Donato Wealth Management PLLC

Fees and Compensation - Item 5

Portfolio Management Services Fees
On an annualized basis, Empower Wealth Management charges the following portfolio management services fees:

                             Assets Under Management              Annual Advisory Fee*
                        First $5,000,000                          Up to 2.00%
                        Over $5,000,000                           Up to 1.00%

*A $50 annual fee will be assessed on all accounts for technology costs. For account values of less than $5,000, this may
equate to be more than the maximum stated 2% as stated in this Form ADV and the Agreement.

The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees, including model
provider fees, are included in the fee schedule above.

The fee is deducted from the client's account held at the custodian. The sub adviser calculates the fee and debits such fees
from the client’s custodial account on behalf of Empower Wealth Management. If insufficient cash is available to pay such
fees, securities in an amount equal to the balance of unpaid fees will be liquidated to pay for the unpaid balance. In limited
cases, we may invoice the client directly for the payment of fees.

Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range
of investments, and complexity of the client’s financial circumstances, among others. The exact fee to be paid by the client
will be clearly stated in the portfolio management agreement signed by the client and the firm.

Portfolio management fees are billed quarterly or monthly, in arrears, and are based on the average daily value of your
portfolio of the period just ended. Terms of payment are stated in the portfolio management agreement signed by the
client and the firm. Generally, the portfolio management fee will be deducted from the client’s account held with a non-
affiliated, qualified custodian. The Custodian will calculate the average daily value of assets under management of the
period (month or quarter) just ended and will multiply that amount by the respective fraction of the annual advisory fee

(i.e., 1/12 for monthly or 1/4 for quarterly). The qualified custodian will provide the client with an account statement at
least quarterly. This statement will detail all account activity, including any fees deducted from the account(s).

Our annual fee is exclusive of and in addition to brokerage commissions, transaction fees, and other related costs and
expenses, which will be incurred by the client. However, we will not receive any portion of the commissions, fees, and costs.
Please see Item 12 – Brokerage Practices for further information on brokerage and transaction costs.

At the inception of portfolio management services, the first pay period’s fees will be calculated on a pro-rata basis. The
portfolio management agreement between the client and Empower Wealth Management will continue in effect until either
party terminates the portfolio management agreement in accordance with the terms of the portfolio management
agreement. Empower Wealth Management’s annual fee will be pro-rated through the date of termination. Refunds are not
applicable since fees are payable in arrears.

IRA Rollover Considerations
As a normal extension of financial advice, we provide education or recommendations related to the rollover of an employer-
sponsored retirement plan. A plan participant leaving employment has several options. Each choice offers advantages and
disadvantages, depending on desired investment options and services, fees and expenses, withdrawal options, required
minimum distributions, tax treatment, and the investor's unique financial needs and retirement plans. The complexity of
these choices may lead an investor to seek assistance from us.

An Associated Person who recommends an investor roll over plan assets into an Individual Retirement Account (“IRA”) may
earn an asset-based fee as a result, but no compensation if assets are retained in the plan. Thus, we have an economic
incentive to encourage an investor to roll plan assets into an IRA. In most cases, fees and expenses will increase to the
investor as a result because the above-described fees will apply to assets rolled over to an IRA and outlined ongoing services
will be extended to these assets.

We are fiduciaries under the Investment Advisers Act of 1940 and when we provide investment advice to you regarding
your retirement plan account or individual retirement account, we are also fiduciaries within the meaning of Title I of the
Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing
retirement accounts. We have to act in your best interests and not put our interest ahead of yours. At the same time, the
way we make money creates some conflicts with your interests.

Financial Planning and Business Consulting Services Fees
For stand-alone financial planning services, Empower Wealth Management charges a negotiable fixed hourly fee of up to
$350.00. Prior to engaging Empower Wealth Management to provide financial planning services, clients will be required to
enter into a written financial planning agreement. The financial planning agreement will set forth the terms and conditions
of the engagement and will describe the scope of the services to be provided. Fees are payable as invoiced and in accordance
with a payment arrangement that is clearly set forth in the financial planning agreement signed by the client and the firm.
Empower Wealth Management does not require the prepayment of over $1,200, six or more months in advance. For
portfolio management clients, the financial planning fees may be waived or reduced by the amount of portfolio
management fees collected.

Either party may terminate the financial planning agreement by written notice to the other. Refunds are not applicable
since fees are payable in arrears.
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Types of Clients - Item 7

We generally offer investment advisory services to individuals, pension and profit sharing plans and participants, trusts,
estates, charitable organizations, corporations, and other business entities.

Empower Wealth Management generally requires a minimum account size of $10,000 for advisory accounts. However, from
time-to-time, in its sole discretion, Empower Wealth Management may accept smaller accounts based on various criteria,
such as anticipated future assets, related accounts, and other factors.

                            Methods of Analysis, Investment Strategies and Risk of Loss - Item 8