DWR Wealth Management LLC

Item 5: Fees and Compensation
  A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
      assets under management with Adviser. For clients that do not wish to engage Adviser to provide
      ongoing portfolio management or advisory services, Adviser alternatively offers financial planning
      and consulting services on an hourly basis at $300 per hour, with an 8 hour minimum, subject to
      negotiation with a client. In lieu of the hourly fee, we may negotiate a one-time flat fee ranging
      from $2,400 - $6,000. The annual fee for Adviser’s retirement plan services typically ranges from
      0.10% to 1.00% per annum based on plan assets under our advisement. Retirement plan fees
      are charged on a quarterly basis, in arrears, and based on the assets under management as of
      the last day of the calendar quarter. Fees are negotiable, and each client’s specific fee schedule
      is included as part of the investment advisory agreement signed by Adviser and the client.​
      ​
      Adviser’s standard investment management fee schedule is included below, subject to
      negotiation with a client:​

                     Client Assets Under Management                          Annual Fee Percentage
                                                                                (paid quarterly)
               For the first amount from $0.00 to $500,000.00                        1.00%
          For the next amount from $500,000.01 to $1,000,000.00                      0.80%
         For the next amount from $1,000,000.01 to $2,000,000.00                     0.60%
         For the next amount from $2,000,000.01 to $5,000,000.00                     0.50%
            For the next amount from $5,000.000.01 and above                         0.40%

  B.​ The fee schedule above is a ‘tiered’ or ‘blended’ fee schedule, which means that different annual
      fee percentages will apply to different ranges of client assets under Adviser’s management. Fees
      are deducted in arrears on a quarterly basis from clients’ assets and based upon the market
      value of such assets managed by Adviser as of the last day of the prior calendar quarter.
      Outstanding margin balances and cash are included in the assets upon which fees are assessed.
      Alternatively, clients may elect to pay Adviser’s fees via check.

  C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
      Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Clients will also typically incur additional fees and expenses
      imposed by independent and unaffiliated third-parties, which can include qualified custodian fees,
      mutual fund or exchange traded fund fees and expenses, mark-ups and mark-downs, spreads
      paid to market makers, wire transfer fees, check-writing fees, early-redemption charges, certain
      deferred sales charges on previously-purchased mutual funds, margin fees, charges or interest,
      IRA and qualified retirement plan fees, and other fees and taxes on brokerage accounts and
      securities transactions. These additional charges are separate and apart from the fees charged
      by Adviser.

  D.​ If Adviser or client terminates the advisory agreement before the end of a quarterly billing period,
      the pro rata fees earned through the effective date of the termination will be billed to the client.

  E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
      or other investment products.

                                       Date of Brochure: July 08, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, business entities,
charitable organizations, and pension and profit sharing plans. The minimum account value required to
open and maintain an account with Adviser is $250,000, subject to negotiation.

                                       Date of Brochure: July 08, 2026