portfolio management fees are generally payable quarterly, and may be billed in advance or arrears
depending on the program chosen. If management begins after the start of a quarter, fees will be prorated
accordingly. Fees are normally debited directly from client account(s) unless other arrangements are made.

Either BCWA or the client may terminate their Investment Advisory Agreement at any time, subject
to any written notice requirements in the agreement. In the event of termination, any paid but unearned
fees will be promptly refunded to the client based on the number of days that the account was managed.

SCHWAB PLATFORM-THIRD PARTY MANAGED

BCWA’s fees and those of a third-party manager are payable quarterly in advance and automatically
deducted from the account pursuant to the advisory agreement. Certain third-party managers may
calculate their fees based on quarter ending balances or some other method which will be disclosed
in the applicable Form ADV, and agreements provided to the client. In the event of termination, any
paid but unearned fees will be promptly refunded to the client based on the number of days that the
account was managed.

SEI WRAP ACCOUNTS

For SEI IAS accounts, Clients pay a fee to SIMC for its advisory services, the trade execution provided
by SIMC’s affiliate SEI Investments Distribution Co. (“SIDCO”) and the advisory services of Portfolio
Managers. SIMC’s fees are a percentage of the daily market value of the Client’s Managed Account
Strategy assets. SIMC’s fees are calculated and payable quarterly in arrears and net of any income,
withholding or other taxes. SIMC will deduct fees directly from the Client’s custody account. Please

refer to Appendix 1 of the Wrap Fee Brochure for SEI for more information.

FIDELITY PLATFORM
Management fees are generally payable quarterly, and are billed in advance. If management begins after
the start of a quarter, fees will be prorated accordingly. Fees are normally debited directly from client
account(s) unless other arrangements are made.

Either BCWA or the client may terminate their Investment Advisory Agreement at any time, subject
to any written notice requirements in the agreement. In the event of termination, any paid but unearned
fees will be promptly refunded to the client based on the number of days that the account was managed.

ACCOUNT TERMINATION

If the ADV disclosure document was not delivered to the client at least 48 hours prior to the client
entering into any written or oral advisory contract with this investment adviser, then the client has the
right to terminate the contract without penalty within five business days after entering into the contract.
For the purposes of this provision, a contract is considered entered into when all parties to the contract
have signed the contract, or in the case of an oral contract otherwise signified their acceptance, any
other provisions of this contract notwithstanding.

Fees will be prorated based on the number of days the Account is under BCWA’s management for any
Agreement that comes into effect or is terminated during a quarter. In addition to BCWA’s management
fee, clients with SMA’S and/or Third-Party Managed Accounts will also bear other charges imposed by the
custodian of their account or by other third parties relating to their account or transactions effected in
the account. Such charges may include, but not be limited to, brokerage commissions, ticket charges, wire
transfer charges, custodial fees, activity fees, termination fees, postage and handling fees and other
...

Item 7 – Types of Clients

BCWA provides portfolio management services to individuals, corporations and business entities,
government entities, pension and profit-sharing plans, charitable institutions, foundations,
endowments, estates, and trusts. For any third-party manager programs, account minimums may vary
by manager and such information is disclosed in the manager’s respective Brochure (Form ADV).