BMSS Wesson Wealth Solutions LLC

Item 5 Fees and Compensation

A. Advisory Fees and Compensation

Fees in General

Our fees will be set forth in each client’s engagement agreement with BWWS (“Client
Agreement”). The amount and type of fee that we charge varies based on factors such as the
type and level of services requested, and the particular circumstances of the client (including the
amount of the client’s assets managed by us). Our fees are subject to negotiation, depending on
each particular client’s circumstances at the time of entering into the Client Agreement or at a
later date upon a change in circumstances (e.g., the purchase of additional services or substantial
increases in the client’s assets managed by us). As such, fees will vary between clients, even in
connection with the same or similar services. Our Investment Advisory and Wealth Management
Services fees will be charged in arrears, meaning that the fees billed will be for work done in the
previous quarter. In general, Investment Advisory and Financial Planning Services fees are billed
quarterly for the services provided in the previous quarter. For Consulting Services, fees may be
charged in advance for up to 50% of the fees quoted in the Client Agreement, but in no event will
the Client be billed $1,200 or more six months in advance.

Additional information on the fees we charge for certain types of services (including default
billing methods) is provided below.

                                                           Form ADV Part 2A | March 16, 2026   Page 9

Investment Advisory, Wealth Management, Financial Planning, and Trust Fee Schedule

Our fees for Investment Advisory, Wealth Management, and Financial Planning Services are
typically based on a percentage of the value of assets in a client’s account (“Account Asset Value”)
within certain asset value ranges (or “tiers”). Clients within the same immediate family may be
able to group accounts together to reach higher tiers and lower applicable fees. Our fees will be
charged in arrears, meaning that the fees billed will be for work done in the previous quarter.

In general, Investment Advisory, Wealth Management, and Financial Planning Services fees are
billed within 10 days following the close of each calendar quarter (i.e., March 31st, June 30th,
September 30th, and December 31st) for services provided in that quarter. The fee charged to
any particular client is based on the client’s Account Asset Value in each tier as an average daily
balance of the preceding calendar quarter. The valuation dates or methods are subject to
negotiation in BWWS’s sole discretion and may vary between our clients.

The following fee schedule reflects a general guideline for the fees we charge based on the
Account Asset Value within each incremental tier.

           Tier           Account Asset Value                      Quarterly Fee            Annualized Fee

            1     Up to $1,000,000.00                          Up to 0.25%               Up to 1.00%

            2     $1,000,000.01 to $2,500,000.00               Up to 0.20%               Up to 0.80%

            3     $2,500,000.01 to $ 5,000,000.00              Up to 0.175%              Up to 0.70%

            4     $5,000,000.01 to $10,000,000.00              Up to 0.125%              Up to 0.50%

            5     over $10,000,000.00                          separately negotiated with each client

       ▪     The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are
             subject to negotiation at BWWS’s sole discretion.
       ▪     The minimum Account Asset Value for establishing an account with BWWS is $250,000, but at its sole
             discretion, BWWS may lower this minimum for individual clients.

Example: Assume that on January 1st, a client engages BWWS to provide Investment Advisory
and Financial Planning Services, opening an account by depositing $2,500,000 of cash and
securities. Further assume that as of March 31st, the average daily balance of the assets in the
client’s account over the previous calendar quarter was $2,800,000. Based on these facts and the
above fee schedule with billing based on the average daily balance, the client’s Investment
Advisory and Financial Planning Services fee for the quarter ending March 31 would be computed
as follows:

                                                                        Form ADV Part 2A | March 16, 2026      Page 10

                 Full Tier 1 Quarterly Fee = $1,000,000 x 0.25% = $2,500.00

               + Full Tier 2 Quarterly Fee = ($2,500,000 – $1,000,000) x 0.20% = $3,000.00

               + Partial Tier 3 Quarterly Fee = ($2,800,000 – $2,500,000) x 0.175% = $525.00

               = Total Quarterly Fee = $2,500.00 + $3,000.00 + $525.00 = $6,025.00

The $6,025.00 fee would then be billed by April 10th for the 1st quarter of the year.

While BWWS no longer refers clients to the Betterment for Advisors platform, there are several
clients still on that platform. Betterment, acting as a subadvisor in that wrap fee program, charges
a flat fee of 1.0%, calculated based on the average daily balance for the prior quarter of the
client’s Account Asset Value, of which BWWS receives 0.75% of that fee for its services.
Betterment is responsible for calculating and billing the client’s fees. Fees charged in connection
with trust services offered by trust companies such as National Advisors Trust are charged by
such trust company. BWWS does not charge a fee for providing clients access to National Advisors
Trust’s services. Any fees related to National Advisors Trust’s services will be set forth in the
client’s separate engagement with them. There is presently no set fee for Life Impact
Stewardship Planning, but the fee will be negotiated with each client based on the complexity of
the engagement and the overall relationship with BWWS.

Consulting Services Fees
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Item 7 Types of Clients

BWWS serves individuals, families, estates and trusts, charitable foundations and funds, and
institutions. In order to establish an account with us, a client must deposit a minimum of
$250,000. At its sole discretion, BWWS may negotiate a lower minimum required account asset
value on a client-by-client basis. For those clients with investable assets falling below the
minimum amount, we are able to offer financial planning and organizational services on a
fixed fee or hourly-work basis.