IAMS Wealth Management LLC

Fees and Compensation - Item 5
                                         1B

 Portfolio Management Services Fees
 IAMS Wealth’s portfolio management fees are payable monthly in arrears and are based on an average daily
 balance of assets throughout the previous month. Fees will be assessed pro rata in the event the Asset
 Management Agreement is executed at any time other than the first day of a calendar month.

 The fee is deducted from the client's account held at the custodian, provided the following requirements are met:
         We have authorization from you, in writing, permitting the fees to be paid directly from your account
          held by the qualified custodian.
         We disclose to you that it is your responsibility to verify the accuracy of the fee calculation and that the
          custodian will not determine whether the fee is accurately calculated.
         The qualified custodian agrees to send you a statement, at least quarterly, showing all funds that came
          out of your account, including the amount of the advisory fee paid directly to our firm.

 We may deduct the fee from a designated account to facilitate billing. If insufficient cash is available to pay such
 fees, securities in an amount equal to the balance of unpaid fees will be liquidated to pay for the unpaid balance.
 Our negotiable fee for portfolio management services is set forth in the following tiered fee schedule:

                                        Portfolio Size            Annualized Fee
                                  First $500,000                      1.85%
                                  Next $500,000                       1.70%
                                  Next $1,000,000                     1.55%
                                  Over $2,000,000                   Negotiable

 For example, a portfolio valued at $600,000 would be calculated as follows: The first $500,000 x 1.85% plus
 $100,000 x 1.70% divided by the number of days in the year, multiplied by the number of days in the month.

 Alternatively, your IAR may negotiate a percentage rate below our breakpoints for any portfolio size not to exceed
 1.85%. For example, a portfolio valued at $600,000 would be calculated as follows: $600,000 x the negotiated flat
 percentage rate divided by the number of days in the year, multiplied by the number of days in the month.

 IAMS Wealth may modify the fee at any time upon 30 days’ written notice, subject to the client’s consent.

 A percentage of IAMS Wealth’s fee is paid to third-party model providers for their services. On an annual basis,
 this fee ranges from 0.00% to 0.35% of total client assets under management. IAMS Wealth also charges an
 administrative and technology fee of $100 per account, per year, at a prorated rate of $8.33 a month. A portion
 of this fee is paid to our software provider(s). This flat fee is in addition to our advisory fees and will be charged
 regardless of the value of each account.

 IAMS Wealth allows related accounts to be combined for fee-paying purposes. We combine the account
 valuations to assist you in meeting fee breakpoints and, therefore, lowering the overall fee level. IAMS Wealth
 extends this option to all accounts residing in the same household and certain members of the same family.
 However, any account that is not being charged a fee is excluded from the breakpoint aggregate calculation.

 Negotiability of Fees: We allow Associated Persons servicing the account to negotiate the exact investment
 management fees within the range disclosed in our Form ADV Part 2A Brochure. As a result, the Associated Person
 servicing your account may charge more or less for the same service as another Associated Person of our firm.
 Further, our annual investment management fee may be higher than that charged by other investment advisers
 offering similar services/programs.

IAMS Wealth Management, LLC
Form ADV Part 2A Brochure

 Billing on Cash Positions: The firm treats cash and cash equivalents as an asset class. Accordingly, unless otherwise
 agreed in writing, all cash and cash equivalent positions (e.g., money market funds, etc.) are included as part of
 assets under management for purposes of calculating the firm’s advisory fee. At any specific point in time,
 depending upon perceived or anticipated market conditions/events (there is no guarantee that such anticipated
 market conditions/events will occur), the firm may maintain cash and/or cash equivalent positions for defensive,
 liquidity, or other purposes. While assets are maintained in cash or cash equivalents, such amounts could miss
 market advances and, depending upon current yields, at any point in time, the firm’s advisory fee could exceed
 the interest paid by the client’s cash or cash equivalent positions.

 Periods of Portfolio Inactivity: The firm has a fiduciary duty to provide services consistent with the client’s best
 interest. As part of its investment advisory services, the firm will review client portfolios on an ongoing basis to
 determine if any changes are necessary, based upon various factors, including but not limited to investment
 performance, fund manager tenure, style drift, account additions & withdrawals, the client’s financial
 circumstances, and changes in the client’s investment objectives. Based upon these and other factors, there may
 be extended periods of time when the firm determines that changes to a client’s portfolio are neither necessary
 nor prudent. Notwithstanding, unless otherwise agreed in writing, the firm’s annual investment advisory fee will
 continue to apply during these periods, and there can be no assurance that investment decisions made by the
 firm will be profitable or equal any specific performance level(s).

