Generouswealth LLC

Item 5: Fees and Compensation

A. Fee Schedule

     Portfolio Management Fees
             Total Assets Under
                                                    Annual Fees
             Management
             $0 – Any Amount                         Not To Exceed 2%

     The advisory fee is calculated using the value of the assets in the Account on the last
     business day of the prior billing period.

     These fees are generally negotiable and the final fee schedule will be memorialized in the
     client’s advisory agreement. Clients may terminate the agreement without penalty for a
     full refund of GW's fees within five business days of signing the Investment Advisory
     Contract. Thereafter, clients may terminate the Investment Advisory Contract
     immediately upon written notice.

     Financial Planning Fees
     Fixed Fees

     The negotiated fixed rate for creating client financial plans is between $500 and $15,000.

     Hourly Fees

     The negotiated hourly fee for these services is between $250 and $500.

     Portal Only Subscription Fee (No Financial Plan)

     GW will provide clients to have access to RightCapital, a personal financial information
     and wealth management software. The fee will range from $250 a year or $25 a month.

     Clients may terminate the agreement without penalty, for full refund of GW’s fees,
     within five business days of signing the Financial Planning Agreement. Thereafter,
     clients may terminate the Financial Planning Agreement generally upon written notice.

B. Payment of Fees

     Payment of 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     Asset-based portfolio management fees are withdrawn directly from the client's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 Financial Planning Fees

     All Financial Planning and Portal Only Clients will have access to RightCapital and will
     pay fees by ACH or credit card. Fees are paid monthly or annually in advance.

     Fixed financial planning fees are paid 100% in advance, but never more than twelve
     months in advance.

     Hourly financial planning fees are paid 100% in advance, but never more than six
     months in advance.

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 GW. Please see Item 12 of this brochure
     regarding broker-dealer/custodian.

D. Prepayment of Fees

     GW collects fees in advance. Refunds for fees paid in advance but not yet earned will be
     refunded on a prorated basis and returned within fourteen days to the 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.)

     Fixed fees that are collected in advance will be refunded based on the prorated amount
     of work completed at the point of termination.

     For hourly fees that are collected in advance, the fee refunded will be the balance of the
     fees collected in advance minus the hourly rate times the number of hours of work that
     has been completed up to and including the day of termination.

E. Outside Compensation For the Sale of Securities to Clients

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

Item 7: Types of Clients
     GW generally provides advisory services to the following types of clients:

     ❖      Individuals

     ❖      High-Net-Worth Individuals

     There is no account minimum for any of GW’s services.