Briggs Wealth Management Inc

Item 5 - Fees and Compensation

A. Advisory Fees

Portfolio Management Services Fees

The annual fee for portfolio management services will be charged as a
percentage of assets under management. The table below shows the
maximum annual fee for portfolio management services. The actual fee
charged may be less than the maximum fee shown below depending upon the
size and complexity of the client's account:

          Asset Under Management             Maximum Annual Fee (%)
      First $1 Million                              1.25%
      Next $2 Million                               1.00%
      Over $3 Million                               0.75%

The Company’s annual portfolio management fee is prorated and paid
quarterly, in advance, based upon the market value of the assets on the last
business day of the previous quarter. If assets are deposited into or
withdrawn from an account after the inception of a quarter, the fee payable
with respect to such assets may be adjusted or prorated based on the number
of days remaining in the quarter. For the initial quarter of portfolio
management services, the initial fee shall be calculated on a pro rata basis.

Financial Planning and Consulting Services Fees

Financial planning and/or consulting services fees will be charged in one or
both of two ways:

1. As a fixed fee, typically ranging from $5,000 to $10,000, depending on the
   nature and complexity of each client's circumstances.

                                                       Briggs Wealth Management, Inc.
                                                       Effective Date: February 4, 2026

2. On an hourly basis calculated on a charge ranging from $     150 to $500
   per hour. The length of time it will take to complete the advisory service
   will depend on the nature and complexity of the individual client's
   personal circumstances. An estimate for total hours will be determined at
   the start of the advisory relationship.

Typically, fifty percent (50%) of the Financial Planning Services fee is due
upon inception of the advisory relationship, with the balance payable upon
completion of the financial planning service. Consulting services fees are
payable monthly in arrears or upon completion of the advisory service.
Typically, the financial plan will be presented to the client within 90 days of
the contract date, provided that all information needed to prepare the
financial plan has been promptly provided by the client.

Executor Services Fees

Fees for Executor Services are charged on an hourly rate and are based on
professional time and support. The Company’s Executor Services fees range
from $350 to $500 an hour for professional services and from $150 to $250 for
support. Fees are based on complexity of the estate and are paid monthly in
arrears.

In reviewing a proposed executor fee, the court may ask the Company for a
task statement describing:

   •   size of the estate;
   •   responsibilities involved;
   •   character of the work required;
   •   special problems and difficulties met in doing the work;
   •   results achieved;
   •   knowledge, skill and judgment required;
   •   manner and promptness in which the matter was handled;
   •   time required; and/or
   •   other relevant and material circumstances.

Tax Preparation Services Fees

The fee for tax preparation services ranges from $250 to $500 an hour. The
Company may, at its sole discretion, waive the fee for tax preparation
services.

                                                        Briggs Wealth Management, Inc.
                                                        Effective Date: February 4, 2026

Independent Money Managers

The Company and PIMCO will be compensated separately with each of the
Company and PIMCO directly debiting the client’ account.

For Client account[s] implemented through an Independent Manager, the
Client’s overall fees may include the Company’s investment advisory fee (as
noted above) plus advisory fees and/or platform fees charged by the
Independent Manager[s], as applicable. The Independent Manager may
assume responsibility for calculating the Client’s fees and deducting all fees
from the Client’s account[s]. In such instances, the Company will not charge
its fee separately on those assets.

Client account[s] implemented through Independent Manager[s] will be billed
in accordance with the separate agreement[s] with the respective parties.
These parties will typically add the Company’s investment advisory fee and
deduct the overall fee from the Client’s accounts.

B. Payment Method

Unless otherwise agreed to, the Company’s portfolio management agreement
and/or the separate agreement the client enters into with the account
custodian will authorize the Company, through the account custodian, to
debit the client’s account for the amount of the Company’s fee and to directly
remit that portfolio management fee to the Company. Details of the portfolio
management fee charged are more fully described in the advisory agreement
entered into with each client.

In order for the Company’s advisory fees to be directly debited from a client’s
account, the client must provide written authorization permitting the
Company to bill the custodian. In addition, the account must be held by a
qualified custodian and the qualified custodian must agree to send to the
client an account statement on at least a quarterly basis. The account
statement must indicate all amounts disbursed from the account including
the amount of advisory fees paid directly to the Company. Clients are
informed that it is their responsibility to verify the accuracy of the fee
calculation and that the account custodian will not determine whether the fee
is properly calculated.

                                                        Briggs Wealth Management, Inc.
                                                        Effective Date: February 4, 2026

C. Additional Fees and Expenses
...

Item 7 - Types of Clients

The Company provides investment advisory services to individuals (including
high net worth individuals), pension and profit-sharing plans, trusts, estates,
corporations and other types of business entities.

Engaging the Services of the Company

All clients wishing to engage the Company for investment advisory services
must first complete the applicable investment advisory agreement as well as
any other document or questionnaire provided by the Company. The
Company may only implement its investment management recommendations
after the client has arranged for and furnished the Company with all
information and authorizations regarding accounts with the appropriate
broker-dealer/custodian.

The investment advisory agreement describes the services and
responsibilities of the Company to the client. It also outlines the Company’s
fee in detail. Upon completion of the investment advisory agreement, the
Company will be considered engaged by the client. In addition, clients must
complete certain broker-dealer/custodial documentation. Neither the
Company nor the client may assign the investment advisory agreement
without the consent of the other party. Transactions that do not result in a
change of actual control or management of the Company are not to be
considered an assignment.

A copy of the Company’s privacy policy notice and this written disclosure
statement are provided to each client prior to or contemporaneously with the
execution of the investment advisory agreement. Any client who has not
received a copy of the Company’s written disclosure statement at least forty
eight (48) hours prior to executing the investment advisory agreement shall
have five (5) business days subsequent to executing the agreement to
terminate the Company’s services without penalty.

The Company’s clients are advised to promptly notify the Company if there
are ever any changes in their financial situation or investment objectives or if
they wish to impose any reasonable restrictions upon the Company’s
management services.

                                                         Briggs Wealth Management, Inc.
                                                         Effective Date: February 4, 2026

Conditions for Managing Accounts

Portfolio Management Services

The Company requires new clients have a minimum account size of
$1,000,000 for portfolio management services, although the Company retains
the right to reduce or waive this minimum account size. Accounts of less than
$1,000,000 may be set up when the client and the Company anticipate the
client will add additional funds to the accounts bringing the total to
$1,000,000 within a reasonable time. Other exceptions will apply to
employees of the Company and their relatives, or relatives of existing clients.
Economic hardship circumstances may also be taken into consideration.

The Company also requires a minimum quarterly fee of $3,000 (which equals
$12,000 on an annual basis) for portfolio management services. The Company
retains the right to reduce or waive the minimum annual fee. In the event a
client only pays the minimum quarterly fee of $3,000 for four consecutive
quarters, the minimum quarterly fee can be increased at the discretion of the
Company by five percent (5%) per year.

Financial Planning Services

There is no minimum account size requirement for financial planning
services clients. The Company does require a minimum financial planning fee
of $5,000. However, clients retaining the Company for portfolio management
services may have this fee offset by their portfolio management fee. There is
no minimum consulting fee.