Conscious Wealth Investments LLC

Item 5 – Fees and Compensation

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 one or
more written advisory agreements with the Advisor.

A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
wealth management agreement. Wealth management fees are based on the market value of assets under
management at the end of the prior calendar quarter. Fees generally range up to 1.00% annually 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 wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Advisor typically offers a
tiered, incremental fee schedule (as detailed above) where the rate is reduced as assets under management
increase. In certain circumstances, the Advisor may charge a fixed annual rate or fixed 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 Conscious Wealth
Investments will be independently valued by the Custodian. Conscious Wealth Investments will conduct periodic
reviews of the Custodian’s valuations to ensure accurate billing.

Clients may make additions to and withdrawals from their account[s] at any time, subject to Conscious Wealth
Investments’ right to terminate an account. Additions may be in cash or securities provided that Conscious Wealth
Investments 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 Conscious Wealth Investments, subject to the
usual and customary securities settlement procedures. However, Conscious Wealth Investments designs its
portfolios as long-term investments, and the withdrawal of assets may impair the achievement of a Client’s
investment objectives. Conscious Wealth Investments 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.

Financial Planning Services
Financial planning services may be included as part of an overall wealth management engagement and fee or
contracted separately. Conscious Wealth Investments offers standalone financial planning services either on an
hourly basis or for a fixed engagement fee. Hourly fees range up to $575 per hour. Fixed fee engagements are
negotiated based on the expected number of hours to complete the engagement as the Advisor’s hourly rate. Fees
may be negotiable based on the nature and complexity of the services to be provided and the overall relationship
with the Advisor. An estimate for total hours and/or total costs will be provided to the Client prior to engaging for
these services.

B. Fee Billing
Wealth Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] in advance of each calendar quarter. The amount due is calculated by applying the
quarterly rate (annual rate divided by 4) to the market value of assets under management as of the end of the prior
calendar quarter. Clients will be provided with a statement, generally monthly, but at least quarterly, from the
Custodian reflecting the deduction of the wealth management fee. Clients provide written authorization permitting
                                             Conscious Wealth Investments, LLC
                                       Office: 901 Bernina Ave, Apt 2, Atlanta, GA 30318
                                Mailing: 1700 Northside Dr., Suite A7 #5763, Atlanta, GA 30318
                                 Phone: (404) 826.7747 | https://consciouswealth.com

advisory fees to be deducted by Conscious Wealth Investments to be paid directly from their account[s] held by the
Custodian as part of the wealth management agreement and separate account forms provided by the Custodian.

Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced upon completion of the agreed-upon deliverable[s].

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Conscious Wealth Investments, in
connection with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody
and securities execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian
does not charge securities transaction fees for ETF and equity trades in a Client's account, provided that the
account meets the terms and conditions of the Custodian's brokerage requirements. However, the Custodian
typically charges for mutual funds and other types of investments. The fees charged by Conscious Wealth
Investments are separate and distinct from these custody and execution fees.
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Item 7 – Types of Clients

Conscious Wealth Investments offers advisory services to individuals, high net-worth individuals, families, trusts,
estates, and small businesses. Conscious Wealth Investments generally requires a minimum relationship size of
$500,000, which may be reduced at its sole discretion.