Evergreen Wealth Management LLC

Item 5: Fees and Compensation

A. Fee Schedule

Asset-Based Fees for Portfolio Management

The fee charged by EWM may not exceed 2.00%. These fees are generally negotiable, and
the final fee schedule is attached as Exhibit III of the Investment Advisory Contract.
Clients may terminate the agreement without penalty for a full refund of EWM's fees
within five business days of signing the Investment Advisory Contract. Thereafter, clients
may terminate the Investment Advisory Contract generally with 30 days' written notice.

EWM bills based on the account value shown on the custodial statement at the end of the
previous quarter. Fees are paid in advance at the beginning of every quarter.

Third Party Adviser

EWM will retain 1/3 of the of the management fee charged by the unaffiliated adviser.
The fee charged by the unaffiliated adviser may vary but will not exceed 2.00%. Fees are
paid in advance at the beginning of every quarter.

Pension Consulting Services Fees

The rate for pension consulting services may vary based on plan structure and services
executed to each specific plan. The percentage fee’s are negotiable, but may not exceed
1.00% of the plan assets for which EWM is providing such consulting services. Fees can
be paid in advance or in arrears dependent on custodian chosen by the plan documents
and/or the Third Party Administrator (TPA).

B. Payment of Fees

Payment of Asset-Based Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis. Fees are paid in advance.

       Payment of Third-Party Adviser Fees

       Portfolio management fees are withdrawn directly from the client's accounts with client's
       written authorization on a quarterly basis. Fees are paid in advance. EWM will then pay
       the third-party adviser their share.

       Payment of Pension Consulting Services Fees

       Pension consulting fees are withdrawn directly from the client’s accounts in accordance
       with Administrator and/or Record-keeper agreed upon structure.

       C. Client Responsibility For Third Party Fees

       Clients are responsible for the payment of all third party fees (i.e. custodian fees,
       brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
       distinct from the fees and expenses charged by EWM. Please see Item 12 of this brochure
       regarding broker-dealer/custodian.

       D. Prepayment of Fees

       EWM collects fees in advance. Refunds for fee payments will be returned during our
       manual billing adjustments, which occur within 30 days after the end of the quarter.
       Unless client request fee reimbursement in writing, in which case refund will occur within
       fourteen days to client via check or return deposit back into the client’s account.

       For all asset-based fees paid in advance, the fee refunded will be equal to the balance of
       the fees collected in advance minus the daily rate* times the number of days elapsed in
       the billing period up to and including the day of termination. (*The daily rate is calculated
       by dividing the annual asset-based fee rate by 365.)

       E. Outside Compensation For the Sale of Securities to Clients

       Neither EWM nor its supervised persons accept any compensation for the sale of
       securities or other investment products, including asset-based sales charges or service fees
       from the sale of mutual funds.

Item 7: Types of Clients

EWM generally provides advisory services to the following types of clients:

           ❖   Individuals
           ❖   High-Net-Worth Individuals
           ❖   Charitable Organizations
           ❖   Corporations or Business Entities
           ❖   Pension and Profit Sharing Plans

Minimum Account Size

There is not an account minimum.