Impact Partnership Wealth LLC

Item 5 – Fees and Compensation

This section provides details regarding the fees and compensation we receive for our services. Lower fees for comparable
services may be available from other advisers. IPW allows your IAR to set fees within the range that we provide. As a
result, two IPW IARs may charge varying rates for similar services. The exact fees and other terms will be outlined in the
investment advisory services agreement between you and IPW.

Model Portfolio Solutions and Direct Asset Management Services Fees
Fees charged for Model Portfolio Solutions and our Direct Asset Management services are charged based on a percentage
of assets under management, billed in arrears (at the end of the billing period) on a monthly calendar basis and calculated
based on the average daily balance of the account(s) for the current billing period. Fees are prorated based on the number
of days service is provided during each billing period. If services are commenced in the middle of the billing period, then the
prorated fee for that billing period will be billed in arrears at the end of that billing period. Each IAR can set IPW’s annual
investment advisory fee up to a maximum of 2.00%. The fee charged to each client utilizing our model portfolio solutions
includes a portion attributable to IPW and sometimes a portion attributed to the manager of the selected model portfolio.

Although IPW has established a maximum annual fee, we retain the discretion to negotiate alternative fees on a client-by-
client basis. Client facts, circumstances, and needs are considered in determining the fee schedule. These factors include
the complexity of the client’s situation, assets to be placed under management, anticipated future additional assets, related
accounts, portfolio style, account composition, and reports, among others. The specific annual fee schedule is identified in
your investment advisory services agreement between you and IPW. Assets allocated to cash in a model will be included
in the billing; non-modelized cash will not be billed for investment advisory fees.

When your IAR manages their own model portfolios, a portion of your investment advisory fee is not allocated to a Strategist.
However, IPW does not require your IAR to lower your overall fee in such circumstances. As a result, your IAR is
incentivized to select model portfolios that he/she manages in lieu of model portfolios managed by Strategists or Third-Party
Managers. The rationale for not requiring your IAR to lower your fee is that your IAR may incur additional expenses related
to the management of these Advisor Managed Models.

IPW believes its annual fee is reasonable as it relates to services provided and the fees charged by other investment
advisers offering similar services/programs. However, our annual fee may be higher than that charged by other investment
advisers offering similar services/programs.

In most circumstances, investment advisory fees will be deducted from your account and paid directly to our firm by the
qualified custodian(s) of your account. You must authorize your custodian(s) to deduct these fees from your account and

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Impact Partnership Wealth, LLC
Form ADV 2A
Version 03/2026

remit them directly to IPW. If it is more convenient, you can instruct IPW to have your IAR’s investment advisory fees
charged to a single, designated account. However, please note that your custodian will rely solely on IPW’s instructions
regarding the designated account and will not confirm those instructions with you or verify the amount or timing of fees
deducted. Additionally, if advisory fees for a taxable account are collected from a non-taxable account, this typically
constitutes a taxable event and may result in a penalty. Please consult a tax adviser if you wish to charge all fees to a
single advisory account.

You should review your account statements received from the qualified custodian(s) and verify that appropriate investment
advisory fees are being deducted. The qualified custodian(s) will not verify the accuracy of the investment advisory fees
deducted. IPW has the discretion to bill you for fees incurred instead of deducting the fees from your account.

If you are an investment advisory client of IPW, asset management services are only offered through a wrap fee program,
so you will generally only pay fees based on assets under management, and, in most circumstances, you will not pay a
separate commission, ticket charge, or custodial fee for the execution of transactions in your account. As a result, if there
is a low number of trades/transactions in your account(s) managed by IPW, it is likely that the wrap fee will accrue more
expenses than an account that is charged on a transactional basis.

In addition to the fees described above, you may incur certain charges imposed by third parties other than IPW in
connection with investments made in your account. These fees include but are not limited to, charges imposed directly by
a mutual fund (e.g. 12b-1 trails), index fund, fee-based variable annuity, or exchange-traded fund which shall be disclosed
on the fund’s prospectus, mark-ups and mark-downs, spreads paid to market makers, surrender charges, IRA and qualified
retirement plan fees, regulatory fees assessed by the SEC and/or FINRA, fees (such as a commission or markup) for
trades executed away from our custodians at another broker-dealer, wire transfer fees, and other fees and taxes on
brokerage accounts and securities transactions. The markups and markdowns, bid-ask spreads, and selling concessions
are related to your custodian acting as a principal. Principal transactions contrast with transactions in which the custodian
acts as your agent in affecting trades. Markups and markdowns and bid-ask spreads are not separate fees but are reflected
...

Item 7 – Types of Clients

IPW generally provides investment advice to the following types of clients:

    •    Individuals
    •    High net-worth individuals
    •    Trusts, estates, or charitable organizations
    •    Retirement and profit-sharing plans
    •    Corporation and other business entities

You are required to execute a written investment advisory services agreement with IPW to establish an advisory
arrangement with us.

The TPRIA Program is offered exclusively through TPRIAs, and as such IPW accepts any client for whom the TPRIA deems
the TPRIA Program adequate.

Minimum Investment Amounts Required
We do not impose a minimum account value to initiate our Firm’s advisory and asset management services.