Eagle Wealth Management Group Inc

Item 5: Fees and Compensation
Financial Planning Services Fees
Eagle Wealth's Financial Planning fees are determined based on the nature of the services being provided and the
complexity of each client's circumstances. All fees are negotiated and agreed upon prior to entering into a contract
with any client.
Hourly Financial Planning Consultation Services: Our Financial Planning fees are calculated and charged on an
hourly basis, ranging from $100 to $750 per hour. Although the length of time it will take to provide a Financial
Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of
the advisory relationship. The total fees may be higher than estimated. Fees for hourly financial planning
consultation services will be billed to the client after the services have been rendered and will be payable upon
receipt of the bill. Any financial planning consultation services terminate upon the delivery of such services to
client.
A Written Financial Plan: The fee for a financial plan will vary depending upon the nature of the services being
provided and the complexity of each client's circumstances. The fees for this service generally range from $1,000
to $25,000 and will vary based on the depth and scope of the plan and the experience of the Advisory Associate.
However, the fee for more complex business (financial) planning could range as high as $75,000. The fee will be
stated and agreed upon in advance. Fees for a financial plan will be payable half in advance and the balance upon
completion of the services. A client will have a period of five (5) business days from the date of the signing the
engagement agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, a
client engagement agreement may be canceled at any time, by either party, for any reason upon receipt of written
notice. Upon termination of an engagement, any prepaid, unearned fees will be promptly refunded. Clients will be
liable for any fees earned but not paid at the time of cancelation. The client engagement agreement will terminate
upon delivery of the written financial plan.
An Annual Financial Planning Service Agreement: An Annual financial planning service agreement includes a
financial analysis, any updates in the financial analysis as requested by the client and consultation services upon the
client's request during the year's period. The fee for the annual financial planning agreement will be charged as a
flat dollar amount and generally range from $2,500 to $20,000 annually. Fee will not be based upon capital gains or
capital appreciation of a client's account. The annual fee will be stated and agreed upon in advance. Fees for an
annual financial planning service agreement will be payable quarterly in advance. A client will have a period of
five (5) business days from the date of the signing the service agreement to unconditionally rescind the agreement
and receive a full refund of all fees. Thereafter, a service agreement may be canceled at any time, by either party,
for any reason upon receipt of written notice. Upon termination of a service agreement, any prepaid, unearned fees
will be promptly refunded. Clients will be liable for any fees earned but not paid at the time of cancelation. The
client service agreement will terminate one (1) year from the execution of the service agreement.
Additional Financial Planning Service Fees: Fees for any third-party legal estate planning services are in
addition to the financial planning fees charged by Eagle Wealth and are collected directly by that third
party based on the client’s direct relationship with the third-party estate planning vendor. For the
coordination of estate planning services (non-legal), Eagle Wealth may charge a separate fee that is based
on the final total value of the estate.
Business Planning Services: The fee for business financial planning is charged as a flat dollar amount and
generally ranges from $2,500 to $120,000 annually. Additionally, if in his/her dual capacity as a

registered representative of a broker-dealer approved for mergers & acquisition business, the affiliated
adviser may be able to charge a commission determined as a percentage of the business’ sale valuation.
Eagle Wealth cannot charge a commission for executing a successful sale of the business for purposes of
succession or exit.
Asset Management: Clients will be charged advisory fees based on an annualized percentage of the value of the
assets in the Eagle Wealth account. These fees may be negotiable at the sole discretion of management.
Clients will pay a maximum advisory fee according to the following schedule:

             Value of Account Assets​                Annual Fee

             First​       $500,000​                  2.00%
             Next         $500,000                   1.50%
             Next         $1,000,000                 1.25%
For example, if a client's account is valued at $1,500,000, the annual fee will be calculated as follows: ($500,000 x
2.00%) + ($500,000 x 1.50%) + ($500,000 x 1.00%).
The fee will be assessed and billed quarterly in advance. The fee for any given calendar quarter is debited by the
custodian from the client's account at the beginning of the calendar quarter, based on the total portfolio value as
of the last business day of the preceding calendar quarter. If the Advisor receives any trailing fees for variable
insurance products, they are offset by an exact dollar amount reduction of the client’s fee.
The first fee will be billed upon execution of the Agreement and will be based upon the opening value of the
account. If the Agreement is executed at any time other than the first day of a calendar quarter, the payment will be
prorated.
A client will have a period of five (5) business days from the date of the signing the advisory service agreement to
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Item 7: Types of Clients
Eagle Wealth provides advisory services to the following types of clients:
         ■​ Individuals (other than high net worth individuals)
         ■​ High net worth individuals
         ■​ Pension and profit-sharing plans (other than plan participants)
         ■​ Corporations or other businesses not listed above
         ■​ Non-profit organizations

As previously disclosed in Item 5, our firm has established certain initial minimum account requirements, based
on the nature of the service(s) being provided. For a more detailed understanding of those requirements, please
review the disclosures provided in each applicable service.