Drucker Wealth 30 LLC

Item 5 – Fees and Compensation
Financial Planning Services
Depending on the circumstances, Drucker Wealth generally charges a fixed fee ranging from $3,000 to $8,000 for financial planning. The
client-specific fee is based on the scope and complexity of the engagement. Clients pay half upon engagement and the balance upon
completion.
Estate Planning
The fee for access to the third-party technology platform is up to $2,499.

Asset Under Management
Asset management fees are based on the scope and complexity of the services provided; they generally do not exceed 1.25%. That
said, our asset management services require a $7,500 minimum annual fee, which, depending on the asset under management, will
exceed a 1.25% asset management fee.

Third Party Asset Management Programs (“TAMP”)
Drucker Wealth has the ability to select other investment advisors or introduce Third-Party Asset Management Programs (“TAMP”) by
referral or sub-advisory arrangement. A third-party asset management program is an investment advisor selected to manage client assets
on behalf of Drucker Wealth. The process begins with a thorough assessment of the client's financial situation, investment objectives,

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risk tolerance, and time horizon. Once an investment strategy is established and approved by the client, the third-party asset manager
takes responsibility for implementing and managing the portfolio. This includes buying and selling securities, rebalancing the portfolio
periodically to maintain the desired asset allocation, and making adjustments based on market conditions or changes in the client's
objectives.

Sub-advisory Agreement
A sub-advisory agreement is a contractual arrangement between two registered investment advisors, where one firm (the "sub-adviser")
is hired by another firm (Drucker Wealth) to manage all or a portion of the assets of a specific investment fund or client account. In this
arrangement, Drucker Wealth retains overall responsibility for the management of the client account, while delegating all or a portion
of the investment decisions and portfolio management functions to the sub-advisor.

The sub-advisory agreement outlines the terms and conditions of the collaboration between the two firms, including the scope of the
sub-advisor's responsibilities, the compensation structure, and any other relevant terms. The agreement will clearly define the specific
duties and responsibilities of the sub-advisor. This can include investment strategy, asset allocation, security selection, risk management,
and performance reporting. The compensation structure for the sub-advisor is usually outlined in the agreement. Compensation can be
a fixed fee, a percentage of assets under management, or a combination of both. The agreement also addresses any additional fees or
expenses that the sub-advisor is entitled to receive.

The non-exclusive functions of a sub-advisor generally include determining the composition and portfolio allocation, the nature and
timing of the changes therein and the manner of implementing such changes, investment monitoring, and research. Drucker Wealth
delegates to the Sub-Advisor the power and authority to effectuate its investment decisions, including the execution and delivery of all
investment related documents, placing trades, and billing. A sub-advisor has a fiduciary duty to Drucker Wealth and it’s clients. Drucker
Wealth has the discretionary ability to hire and fire sub-advisors.
Fee Billing
Fees are assessed pursuant to the arrangement outlined in the client’s specific contract which, in some cases, includes a flat fee to satisfy
firm minimums. Flat fees are paid quarterly in advance based on the agreed upon annual amount.

Percentage Fees are charged quarterly in advance based upon the market value of the assets on the last day of the previous quarter as
valued by the custodian. The initial fee is based on the account’s starting balance and is prorated for the number of days remaining in
the calendar quarter. Client fees will reflect a pro-rated increase or decrease based on account deposits and withdrawals during the
advisory fee period. Upon termination, we will issue Clients a prorated refund of all unearned advisory fees that were paid in advance.
Unless other arrangements are made, fees are directly debited from a client's account(s). The client understands that notification of the
fee deduction will be through the statement from the custodian.

Mutual Fund Share Class Disclosure and Fiduciary Duty (12b-1 Fees)
Section 206 of the Investment Advisers Act of 1940 (“Advisers Act”) imposes a fiduciary duty to act in a client’s best interests and
specifically prohibits investment advisers, directly or indirectly, from engaging in any transaction, practice, or course of business which
operates as a fraud or deceit upon any client or prospective client. However, the fiduciary duty to which advisers are subject is not
specifically defined in the Advisers Act or the Commission rules but reflects a Congressional recognition “of the delicate fiduciary
nature of an investment advisory relationship” as well as a Congressional intent to eliminate, or at least expose, all conflicts of interest
which might incline an investment adviser, consciously or unconsciously, to render advice which was not disinterested. When selecting
a mutual fund for a client’s advisory account, the investment advisor representative has a fiduciary duty to select the share class that
helps manage the overall fee structure of the account.
Mutual Fund Fees and Other Fees and Expenses
The funds pay their investment managers and other service providers fees, which reduce the funds’ investment returns and are borne
proportionately by all fund shareholders, including clients of Drucker Wealth. These mutual fund fees, or “expense ratios,” are described
in the funds’ prospectuses, and are separate from and in addition to the fees charged by Drucker Wealth. Client assets are also held in
...

Item 7 – Types of Clients
The types of clients served by Drucker Wealth are generally pre-retirement individuals and high-net-worth individuals who are mid-
career professionals in the technology or medical industry or small business owners.

  Purshe Kaplan Sterling Investments (“PKS”) is a full-service broker/dealer and financial services firm headquartered in Albany, New
York. The Firm traces its roots to 1993 when it began as a regional brokerage firm. PKS has grown substantially over the past decade
and now has over 600 offices and more than 1,600 Registered Representatives operating in a classic open architecture environment.
PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities
Rulemaking Board. PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to
our Registered Representatives. In addition, PKS provides access to every major Investment Company, hundreds of Variable Annuity
products and access to some of the top professional money managers in the country. PKS is committed to providing its Registered
Representatives with the freedom to offer clients a full spectrum of investment choices. PKS does not own investment products. The
absence of proprietary products coupled with unrestricted access to investment products provides our Registered Representatives with
the flexibility to help you achieve your investment objectives.

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