Eudaimonia Wealth LLC

Item 5: Fees and Compensation
Please note, unless a client has received our Firm Brochure at least 48 hours prior to signing an advisory agreement, the
agreement may be terminated by the client within five business days of signing without incurring any penalties or fees. After
this initial five-day period, either party will have the right to terminate an advisory agreement at any time upon 15 days prior
written notice by either party.
How we are paid depends on the type of advisory service we provide. Please review the fee and compensation information
below. Fees could be negotiable based on factors, such as the complexity of the client’s financial situation or total assets
under management. In addition, we reserve the right to offer fee waivers or discounts at our sole discretion. Therefore, some
clients could pay different fees than the fee schedule shown below. The client’s exact fee and other terms will be outlined in
the advisory agreement they sign.

Advisory Services Fees
Investment Management Services Fees
For Investment Management Services, our standard advisory fee is based on the market value of the client’s assets under
management. Fees are prorated and paid in arrears on a monthly basis based on the account value as of the last day of the
previous month. Fees are calculated according to the following schedule:

                                            Account Value            Annual Advisory Fee
                                           $0 – $1,000,000                   1.20%
                                      $1,000,001 – $2,000,000                0.95%
                                      $2,000,001 – $5,000,000                0.70%
                                     $5,000,001 – $10,000,000                0.30%
                                       $10,000,001 and above               Negotiable

This is a blended tier fee schedule, which means that different fees are applied to the different levels of assets under
management. For example, for $3,000,000 in assets under management, the first $1,00,000 would be charged 1.20%, the
next $1,000,000 would be charged 0.95%, and the next $1,000,000 would be charged 0.70%. Our minimum annual fee is
$10,000. No increase in the fee schedule shall be effective without agreement from the client by signing a new advisory
agreement or amendment to their current agreement.
Fees are calculated on the fair market value of the client’s investment portfolio as of the last day of the calendar month.
Investment portfolios will typically hold investment options that are regularly traded on an open exchange with an observable
market value, which is used to calculate the fee. The account custodian provides the valuation of these securities. In the rare
event a client’s portfolio includes a holding which does not have an observable market value, we will use accepted industry
methods for determining a fair market value for such holding. If a client disputes our fair market valuation analysis, they can
provide us with additional information to substantiate a different fair market value.
Because services are provided on a discretionary basis, the fee is calculated on all assets held in the client’s account, including
cash and cash equivalents. Additionally, we calculate period-end account values after all dividends settle in the account.
Therefore, the account value used to calculate advisory fees may differ from that of the custodial account statement. Our
billing invoice will indicate the total account value used to calculate the fee.

Fees are typically directly debited from client brokerage accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the
billing period. Since fees are paid in arrears, no refund will be needed upon the termination of the account.
Financial Planning Services Fees
Ongoing Financial Planning Services
The fee for Ongoing Financial Planning Services consists of an upfront charge, typically ranging from $500 to $5,000, and
an ongoing fee that is paid monthly in advance, typically at a rate of $150 to $500 per month. The upfront portion of the fee
is for client onboarding, data gathering, and setting the basis for the financial plan. This work will commence immediately
after the fee is paid and will be completed within the first 30 days of the date the fee is paid. Fees are negotiable and based
on the complexity of the client’s financial situation, which considers various factors, such as income, assets, liabilities, marital
and family status, employment status, and number of financial areas that need to be addressed. The client’s specific fee will
be discussed prior to engagement and will be set forth in the advisory agreement the client signs. Fees for this service may
be paid by electronic funds transfer or check.
In the event of termination of the advisory agreement, the client will be responsible for payment of our services provided
prior to termination. The final fee will be prorated based on the number of days services were provided during the monthly
billing period, up to and including the termination date. After deducting the final fee, the balance of any prepaid fees will be
refunded to the client promptly. We will provide the client with any completed deliverables. However, please note if the
agreement is terminated prior to completion, the scope and/or soundness of any analysis or other work product made prior
to completion could be limited, inaccurate, or incomplete due to early termination.
Project-Based Financial Planning Services
The fee for Project-Based Financial Planning Services is a fixed fee, typically ranging between $500 and $10,000, and will be
agreed upon before the start of any work. The fee is negotiable and is based on the complexity and needs of the client,
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Item 7: Types of Clients
We generally provide our Investment Management Services and Financial Planning Services to individuals (including high
net-worth individuals). We do not have a minimum account size requirement.