Evergreen 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 a written
agreement with the Advisor.

A. Fees for Advisory Services
Wealth Management Services
Wealth management fees range up to 1.50% annually based on several factors including: the scope and complexity of
services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Fees are paid
quarterly in advance pursuant to the terms of the wealth management agreement. Wealth management fees are based
on the market value of assets under management at the end of the prior quarter.

The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by
Evergreen Wealth Partners LLC

Evergreen Wealth will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
Custodian’s valuation to ensure accurate billing.

The Advisor’s fee includes securities transaction costs, custody fees, and other related costs and expenses described
in Item 5.C below. However, the Advisor shall not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Evergreen Wealth offers financial planning services as part of its wealth management fees. Evergreen Wealth also
offers standalone financial planning services for an hourly fee of $350. 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 for total costs
will be provided to the Client prior to engaging for these services.

Use of Independent Managers
As noted in Item 4, the Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or more
Independent Managers. To eliminate any conflict of interest, the Advisor does not earn any compensation from an
Independent Manager. The Advisor will only earn its wealth management fee as described above. The terms of
Independent Manager’s investment advisory fees are pursuant to the terms of the executed agreement between the
Advisor and the Independent Manager. The total blended fee, including the Advisor’s fee and the Independent
Manager’s fee, will not exceed 2.50% annually.

Retirement Plan Advisory Services
Retirement plan advisory fees are charged an annual asset-based fee of up to 1.00%. Fees may be billed monthly or
quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement.
Retirement plan fees are based on the market value of assets under management at the end of the Billing Period. Fees
may be negotiable depending on the size and complexity of the Plan but shall not exceed the fee range stated above.

B. Fee Billing
Wealth Management Services
Wealth management fees are calculated by the Custodian and deducted from the Client’s account[s]. The Client shall
instruct the Custodian to automatically calculate and deduct the wealth management fees from the Client’s account[s]
and remit the applicable fees to the Advisor. Fees are calculated based on the following formula: [Quarter end value x
Annual Rate] / 360 x 90 Days. The quarter end value is based on the total assets under management with the Advisor
at the end of the prior quarter. Quarterly billing adjustments will be calculated to adjust for any deposits or withdrawals
within a Client account[s] during the quarter. The billing adjustment will be calculated based on the number of days each
deposit and withdrawal were within the account[s]. 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 and compare the
statement provided by the Advisor to 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 Evergreen Wealth
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.

Financial Planning Services
Financial planning fees for standalone services 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]. Standalone financial planning fees are paid via check.

Use of Independent Managers
For Client accounts implemented through an Independent Manager, the Client’s overall fees will include Evergreen
Wealth’s wealth management fee (as noted above) plus investment management fees and/or platform fees charged
by the Independent Manager. The Independent Manager will assume the responsibility for calculating the Client’s
fees and deducting all fees from the Client’s account[s].

Retirement Plan Advisory Services
Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan,
depending on the terms of the retirement plan advisory agreement.

Evergreen Wealth Partners LLC

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties in connection with investments made on behalf of
the Client’s account[s]. Evergreen Wealth includes Covered Costs as part of its overall wealth management fee
through the Evergreen Wealth Wrap Fee Program. Securities transaction fees for Client-directed trades may be
charged back to the Client. The Client will be responsible for certain costs through the custodian including
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Item 7 – Types of Clients

Evergreen Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and
businesses. Evergreen Wealth generally does not impose a minimum relationship size.