Crown Wealth Group LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management         Annual Fees
        All Assets                            0.85% – 1.70%

CWG uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for the purpose of determining the market
value of the assets upon which the advisory fee is based.

These fees are negotiable, and the final fee schedule will be memorialized in the client’s
advisory agreement. Clients may terminate the agreement without penalty for a full
refund of CWG's fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract generally
with 5 days' written notice.

Selection of Other Advisers Fees

CWG may direct clients to third-party investment advisers. CWG will be compensated
via a fee share from the advisers to which it directs those clients. The fees shared are
negotiable and will not exceed any limit imposed by any regulatory agency. The notice of
termination requirement and payment of fees for third-party investment advisers will
depend on the specific third-party adviser selected.

CWG may direct clients to Congress Asset Management Company LLP. The annual fee
schedule is as follows:

    Total Assets       CWG’s Fee         Congress Asset’s Fee        Total Fee
     All Assets          1.20%                 0.50%                  1.70%

CWG may direct clients to Davis Selected Advisers LP. The annual fee schedule is as
follows:

    Total Assets       CWG’s Fee              Davis’s Fee            Total Fee
     All Assets          1.30%                  0.40%                 1.70%

Financial Planning Fees

Fixed Fees

The negotiated one-time fixed rate for creating client financial plans is between $500 and
$10,000.

Fees are based on the complexity and needs of each client. The more complexity the client
has and the more demanding they are of availability and service needs, the higher their
fee is.
Clients may terminate the agreement without penalty, for a full refund of CWG’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

On-going Financial Planning/ Personal CFO Services

The negotiated annual fixed rate for client on-going financial planning/ Personal CFO
services is between $1,200 to $120,000.

Fees are based on the complexity and needs of each client.

Clients may terminate the agreement without penalty, for a full refund of CWG’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

Estate Planning Services

CWG charges a one-time negotiable estate planning fee between $1,000 and $5,000. Fees
are based on the complexity and needs of each client.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly or monthly basis. Fees are paid in arrears
or in advance and will be agreed upon in the Investment Advisory Contract.

Payment of Selection of Other Advisers Fees

Fees are paid quarterly in arrears or in advance.

The timing, frequency, and method of paying fees for selection of third-party managers
will depend on the specific third-party adviser selected and will be disclosed to the client
prior to entering into a relationship with the third-party advisor.

Fees for third-party advisers are withdrawn by the custodian directly from client
accounts. CWG then receives its portion of the fees from the custodian; CWG does not
directly deduct the advisory fees.

Payment of Financial Planning Fees

Financial planning fees are paid via check or ACH.

Fixed financial planning fees are paid in arrears upon presentation of the plan.

On-going Financial Planning/ Personal CFO Services

On-going financial planning/ Personal CFO services fees are paid via check or ACH.

Fixed on-going financial planning/Personal CFO services are paid in advance on either a
monthly or quarterly basis.

Estate Planning Services

Estate planning fees are paid via check, ACH or withdrawn directly from the client's
accounts with client's written authorization. Fees are paid in arrears upon completion.

C. Client Responsibility For Third Party Fees

Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by CWG. Please see Item 12 of this brochure
regarding custodian.

D. Prepayment of Fees

CWG collects certain fees in advance and certain fees in arrears, as indicated above.
Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis

       and returned within fourteen days to the client via check or return deposit back into the
       client’s account.

       Fixed fees that are collected in advance will be refunded based on the prorated amount of
       work completed at the point of termination.

       E. Outside Compensation For the Sale of Securities to Clients

       Neither CWG nor its supervised persons accept any compensation for the sale of
       investment products, including asset-based sales charges or service fees from the sale of
       mutual funds.

Item 7: Types of Clients

CWG generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals

There are no requirements for opening or maintaining an account.

There is no account minimum for any of CWG’s services.