Foguth Wealth Management LLC

Item 5: Fees and Compensation

Please note, unless a Client has received the firm’s Disclosure Brochure at the time of signing the investment
advisory agreement, the investment advisory agreement may be terminated by the Client within five (5) business
days of signing the contract without incurring any advisory fees. How we are paid depends on the type of
advisory service we are performing. Please review the fee and compensation information below.
Investment Management Services (FWM Manages)
Annual fees for our portfolio management services are negotiable based on the size and complexity of the
account. Our standard investment management fee (“advisory fee”) is generally based on the amount of assets
under our management and varies between 50 and 200 basis points (.50%-2.00%), depending on the composition
of your portfolio and the types of services you select and based on the average daily balance of the market value
of the assets under our management throughout the quarter.
The annual fees are negotiable, fully earned and paid in advance on a monthly basis. No increase in the annual
fee shall be effective without agreement from the Client by signing a new agreement or amendment to their
current advisory agreement. Our billing invoice will indicate the total account value used to calculate the advisory
fee.
Advisory fees are directly debited from Client accounts. Pro-rated adjustments will not be made for either new
investments in or withdrawals from the account during a monthly billing period. No fee refunds will be made if
assets are withdrawn or if the account is terminated prior to month-end.

Beginning November 1, 2024, Adviser will begin billing fees monthly, in advance, rather than quarterly in advance.
Adviser will notify clients prior to switching from quarterly in advance to monthly in advance and the change will
be effective thirty (30) days after notice is given. Pro-rated adjustments will not be made for either new investments
in or withdrawals from the account during a monthly billing period. No fee refunds will be made if assets are
withdrawn or if the account is terminated prior to month-end. Clients who have previously executed an investment
advisory agreement, prior to November 1, 2024 will have their final quarterly billing deducted in October for the
final quarter of fiscal year 2023. January 1, 2024 will begin their monthly billing schedule.

When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside
Manager’s fee, and FWM’s advisory fee, and will remit FWM’s fee to FWM. Please note, the above fee schedule
does not include the Outside Manager’s fee. No increase in the annual fee shall be effective without agreement from
the Client by signing a new agreement or amendment to their current advisory agreement.
Financial Planning services are included in the Assets Under Management fee.
Qualified Plan Consulting Services
The annual fee for Qualified Plan Consulting Services will not exceed 1.50% of assets. Fees will be paid
quarterly in advance. Fees will be deducted from another account managed by FWM. For termination after five
(5) days, client will be entitled to a pro-rata refund based on advice already rendered. Client shall be given prior
notice of any increase in fees, and consent to an increase in fees will be assumed unless notified by the client in
writing. This does not include fees to other parties, such as RecordKeepers, Custodians, or Third-Party
Administrators.

Direct Billing to Client’s Custodian

Generally, you will authorize us (and/or TAMP) under the Investment Advisory Agreement to directly deduct
fees from your accounts held at the custodian. Your custodian’s periodic statements will show each fee deduction
from your account. You may withdraw this authorization for direct billing of these fees at any time by notifying
us or your custodian in writing.

Account Additions or Withdrawals

You may make additions to and withdrawals from your account at any time. Additions may be in cash or
securities provided that we reserve the right to liquidate any transferred securities or decline to accept particular
securities into your account. You may withdraw account assets on notice to us, subject to the usual and
customary settlement procedures. However, we generally design our portfolios as long-term investments.
Consequently, the withdrawal of assets may impair the achievement of your investment objectives. We may
consult with you about the options and implications of transferring securities. You should understand that when
transferred securities are liquidated, they may be subject to transaction fees, short-term redemption fees, fees
assessed at the mutual fund level, and/ or tax ramification.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which
may be incurred by the Client. Clients may incur certain charges imposed by custodians, brokers, and other third
parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer, and
electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual fund and
exchange-traded funds also charge internal management fees, which are disclosed in a fund's prospectus. Such
charges, fees, and commissions are exclusive of and in addition to our fee, and we shall not receive any portion of
these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for Client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).

Item 7: Types of Clients

We provide financial planning and portfolio management services to individuals, high net-worth individuals,
corporations, or other businesses.
We do not have a minimum account size requirement, however some model portfolios and third-party managers
carry minimum capital allocations.