Ever Green Wealth Management 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: For Clients engaged for comprehensive wealth management services, the Client will be
charged a single combined fee for investment management and financial planning services based on the market value of
assets under management. These fees are negotiable based on the type of services provided, the total amount of assets
under management and other factors unique to the client. In some situations, we will waive or discount the fee. This is
typically done for smaller accounts and/or long-standing clients that have experienced financial difficulty.

Wealth management fees are paid quarterly in advance based on the amount of assets managed as of the close of
business on or about the last business day of each quarter. Quarterly advisory fees deducted from the clients' account by
the custodian will be reflected in a provided statement as fees are withdrawn. Clients may terminate their account within
five (5) days of signing the Investment Advisory Agreement for a full refund.

                        Assets Under Management ($)                          Annual Rate (%)
                        $0 to $500,000                                           1.25%
                        $500,001 to $1,000,000                                   1.15%
                        $1,000,001 to $2,500,000                                  1.0%
                        $2,500,001 to $5,000,000                                  0.8%
                        Over $5,000,000                                           0.5%

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 respective quarter end date. The amount due is calculated by
applying the monthly rate (annual rate divided by 12) to the total assets under management with Ever Green at the end
of each quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of
the wealth management fee. In addition, the Advisor will provide the Client a report itemizing the fee, including the
calculation period covered by the fee, the account value and the methodology used to calculate the fee. It is the
responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage statement as the
Custodian does not assume this responsibility. Clients provide written authorization permitting Ever Green 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.

                                             Ever Green Wealth Management, LLC
                                                  6535 Anthony Drive, Suite A
                                                        Victor, NY 14564
                                           Phone: (585) 742-0271 Fax: (585) 270-3768

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Ever Green , in connection with
investments made on behalf of the Client’s account[s]. The Client is responsible for all custodial and securities execution
fees charged by the custodian and executing broker-dealer. The wealth management fee charged by Ever Green is
separate and distinct from these custodian and execution fees.

In addition, all fees paid to Ever Green for wealth management services are separate and distinct from the expenses
charged by mutual funds and exchange-traded funds 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 possible
distribution fee. A Client could invest in these products directly, without the services of Ever Green, but would not receive
the services provided by Ever Green which are designed, among other things, to assist the Client in determining which
products or services are most appropriate for each Client’s financial situation and objectives. Accordingly, the Client
should review both the fees charged by the fund[s] and the fees charged by Ever Green to fully understand the total fees
to be paid. Please refer to Item 12 – Brokerage Practices for additional information.

D. Advance Payment of Fees and Termination
Wealth Management Services Ever Green is compensated for its services in advance of the quarter in which wealth
management services are rendered. Either party may terminate the wealth management agreement by providing
advance written notice to the other party. The Client may terminate the wealth management agreement within five (5)
business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur
charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the
Client. Upon termination, the Advisor will refund any unearned, prepaid wealth management fees from the effective date
of termination to the end of the quarter. The Client’s wealth management agreement with the Advisor is nontransferable
without the Client’s prior approval.

E. Compensation for Sales of Securities
Advisory Persons of our firm are not affiliated with or registered with a broker/dealer nor are they licensed insurance
...

Item 7 – Types of Clients
Ever Green offers wealth management services to individuals, high net worth individuals, trusts, estates and retirement
plans in State of New York and other states. The percentage of each type of Client is available on Ever Green’s Form ADV
Part 1A. These percentages may change over time and are updated at least annually by the Advisor. Ever Green generally
does not impose a minimum account size for establishing a relationship.

                                              Ever Green Wealth Management, LLC
                                                   6535 Anthony Drive, Suite A
                                                         Victor, NY 14564
                                            Phone: (585) 742-0271 Fax: (585) 270-3768