Hartmann Taylor Wealth Management LLC

ITEM 5   Fees and Compensation
         ANNUAL FEES FOR ADVISORY SERVICES
         HTWM is compensated for providing asset management services by charging a negotiable fee based on
         the total assets under management. The fees and billing will be pre-determined in writing in the
         Investment Advisory Agreement executed by you and HTWM.
         The fees charged for financial planning and Family services are negotiable and vary depending on the
         complexity of the process undertaken, the types of issues addressed, the scope of services provided, and
         the frequency with which the services are rendered. All fees are agreed upon before entering into the
         Financial Planning and Consulting Agreement you sign.
         The below ranges are the standard fee ranges that are typically charged. We may waive the agreed-upon
         financial planning fees if you engage our asset management services.

                             Asset Management Fee Schedule
                                    First $1,000,000                          0.90%
                                    Next $1,000,000                           0.80%

                           Next $3,000,000                           0.70%
                           Next $5,000,000                           0.60%
                           Over $10,000,000                          0.50%

                    Financial Planning and Consulting Fee Schedule
                                 Hourly                      $250 to $500 per hour
                                Fixed Fee                       $1,000 - $10,000

                    Family Office Services Schedule
                                Fixed Fee                          Negotiable

FEE BILLING & PAYMENT
Our asset management fees are annual fees and may be negotiable. Asset management fees are paid
quarterly in advance. Payments are due on the first day of the calendar quarter and are based on the
account’s asset value as of the last business day of the prior calendar quarter multiplied by the applicable
annual rate and divided by four (4). The fee for the subsequent quarter is billed and payable within ten
(10) days after the end of the prior quarter. We will deduct our asset management fee only when in receipt
of your written authorization by executing an investment advisory agreement permitting the fees to be
paid directly from your account. We will send a copy of your invoice to the custodian at the same time
that we send a copy to you. The qualified custodian will deliver an account statement to you at least
quarterly, which will show all disbursements from your account. We urge you to review all statements for
accuracy. Your account at the custodian may also be charged for certain additional assets managed for
you by us but not held by the custodian (i.e., variable annuities, mutual funds, 401(k)s).
Financial planning and consulting fees may be assessed on an hourly basis, as a one-time project fee,. An
estimate for total hours will be determined at the start of the relationship in order to determine whether
hourly planning or a project-based plan is in the Client’s best interest. Hourly fees will be invoiced upon
completion of the financial plan or the rendering of consulting services with a thirty (30) day written
notice. For one-time projects, the Client agrees to pay one-half of the total fee upon signing the Financial
Planning Agreement and the remaining fee upon delivery of the plan. We will not require a fee of $1200
or more to be paid six months or more in advance. Financial planning and consulting fees are paid via
check, direct invoicing via an electronic payment processor, or other mutually agreed upon payment
method.
Family office services fees are withdrawn directly from the client's accounts with the client's written
authorization on a quarterly basis or may be invoiced and billed directly to the client on a quarterly basis.
Clients may select the method in which they are billed. Fees are paid in advance.
You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.).
These fees are separate and distinct from the fees and expenses charged by HTWM.

         TERMINATION OF AGREEMENT
         Either party may terminate the agreement by providing 30-day advance written notice. Upon termination
         of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will
         be due and payable up to and including the effective date of termination.
         Notwithstanding the above, if we do not deliver the appropriate disclosure statement to you at least 48
         hours prior to you entering into any written or oral advisory contract with us, then you have the right to
         terminate the contract without penalty within five (5) business days after entering into the contract.

         OTHER EXPENSES AND FEES
         The fees discussed above include payment solely for the investment advisory services provided by us and
         are separate from certain fees or charges that are imposed by third parties in connection with investments
         made on your behalf for your account. Third-party fees may include markdowns, markups, brokerage
         commissions, other transaction costs, and/or custodial fees.
         All fees paid to us for asset management services are separate from the expenses charged by exchange-
         traded funds and mutual funds to their shareholders. These fees and expenses will be used to pay
         management fees for the funds, other fund expenses, account administration, and a possible distribution
         fee. Exchanged traded funds and mutual funds can be invested in directly by you without our services.
         However, you would not receive our services to assist you in determining which products or services are
...

ITEM 7   Types of Clients
         We provide our investment advisory services to:
         - Individuals
         - High Net Worth Individuals
         We do not have a minimum account size for our asset management services.