Ekanta Wealth Advisors LLC

Item 5 Fees and Compensation
WEALTH MANAGEMENT SERVICES
Our fees are typically based on a percentage of assets under management and may include an
additional annual incentive fee (hereinafter the "Incentive Fee").

We will charge the management fee as a percentage of assets under management or consultation,
typically ranging from 0.50% to 2.00%, based on the size and complexity of the client's individual
portfolio and the nature and extent of any Financial Consulting services required. We will quote an
exact percentage to each client based on both the complexity and total dollar value of that
account. Depending on the arrangements made at the inception of the engagement we may also
agree to charge a fixed fee which may generally range from $10,000 to $100,000 or more.

Incentive/Performance Fee
At the end of each calendar year, for those clients subject to an incentive/performance fee, our firm will
be entitled to an incentive fee of up to 20% of a client's account performance above a threshold
specified in the executed investment advisory agreement and calculated in accordance with the
formula specified in the executed investment advisory agreement. Clients who elect to terminate their
contracts will be charged an incentive fee based on the performance of the account for the measuring
period going back from the termination date and pro-rated from the date on which the incentive fee
was last assessed.

Fees in General
Typically we will directly invoice clients for our Management/Consultation fees in arrears or in advance
(as agreed with each client). At times, we may directly debit client fees from their custodial account(s),
if so desired by the client.

Fees and account minimums for all services are negotiable based upon certain criteria (i.e. anticipated
future earning capacity, anticipated future additional assets, dollar amount of assets to be managed,
related accounts, account composition, complexity of the account, etc.). Discounts, not generally
available to our advisory clients, may be offered to family members of our staff.

We may group certain related client accounts for the purposes of determining the account size and/or
annualized fee. Under no circumstances will we earn fees in excess of $500 more than six months in
advance of services rendered.

Clients with assets booked at certain custodians/broker-dealers may also pay a "Platform Access Fee"
or custody fee. Please refer to the fee disclosure documents provided by the relevant
custodian/broker-dealer for more specific information.

Account Termination
Clients will have a period of five (5) business days from the date of signing the agreement to
unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, the client may
terminate the agreement by providing us with a written notice generally ranging from 5 to 30 days,
depending on the terms of each advisory agreement, at our principal place of business. Upon
termination of any account you will incur a pro rata charge for services rendered prior to the
termination of the agreement, which means you will incur advisory fees only for the services rendered.
If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of
those fees.

Third-Party Manager Fees
Our fee is in addition to the fees charged by selected third party investment advisers for the portion of
the client's account under each adviser's direct management. Clients should refer to the selected
registered investment adviser's disclosure document (Part 2 of Form ADV or other disclosure
document in lieu of Part 2) for information regarding the advisory fees charged.

You may be required to sign an agreement directly with the recommended TPMM(s). You may
terminate your advisory relationship with the TPMM according to the terms of your agreement with the
TPMM. You should review each TPMM's brochure for specific information on how you may terminate
your advisory relationship with the TPMM and how you may receive a refund, if applicable. You should
contact the TPMM directly for questions regarding your advisory agreement with the TPMM.

Advisory Consulting Services
We may charge a fixed or variable fee for advisory consulting services. Fixed fees are negotiable and
typically range from $10,000 to $100,000 or more, depending on the scope and complexity of services
rendered. Our consulting fee is payable during or upon completion of the agreed upon consulting
services.

Depending on the arrangements made at the inception of the engagement we may also agree to
charge an hourly fee, which is typically $500 per hour, for advisory consulting and/or Family Office and
Wealth Planning Services. Our fee is payable upon completion of the agreed upon services. For
information on our brokerage practices, refer to the Brokerage Practices section of this brochure.

You may terminate the advisory consulting services agreement upon written notice to our firm. You will
incur a pro rata charge for services rendered prior to the termination of the agreement, which means
you will incur advisory fees only for the services rendered. If you have pre-paid advisory fees that we
have not yet earned, you will receive a prorated refund of those fees.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
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Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high net
worth individuals, corporations or other businesses not listed above, private investment companies and
funds, trusts, charitable organizations and other investment advisers.

In general, we require a minimum account size of $1,000,000 unless otherwise agreed on with Ekanta
to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
For example, we may waive the minimum if you appear to have significant potential for increasing your
assets under our management.

We charge a minimum fee in the amount of $10,000 unless otherwise agreed on with Ekanta to open
and maintain an advisory account. At our discretion we may waive the minimum fee.

We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.