Genesis Wealth Advisors LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client shall sign one or more agreements that detail the responsibilities of Genesis and the Client.
                                             Genesis Wealth Advisors, LLC
                                             400 Washington Street, Suite 308
                                                    Braintree, MA 02072
                                         Phone: 781-344-1023 * Fax: (781) 344-1179
                                             http://www.genesisadvisors.com

A. Fees for Advisory Services
Fundamental Wealth Management Services (“FWMS”)
Investment advisory fees for Fundamental Wealth Management Services (“FWMS”) are paid quarterly, in
advance of each calendar quarter, pursuant to the terms of the investment advisory agreement. Investment
advisory fees are based on the market value of assets under management at the end of the prior quarter. Fees are
based on the following fee schedule:

                     Assets Under Management                    Annual Rate
                     Up to $1,000,000                             1.00%
                     $1,000,001 to $4,000,000                     0.90%
                     $4,000,001 to $7,000,000                     0.80%
                     $7,000,001 to $10,000,000                    0.70%
                     Over $10,000,000                             0.50%
A minimum of $250,000 of assets under management is required for the FWMS service, which may be
negotiable under certain circumstances. Genesis may group certain related Client accounts for the purposes of
achieving the minimum account size and determining the annualized fee.
Institutional Wealth Management Services (“IWMS”)
Investment advisory fees for Institutional Wealth Management Services (“IWMS”) are paid quarterly, in advance of
each calendar quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are
based on the market value of assets under management at the end of the prior quarter.
Fees are based on the following fee schedule:

                     Assets Under Management                    Annual Rate
                     Up to $1,000,000                             0.75%
                     $1,000,001 to $4,000,000                     0.65%
                     $4,000,001 to $7,000,000                     0.55%
                     $7,000,001 to $10,000,000                    0.45%
                     Over $10,000,000                             0.35%

A minimum of $1,000,000 of assets under management is required for the IWMS service, which may be
negotiable under certain circumstances. Genesis may group certain related Client accounts for the purposes of
achieving the minimum account size and determining the annualized fee.

Additional Services
Fees for additional services are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
agreement for additional services. Fees are based on the market value of portfolio assets at the end of the prior
quarter. Fees for additional services range from 0.10% to 0.50%, in addition to the fee schedule above,
depending on the nature and scope of the services to be provided.

The investment advisory 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 Genesis 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 is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the
Advisor shall not receive any portion of these commissions, fees, and costs.

                                             Genesis Wealth Advisors, LLC
                                             400 Washington Street, Suite 308
                                                    Braintree, MA 02072
                                         Phone: 781-344-1023 * Fax: (781) 344-1179
                                             http://www.genesisadvisors.com

Financial Planning Services
Clients that have not engaged Genesis for its wealth management services are offered financial planning services
on an hourly basis ranging from $200 to $400 per hour, which may be negotiable depending on the nature and
complexity of each Client’s circumstances. An estimate for total hours will be determined prior to engaging for these
services.

Genesis also offers financial planning services on a fixed fee basis ranging from $500 to $5,000, which may be
negotiable depending on the nature and complexity of each Client’s circumstances. An estimate for total hours
and/or total costs will be determined prior to engaging for these services. Genesis generally requires an initial
payment of up to 50% of the expected cost of the planning engagement in advance and the balance upon
completion of the engagement deliverable[s]. Please note that advance payment will never exceed $1,200 for work
that will not be completed within six months.

Retirement Plan Advisory Services
Retirement plan advisory fees are paid quarterly, in advance or at the end of each calendar quarter, pursuant to the
terms of the retirement plan advisory agreement. Retirement plan advisory fees are charged either as a percentage
of assets in the Plan, a fixed fee or the average daily balance at the end of the quarter, based on the scope of the
services to be rendered, pursuant to a retirement plan advisory agreement. Fees may range up to 0.75% of assets
...

Item 7 – Types of Clients
Genesis provides investment advisory services to individuals, high net worth individuals, charitable organizations,
and retirement plans. The amount of each type of Client is available on the Advisor's Form ADV Part 1A. These
amounts may change over time and are updated at least annually by the Advisor. Clients who engage Genesis
for FWMS generally require a minimum relationship size of $250,000. Clients that engage the Advisor for IWMS

                                             Genesis Wealth Advisors, LLC
                                             400 Washington Street, Suite 308
                                                    Braintree, MA 02072
                                         Phone: 781-344-1023 * Fax: (781) 344-1179
                                             http://www.genesisadvisors.com

generally require a minimum relationship size of $1,000,000.