Eagle Wealth Advisors

Item 5 – Fees and Compensation
EWA is compensated by fees that are based on a percentage of the average market value of the investment assets under
management within each Client account, (determined quarterly on an account by account basis and not in the aggregate).
Fees are charged to the Client’s accounts with the custodian on a quarterly basis in advance. Fees are negotiable and on
average the range is approximately 1.00% to 1.50%

The initial fees will equal (on an annualized basis) the percentage as set forth in the EWA Client Investment Advisory
Agreement (“Agreement”) of the fair market value of the Client’s assets and funds held within the account. Fees will be
charged to the Client’s account with the custodian on a quarterly basis in advance. The initial fees for the first calendar
quarter (or part thereof) shall be calculated on the day after the Client’s initial assets and funds are placed into the account
with the custodian and charged the first day of the new month after the assets and funds are placed in the account and shall
be the fees for the first calendar quarter (or part thereof). The initial fees for any partial calendar quarter shall be
appropriately pro-rated based on the number of calendar days in the partial quarter. Thereafter, the fees shall be calculated
at the beginning of each calendar quarter based on the value of the assets and funds held within the Client’s account based
on the last calendar day of the prior calendar quarter. Please note that the fees are assessed as a percentage of the assets
and funds, and as such the total dollar amount of the fees may vary each quarter as the value of the assets and funds
fluctuates.

Separately Managed Accounts
On rare occasions and upon a Clients explicit request, EWA can offer the use of an Outside Manager for portfolio
management services pertaining to a Client account. These Client accounts are charged a single fee that includes EWA’s fee
and fees associated with the Outside Manager. Clients can then expect to only pay one fee (“Wrap Fee”) for the account.

These accounts may also impose requirements to open or maintain a Client account, such as a minimum account size.
Clients should separately refer to each Outside Manager’s Form ADV Part 2A for more information regarding that Outside
Manager’s requirements regarding opening or maintaining a Client account.

For Clients who rely on Envestnet for portfolio management services, on average the Wrap Fee will range from
approximately 1.08% to 2.82%. Clients should separately refer to Envestnet's Form ADV Part 2A, Envestnet’s Investment
Selection for the Client’s particular account(s), and Envestnet’s Private Wealth Management Program Terms and Conditions
for a description of Envestnet’s fees for the Client’s particular account(s).

                                             Eagle Wealth Advisors LLC Form ADV Part 2A​          ​        ​        May 27th, 2026

Other Fees
Fees may be charged pertaining to certain securities transactions in a Client’s accounts, including: (i) dealer markups,
markdowns or spreads charged on transactions in over-the-counter securities; (ii) costs relating to trading in certain foreign
securities; (iii) the internal charges and fees that may be imposed by any collective investment vehicles (“Collective
Investment Vehicles”), such as mutual funds and closed-end funds, unit investment trusts, exchange-traded funds or real
estate investment trusts (such as fund operating expenses, management fees, redemption fees, 12b-1 fees and other fees
and expenses. Further information regarding charges and fees assessed on Collective Investment Vehicles may be found in
the appropriate prospectus or offering document) or other regulatory fees; (iv) brokerage commissions or other charges
imposed by broker-dealers or entities other than the custodian if and when trades are cleared by another broker-dealer; (v)
the charge to carry tax lot information on transferred mutual funds or other investment vehicles, postage and handling
charges, returned check charges, transfer taxes; stock exchange fees or other fees mandated by law, and (vi) any brokerage
commissions or other charges, including contingent deferred sales charges (“CDSC”), imposed upon the liquidation of
“in-kind assets” that are transferred into the Client’s account. EWA does not charge or participate in these fees.

The custodian of each of the Client’s accounts may charge certain custodial fees. A custodian may charge a minimum
account fee. Clients also may be charged for specific account services, such as ACAT transfers, electronic fund and wire
transfer charges, and for other optional services elected by Clients. Accounts may be subject to transaction-based ticket
charges assessed by the custodian for the purchase of certain mutual funds. Similarly, certain non-brokerage-related fees
may be charged such as individual retirement account (“IRA”) trustee or custodian fees and tax-qualified retirement plan
account fees and annual and termination fees for retirement accounts (such as IRAs).

Some mutual funds assess redemption fees to investors upon the short-term sale of its funds. Depending on the particular
mutual fund, this may include sales for rebalancing purposes. Please see the prospectus for the specific mutual fund for
detailed information regarding such fees. In addition, a Client may incur redemption fees, when the portfolio manager to an
investment strategy determines that it is in the Client’s overall interest, in conjunction with the stated goals of the
investment strategy, to divest from certain Collective Investment Vehicles prior to the expiration of the Collective
Investment Vehicle’s minimum holding period. Depending on the length of the redemption period, the particular investment
strategy and/or market circumstances, a portfolio manager may be able to minimize any redemption fees when, in the
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Item 7 – Types of Clients
EWA provides investment advisory services and financial planning to individuals, high net worth individuals, trusts, estates,
corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other U.S. institutions.
EWA does not have any requirements for opening or maintaining an account, such as a minimum account size.