Indelible Wealth Group 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 IWG and the Client.

A. Fees for Advisory Services
Wealth Management Services
For Clients engaged for comprehensive wealth management services, the Client will be charged a single combined
investment advisory fee for investment management and financial planning services based on the market value of
assets under management as reflected below.

                                               Indelible Wealth Group LLC
                                             208 1st St * Berthoud, CO 80513
                                        Phone: (970) 532-5842 * Fax: (970) 532-5424
                                                 www.indeliblewealth.com

Investment Management Services
Investment advisory fees are paid quarterly, at the end of each calendar quarter, pursuant to the terms of the
investment advisory agreement. Investment advisory fees are based on the average of the daily closing values of the
assets under management at the end of each calendar quarter. Investment advisory fees for investment management
services range up to 1.50% annually. The Advisor generally imposes a minimum annual fee as outlined in Item 7 –
Types of Clients, which may be waived at the sole discretion of the Advisor.

Fees may be negotiable at the sole discretion of the Advisor. Fees for investment management services are based
on several factors, including: the complexity of the services to be provided, the inclusion of financial planning services,
the level of assets to be managed, and the overall relationship with the Advisor. Relationships with multiple objectives,
specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The Client’s
fees will take into consideration the aggregate assets under management with Advisor. All securities held in accounts
managed by IWG 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.

Financial Planning Services
IWG offers stand-alone financial planning services on an hourly basis at a rate of up to $250 per hour or for a fixed
fee ranging up to $2,500 per engagement. Financial planning fees may be negotiable depending on the nature and
complexity of each Client’s circumstances. An estimate for total hours and/or costs will be determined prior to
engaging for these services.

Retirement Plan Advisory Services
Fees for retirement plan advisory services paid quarterly, at the end of each calendar quarter, pursuant to the terms
of retirement plan advisory agreement. Fees may be negotiable depending on the size and complexity of the Plan.
The Plan fees are based on the market value of assets under management at the end of the calendar quarter and
are generally based on the following fee schedule:

                Assets Under Management                    Annual Rate
                     Up to $500,000                        0.65%
                     $500,001 to $2,500,000                0.50%
                     $2,500,001 to $5,000,000              0.40%
                     $5,000,001 and above                  0.25%

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor and deducted from the Client’s account[s] at the Custodian.
The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s
account[s] at the respective quarter-end date. The annual rate is charged quarterly, based upon the market value of
the average daily account balance. Since the asset-based fee is determined by average daily account balance, if
assets are deposited into or withdrawn from an account, the base fee payable with respect to such assets is adjusted
accordingly. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of
the investment advisory fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the
Custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients provide written
authorization permitting IWG to be paid directly from their accounts held by the Custodian as part of the investment
advisory agreement and separate account forms provided by the Custodian.

Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s].
                                                Indelible Wealth Group LLC
                                              208 1st St * Berthoud, CO 80513
                                         Phone: (970) 532-5842 * Fax: (970) 532-5424
                                                  www.indeliblewealth.com

Retirement Plan Advisory Services
Fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan, depending on the terms
of the retirement plan advisory agreement.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than IWG, in connection with investments
made on behalf of the Client’s account[s]. The Client is responsible for all securities execution and custody fees
charged by the Custodian, if applicable. The Advisor's recommended Custodian does not charge securities
...

Item 7 – Types of Clients
IWG provides investment advisory services to individuals, high net worth individuals, trusts, estates, retirement
plans, and charitable organizations. IWG generally requires an annual minimum fee that ranges between $750 and
$1,250 based on the nature and complexity of the services to be provided. These minimums may be waived or
reduced at the sole discretion of the Advisor.