Eiger Wealth Management LLC

ITEM 5: FEES AND COMPENSATION
Investment Advisory Fees

The Investment Advisory Fee for services rendered by Eiger is based on an annual percentage of
the assets managed by Eiger billed in advance on a quarterly basis as of the last day of the
previous quarter as outlined below. A partial quarter will be billed based on the number of days
Eiger was managing the portfolio during such a quarter. If a client terminates their advisory
agreement during a quarter, Eiger will refund any prorated amount of the fee that was paid in
advance. In addition to the Investment Advisory Fee, Eiger may charge additional fees, such as
a planning fee and/or servicing fee as outlined below. Typically, fees are automatically deducted
from a client’s account. In rare instances clients will request us to bill them rather than having us
deduct their fee directly from their account.

Most clients are charged an annual Investment Advisory Fee of 1.0% of assets under
management. Eiger reserves the right to reduce said fee for larger portfolios or increase it for
smaller and more complex portfolios.

Eiger reserves the right to negotiate a different fee structure on a client-by-client basis.

Comparable investment services may be available from other sources for higher or lower overall
fees.

Planning Fee

In addition to the investment advisory fee, we may charge a one-time planning and set up fee.
The fee is based on anticipated complexity of the client’s account and other factors and is
determined on a case-by-case basis at the discretion of Eiger. The amount of the planning fee is
agreed to by the client at the time the Investment Advisory Agreement is signed.

401(k) Management Fees

When Eiger is the advisor of record for a company’s qualified retirement plan, Eiger receives an
advisory fee for its services. The custodian of such a plan typically deducts a fee from plan
participants based on a percentage of the participant’s plan assets held by the custodian as

Eiger Wealth Management, LLC                                                           March 19, 2026

Form ADV Part 2A
compensation to Eiger for Eiger’s services as advisor for the plan. Said advisory fee is in
addition to the Investment Advisory Fee a plan participant who is also a client of Eiger pays to
Eiger.

Other Fees

All fees paid to Eiger for investment advisory services are separate and distinct from the fees and
expenses charged by sponsors or Third-Party Managers of various investments. Such additional
fees and expenses are described in each investment's prospectus, private placement
memorandum, or equivalent document. These fees may include a management fee, operating
expenses, distribution fee, incentive allocation fee, etc. In some cases, a client could invest
directly into such investments, without the services of Eiger, but may incur different fees.
Depending on the custodian, the client may also incur custodian fees in addition to the fees
outlined above. These additional fees do not benefit Eiger. When selecting mutual funds,
whenever possible and in the best interest of the client, we recommend “no-load” funds to reduce
the clients’ expense. But depending on the amount invested and the anticipated holding period
and trading activity, a fund with a load may be less expensive because of lower management and
transaction fees. Depending on a client’s situation, we use transaction fee or no-transaction fee
mutual funds. No-transaction fee mutual funds can have higher expenses than other available
share classes. Although we take expenses into account, historical investment performance and
portfolio strategies tend to trump investment expense considerations. Client is responsible for
transaction fees, if any. Clients should consider the full cost of our service, including our fee, the
Third- Party Manager’s fee, the cost of any underlying investment, and any custodian or
transaction fees.

Additional Benefits

It is anticipated that managers of underlying investments and vendors independent of Eiger offer
to pay for Eiger client events in order to market themselves to the clients. Such events may
include dinner, golfing, entertainment, and sporting events. In those situations, Eiger does not
have to pay for the event and thereby receives an indirect benefit. Vendors, such as custodians,
and investment managers independent of Eiger may also make research material and other
services available to Eiger at no charge in return for Eiger’s business relationship. Such benefits
to Eiger are outlined in more detail under Item 12, in the section titled “Products and Services
Available to Eiger.” These additional benefits create a conflict of interest for Eiger when
selecting investments and vendors.

Valuation Procedure

When determining the net asset value (NAV) of an asset, Eiger follows its pricing policies as
outlined in its Policies and Procedures Manual. Eiger may not be able, and is not required, to
perform any independent valuation of investor assets. Eiger uses the valuations reported by the
custodian of an asset unless these valuations are deemed, by Eiger, to be inaccurate. If a
custodian does not provide a value for an asset, or said value is deemed inaccurate by Eiger,
Eiger will determine a value in good faith based largely, if available, on the valuation most
recently provided to Eiger by the relevant investment manager of such an asset. Because such
valuations are typically provided on a quarterly basis for private investments, reported values can

Eiger Wealth Management, LLC                                                          March 19, 2026

Form ADV Part 2A
be outdated. Private equity investments are particularly difficult to value. Because of the high
risk associated with such an investment, the value could drop to zero despite initial growth.
Accordingly, Eiger carries such an investment at cost unless one of the following events occurs:
...

ITEM 7: TYPES OF CLIENTS
Typically, our clients are individuals who are accredited investors. Generally, an individual is an
accredited investor if he or she (1) has individual net worth, or joint net worth with the person’s
spouse, that exceeds $1 million (exclusive of the value of the primary residence), or (2) has an
income exceeding $200,000 in each of the two most recent years or joint income with a spouse
exceeding $300,000 for those years and a reasonable expectation of the same income level in the
current year. We also act as advisors to qualified retirement plans, business entities, charitable
organizations, trusts, and pension and profit-sharing plans.