 IAMS Investment Adviser Representatives (“IARs”) are compensated based on the total fees charged by IAMS.
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Types of Clients - Item 7
                                             3B

 We generally offer investment advisory services to individuals, pension and profit sharing plans and participants,
 trusts, estates, charitable organizations, corporations, and other business entities.

 IAMS Wealth requires a minimum of $25,000 to open and maintain an advisory account. At our sole discretion,
 we may waive this requirement. This requirement can be met by combining two or more accounts owned by you
 or related family members.

                   Methods of Analysis, Investment Strategies and Risk of Loss - Item 8
                   4B

 We may use one or more of the following methods of analysis or investment strategies when providing
 investment advice to you:

         Charting Analysis – the gathering and processing of price and volume information for a particular
          security. This price and volume information is analyzed using mathematical equations. The resulting data
          is then applied to graphing charts, which are used to evaluate future price movements based on price
          patterns and trends.
         Fundamental Analysis – the analysis of individual companies and their industry groups, such as a
          company's financial statements, details regarding the company's product line, the experience and
          expertise of the company's management, and the outlook for the company's industry. The resulting data
          is used to measure the true value of the company's stock compared to the current market value.
          Technical Analysis – the study of past price patterns and trends in the financial markets to evaluate the
          direction of both the overall market and specific stocks.
         Cyclical Analysis – a type of technical analysis that involves evaluating recurring price patterns and trends.
         Long-Term Purchases – securities purchased with the expectation that the value of those securities will
          grow over a relatively long period of time, generally greater than one year.

IAMS Wealth Management, LLC
Form ADV Part 2A Brochure

         Short-Term Purchases – securities purchased with the expectation that they will be sold within a
          relatively short period of time, generally less than one year, to take advantage of the securities' short-
          term price fluctuations.
         Value Investing – A strategy focused on identifying undervalued stocks by analyzing financial metrics
          such as price-to-earnings ratios, book values, and cash flows. Investments are made with the belief that
          the market will eventually recognize the true value of these stocks.
         Growth Investing – The strategy of investing in companies with above-average earnings growth potential,
          even if their stock prices appear high based on traditional valuation metrics. This approach assumes
          continued expansion and market dominance.
         Momentum Investing – A strategy that involves buying securities that have shown upward price trends
          and selling those that have been declining. This approach is based on the premise that securities that
          have performed well in the past will continue to do so.
         Income Investing – A strategy that focuses on generating a steady stream of income from investments,
          primarily through dividend-paying stocks, bonds, and other interest-bearing securities.
         Sector Rotation – An investment strategy that shifts asset allocations among different industry sectors
          based on macroeconomic trends, business cycles, and anticipated market conditions.
         Tactical Asset Allocation – A dynamic investment strategy that actively adjusts portfolio allocations based
          on market conditions, aiming to capitalize on short-term opportunities while maintaining a long-term
          investment perspective.

 We primarily give investment advice that is related to long-term holdings. However, our investment strategies,
 models, and manager selection, and advice may vary depending upon each client's specific financial situation. As
 such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time
 horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Your
 restrictions and guidelines may affect the composition of your portfolio. Third-party models are developed by
 other advisers in accordance with investment programs developed by the other advisers.

 Investing in securities involves the risk of loss that clients should be prepared to bear. Clients should fully
 understand the nature of the contractual relationship(s) into which they are entering and the extent of their risk
 exposure. Certain investment strategies may not be suitable for many members of the public. You should carefully
 consider whether the strategies employed would be appropriate for you in light of your experience, objectives,
 financial resources, and other relevant circumstances.

 General Investment Risk: All investments come with the risk of loss. Investing may involve substantial risks,
 including the complete possible loss of principal plus other losses, and may not be suitable for many members of
 the public. Investments, unlike savings and checking accounts at a bank, are not insured by the government to
 protect against market losses. Different market instruments carry different types and degrees of risk, and you
 should familiarize yourself with the risks involved in the particular market instruments in which you intend to
 invest.

 Loss of Value: There can be no assurance that a specific investment will achieve its investment objectives, and
 past performance should not be seen as a guide to future returns. The value of investments and the income
 derived may fall as well as rise, and investors may not recoup the original amount invested. Investments may also
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