Inman Jager Wealth Management 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 advisory agreements with the Advisor.

A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
wealth management agreement. Wealth management fees are based on the market value of assets under
management at the end of the prior calendar quarter. Fees generally range up to 1.00% annually based on several
factors, including the scope and complexity of the services to be provided, 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 wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to
the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Advisor typically
offers a tiered, incremental fee schedule (as detailed above) where the rate is reduced as assets under
management increase. The Client’s fees will take into consideration the aggregate assets under management
with the Advisor across all accounts unless otherwise agreed in writing. All securities held in accounts managed
by Inman Jager Wealth will be independently valued by the Custodian. Inman Jager Wealth will conduct periodic
reviews of the Custodian’s valuations to ensure accurate billing.

Clients may make additions to and withdrawals from their account[s] at any time, subject to Inman Jager Wealth’
right to terminate an account. Additions may be in cash or securities provided that Inman Jager Wealth reserves
the right to liquidate any transferred securities or decline to accept particular securities into a Client’s account[s].
Clients may withdraw account assets on notice to Inman Jager Wealth, subject to the usual and customary
securities settlement procedures. However, Inman Jager Wealth designs its portfolios as long-term investments,
and the withdrawal of assets may impair the achievement of a Client’s investment objectives. Inman Jager Wealth
may consult with its Clients about the options and ramifications of transferring securities. However, Clients are
advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at
the mutual fund level (i.e., contingent deferred sales charge), and/or tax ramifications.

Financial Planning Services
Financial planning services may be included as part of an overall wealth management engagement and fee or
contracted separately. Hourly fees range up to $300 per hour. Fees may be negotiable based on the nature and
                                          Inman Jager Wealth Management. LLC
                                     140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402

                                   Phone: (601) 602-3571 | Fax: (601) 602-3867 | Website: https://inmanjagerwm.com

complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total hours
and/or total costs will be provided to the Client prior to engaging for these services.

Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an annual asset-based fee of up to 0.75% and are billed
in advance or arrears, pursuant to the terms of the retirement plan advisory agreement. Retirement plan fees are
based on the market value of assets under management in the Plan. Fees may be negotiable depending on the
size and complexity of the Plan.

B. Fee Billing
Wealth Management Services
Investment advisory fees are calculated by the Advisor or its delegate 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] in advance of each calendar quarter. The amount due is calculated by
applying the quarterly rate (annual rate divided by 4) to the market value of assets under management as of the
end of the prior calendar quarter. Clients will be provided with a statement, generally monthly, but at least quarterly,
from the Custodian reflecting the deduction of the wealth management fee. Clients provide written authorization
permitting advisory fees to be deducted by Inman Jager Wealth to be paid directly from their account[s] held by
the Custodian as part of the wealth management 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].

Retirement Plan Advisory Services
Retirement plan advisory 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 Inman Jager Wealth, 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 transaction 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 Inman Jager Wealth are separate and distinct
from these custody and execution fees.
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Item 7 – Types of Clients

Inman Jager Wealth offers advisory services to individuals, high net worth individuals, families, trusts, estates,
charitable organizations, pension and profit-sharing plans, corporations, and small businesses. Inman Jager
Wealth generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.