Eagle Wealth Strategies LLC

Item 5 – Fees and Compensation

 The following paragraphs detail the fee structure and compensation methodology for services provided by the
 Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written
 agreement with the Advisor.

 A. Fees for Advisory Services
 Wealth Management Services
 Wealth management fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.
 Fees are based on the market value of assets under management at the end of the prior quarter. Wealth
 management fees are based on the following schedule:

                             Assets Under Management ($)                    Annual Rate (%)
                                       $0 - $250,000                            1.20%
                                   $250,001 - $1,000,000                        1.00%
                                  $1,000,001 - $1,500,000                       0.95%
                                  $1,500,001 - $2,000,000                       0.90%
                                  $2,000,001 - $2,500,000                       0.85%
                                  $2,500,001 - $3,000,000                       0.80%
                                  $3,000,001 - $5,000,000                       0.75%
                                  $5,000,001 - $7,500,000                       0.70%
                                  $7,500,001 - $8,500,000                       0.65%
                                 $8,500,001 - $10,000,000                       0.60%
                                   $10,000,001 and over                         0.50%

 The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the
 end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
 consideration the aggregate assets under management with the Advisor. All securities held in accounts managed
 by Eagle Wealth Strategies will be independently valued by the Custodian. The Advisor will conduct periodic
 reviews of the Custodian’s valuation to ensure accurate billing.
                                                Eagle Wealth Strategies LLC
                                          118 Bridgeton Pike, Mullica Hill, NJ 08062
                                                    Phone: (856) 845-4005
                                           https://www.eaglewealthstrategies.com/

 Clients can make additions to and withdrawals from their account(s) at any time. The Advisor will perform
 reconciliations on a quarterly basis to capture if, in any given day, assets in excess of $100,000 are deposited into
 or withdrawn from an account after the start of previous quarter. An adjustment will be made in the form of a
 prorated credit or debit in the next billing cycle to reflect the interim change in portfolio value from the date of the
 deposit or withdrawal until the end of the previous quarter.

 The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
 related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor
 shall not receive any portion of these commissions, fees, and costs.

 Financial Institution Consulting Services
 Eagle Wealth Strategies receives a consulting fee based on the assets under MSI’s management from Brokerage
 Customers who have provided written consent to MSI to receive the investment consulting services from the Advisor.
 The consulting fee is calculated from the assets under MSI’s management at the end of the calendar quarter
 multiplied by the annualized rate ranging up to 1.00%. The initial fee is paid only after the completion of one full
 calendar quarter period following the date of the executed agreement with MSI.

 B. Fee Billing
 Wealth Management Services
 Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
 the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
 from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the
 quarterly rate (annual rate divided by 4) to the total assets under management with Eagle Wealth Strategies at the
 end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting
 deduction of the wealth management fee. Clients are urged to also review and compare the statement provided by
 the Advisor to the brokerage statement from the Custodian, as the Custodian does not perform a verification of fees.
 Clients provide written authorization permitting advisory fees to be deducted by Eagle Wealth Strategies to be paid
 directly from their account[s] held by the Custodian as part of the wealth management agreement and separate
 account forms provided by the Custodian.

 Financial Institution Consulting Services
 MSI shall calculate and pay Eagle Wealth Strategies for its consulting services on or before thirty (30) days past the
 end of each calendar quarter.

 C. Other Fees and Expenses
 Clients may incur certain fees or charges imposed by third parties, other than Eagle Wealth Strategies, in
 connection with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody
 and securities execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian
 does not charge securities transaction fees for ETF and equity trades in a Client's account, provided that the
 account meets the terms and conditions of the Custodian's brokerage requirements. However, the Custodian
 typically charges for mutual funds and other types of investments. The fees charged by Eagle Wealth Strategies
 are separate and distinct from these custody and execution fees.
...

Item 7 – Types of Clients

 Eagle Wealth Strategies offers investment advisory services to individuals, high net worth individuals, trusts,
 estates, businesses, charitable organizations, and broker-dealers. Eagle Wealth Strategies generally imposes a
 minimum relationship size of $500,000.