Kinetic Wealth Investment Advisors LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management          Annual Fees
        All Assets                             Up to 2.00%

The advisory fee is calculated using the value of the assets in the Account on the last
business day of the prior billing period.

These fees are generally negotiable, and the final fee schedule will be memorialized in the
client’s advisory agreement. The fees charged may be higher or lower than the cost of
similar services offered through other registered investment advisors. Clients may be able
to obtain similar services for a lesser fee from other advisors.

Fees will be charged in advance on a calendar quarterly basis. The initial Account Fee is
due at the beginning of the quarter following account inception (account inception is the
date a platforms minimum investment has been met) and will include the prorated fee for
the initial quarter in addition to the standard quarterly fee for the upcoming quarter. The
Account Fee is based on the value of assets in the account, including cash holdings as of
the close of business on the last business day of the preceding quarter. Additional deposits
and withdrawals will be added or subtracted from portfolio assets on a prorated basis to
adjust the Account Fee. Advisory fees for Accounts opened on a day other than the first
day of the calendar quarterly period or closed on a day other than the last business day of
the calendar quarterly period will be prorated based on the number of days in the quarter.
Clients may terminate the agreement without penalty for a full refund of KWIA's fees
within five business days of signing the Investment Advisory Contract. Thereafter, clients
may terminate the Investment Advisory Contract immediately upon written notice.

Selection of Other Advisers Fees

KWIA will receive its standard fee on top of the fee paid to the third party adviser. This
relationship will be memorialized in each contract between KWIA and each third-party
adviser. The fees will not exceed any limit imposed by any regulatory agency. Specifically
KWIA may direct clients to LPL Financial.

These fees are negotiable.

Financial Planning Fees

Fixed Fees

The fixed rate for creating client financial plans is $1,000. This fee is negotiable based upon
the complexity of the client’s financial situation and services being provided. Should the
cost be greater than estimated, we will notify you prior to completion of the agreed upon
services listed above. Our hourly fee thereafter will be $250.00 per hour.

Hourly Fees

The hourly fee for these services is $250. This fee is negotiable based upon the complexity
of the client’s financial situation and services being provided.

Clients may terminate the agreement without penalty, for full refund of KWIA’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

Consulting Fees

Kinetic Wealth is paid on an hourly basis for consulting services to other investment
advisers. The hourly rate for these services is $250 per hour. In some instances, Kinetic
Wealth may instead be paid a portion of the advisory fee the Investment Adviser client
receives from its clients. Kinetic Wealth will continue to receive these fees until the
consulting services are terminated.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis. Fees are paid in advance.

Payment of Selection of Other Advisers Fees

Fees for selection of LPL Financial as third-party adviser are withdrawn directly from the
client's accounts with client's written authorization. Fees are paid quarterly in advance.

Payment of Financial Planning Fees

Financial planning fees are paid via check.

Fixed financial planning fees are paid 50% in advance, but never more than six months in
advance, with the remainder due upon presentation of the plan.

Hourly financial planning fees are paid 50% in advance, but never more than six months
in advance, with the remainder due upon presentation of the plan.

Payment of Consulting Fees

Consulting Fees are paid in arrears via check.

C. Client Responsibility For Third Party Fees

Clients are responsible for the payment of all third party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by KWIA. Please see Item 12 of this brochure
regarding broker-dealer/custodian.

D. Prepayment of Fees

KWIA collects fees in advance. Refunds for fees paid in advance but not yet earned will
be refunded on a prorated basis and returned within fourteen days to the client via check
or return deposit back into the client’s account.

For all asset-based fees paid in advance, the fee refunded will be equal to the balance of
the fees collected in advance minus the daily rate* times the number of days elapsed in
the billing period up to and including the day of termination. (*The daily rate is calculated
by dividing the annual asset-based fee rate by 365.)

Fixed fees that are collected in advance will be refunded based on the prorated amount of
work completed at the point of termination.

For hourly fees that are collected in advance, the fee refunded will be the balance of the
fees collected in advance minus the hourly rate times the number of hours of work that
has been completed up to and including the day of termination.

E. Outside Compensation For the Sale of Securities to Clients

Richard M. Packer is a registered representative of a broker-dealer and an insurance agent
and in these roles, accepts compensation for the sale of investment products to KWIA
clients. This presents a conflict of interest and gives the supervised person an incentive to
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Item 7: Types of Clients

KWIA generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Pension and Profit Sharing Plans
       ❖      Charitable Organizations
       ❖      Corporations or Business Entities
       ❖      Other Investment Advisers

There is no account minimum for any of KWIA’s services.