Georgia 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 or more written agreements with the Advisor.

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid quarterly, in arrears, pursuant to the terms of the investment advisory
agreement. Investment advisory fees are based on the market value of assets under management.
Investment advisory fees are based on the following schedule:

                  Assets Under Management ($)         Annual Rate (%)
                  Up to $500,000                              1.25%
                  $500,001 to $1,000,000                      1.00%
                  $1,000,001 to $2,000,000                    0.90%
                  $2,000,001 to $5,000,000                    0.80%
                  Over $5,000,000                             0.65%

GWP uses an average of the daily balance in the client’s account throughout the billing period, after
considering deposits and withdrawals, to determine the market value of the assets upon which the
advisory fee is based. 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 GWP’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.

Third-Party Money Manager Fees
Third-Party Money Manager fees are separate from the fees paid by clients to GWP. Fees will be clearly
defined in the contract that the clients sign with the third-party money manager and their ADV Part 2A
Brochure. The fees will not exceed any limit imposed by any regulatory agency. Specifically, GWP may

direct clients to SEI Private Trust Company. The total client fees for accounts managed by GWP and SEI
will not exceed 2.50% of the AUM.

The Advisor’s fee is exclusive of, and in addition to, any applicable securities transactions 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.

Financial Planning Services
GWP offers financial planning services on flat fee basis. Our financial fee ranges between $1,500 and
$10,000.

Fees may be negotiated based on the nature and complexity of the services to be provided, and the overall
relationship with the Advisor. An estimate for the total costs will be provided to the Client prior to
engaging for these services.

Fee Billing
Payment of Portfolio Management Fees
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s
account(s) at the Custodian or may be invoiced and billed directly to the client on a quarterly basis. At
account opening, the Advisor shall send documentation to the Custodian indicating the amount of the fees
to be deducted from the Client’s account(s) quarterly. The amount due is calculated by applying the
quarterly rate (annual rate divided by 4) to the total assets under management with GWP. Clients will be
provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment
advisory fee. Clients are urged to also review 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 GWP to be paid directly from their account(s) held by the Custodian as
part of the investment advisory agreement and separate account forms provided by the Custodian.

Payment of Third-Party Money Manager Fees
The timing, frequency and method of paying fees for selection of third-party managers will depend on the
specific third-party Advisor selected. Fees for selection of SEI Private Trust Company as a third-party
Advisor are withdrawn directly from the client’s accounts with client’s written authorization. Fees are
paid quarterly in arrears.

Payment of Financial planning Fees
Planning fees are paid via check, bank authorization online or credit card payment online and are due
upon the delivery of the plan.

B.   Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than GWP in connection with
investments made on behalf of the Client’s account(s). The Client is responsible for all custody and
securities execution fees charged by the Custodian, as applicable. The Advisor’s recommended Custodian
does not charge securities transactions fees for ETF and equity trades in a client’s account, provided that
the account meets the terms and conditions of the Custodian’s brokerage requirements. However, the

Custodian typically charges for mutual funds and other types of investments. The fees charged by GWP
are separate and distinct from these custody and execution fees.

In addition, all fees paid to GWP for investment advisory services are separate and distinct from the
expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses
are described in each fund’s prospectus. These fees and expenses will generally be used to pay
management fees for the funds, other fund expense, account administration (e.g., custody, brokerage and
account reporting), and a possible distribution fee. A Client may be able to invest in these products
directly, with the services of GWP, but would not receive the services provided by GWP which are
designed, among other things, to assist the Client in determining which products or services are most
appropriate for each Client’s financial situation and objectives. Accordingly, the Client should review
...

Item 7: Types of Clients
GWP offers investment advisory services to individuals, high net worth individuals, charitable
organizations and state or municipal government entities. The amount of each type of Client is available
on GWP’s Form ADV Part 1A. These amounts may change over time and are updated at least annually
by the Advisor. GWP generally does not impose a minimum relationship size.