Equity Wealth Partners 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 one more
written agreements with the Advisor.
A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are paid monthly in advance pursuant to the terms of the wealth management agreement.
Wealth management fees are charged at the beginning of each month of service based on the market value of assets
under management at the end of the prior month.

EWP charges asset-based fees for wealth management services. Such fees may be structured as a flat percentage
rate applied to total assets under management, as a tiered schedule in which different rates apply to different asset
levels, or as a combination thereof, depending on the services provided, the Client's relationship with the Advisor,
etc. The specific fee arrangement applicable to each Client is set forth in the Client's individual wealth management
agreement.

Wealth management fees generally range from 0.35% to 1.50% annually, depending on the fee structure applicable
to the Client's agreement, the complexity of services, and the aggregate assets under management with the Advisor.
Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $60,000 in assets under
management, there is a minimum annual fee of $480 per household, subject to the Advisor's discretion. The wealth
management fee in the first month of service is prorated from the inception date of the account(s) to the end of the
first month. The Advisor may retain certain Clients on legacy fee schedules that predate the current standard
arrangement. Such schedules are disclosed in the applicable Client agreement.

All securities held in accounts managed by EWP will be independently valued by the Custodian. The Advisor's fee is
exclusive of, and in addition to, any applicable securities transaction fees, custody fees, and other related costs and
expenses described in Item 5.C below. The Advisor shall not receive any portion of those commissions, fees, or
costs.

Financial Planning Services
EWP typically offers financial planning services as part of its overall wealth management services and fees. EWP
may also offer standalone financial planning services on an hourly basis or an annual fixed fee engagement.
Hourly fees are billed in arrears at a rate to be determined by the complexity of the plan and the team members
involved, and some of which may be billed in advance at the Advisor’s discretion. Annual fixed fees range from $500
to $12,000 per year and are billed in advance at a frequency determined at the Advisor’s discretion. Fees may be
negotiable based on the nature and complexity of the services to be provided and the overall relationship with the
Advisor. An estimate of total hours and/or overall costs will be provided to the Client prior to engaging for these
services.

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 month. The amount due is calculated by
applying the monthly rate (annual rate divided by 12) to the total assets under management with EWP at the
end of the prior month. 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 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 EWP 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.

                                              Equity Wealth Partners, LLC
                                      4700 S Cedar Crest Ct, Independence, MO 64055
                                         Phone: (816) 373-1068 | (816) 373-5859
                                                https://www.equitywp.com/

Financial Planning Services
For standalone financial planning services, hourly fees may be invoiced up to fifty percent (50%) of the expected total
fee upon execution of the financial planning agreement. The balance shall be invoiced upon completion of the agreed
upon deliverable[s]. Annual fixed fees are invoiced semi-annually.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than EWP, 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 EWP are separate and distinct from these custody and execution
fees.

In addition, all fees paid to EWP for investment advisory services are separate and distinct from the expenses charged
by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s
prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund
expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee.
A Client may be able to invest in these products directly, without the services of EWP, but would not receive the
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Item 7 – Types of Clients

EWP offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses.
The amount of each type of Client is available on EWP’s Form ADV Part 1A. These amounts may change over time
and are updated at least annually by the Advisor. For Clients with less than $60,000 in assets under management,
there is a minimum fee of $480 per household subject to the Advisor’s Discretion.