King Wealth Management Group LLC

Item 5. Fees and Compensation
King Wealth Management offers its services on a fee basis, which may be fixed and/or based upon assets under management.
Investment Management Fees
King Wealth Management provides its investment management services for an annual fee based upon a percentage of the market
value of the assets being managed by King Wealth Management. King Wealth Management's annual fee is exclusive of, and in
addition to brokerage commissions, transaction fees, and other related costs and expenses which are incurred by the client. King
Wealth Management does not, however, receive any portion of these commissions, fees, and costs.
King Wealth Management's annual investment management fee is prorated and charged quarterly, in advance, based upon the
market value of the assets being managed by King Wealth Management on the last day of the previous quarter. The annual fee is a
maximum of 1.50%. This fee is negotiable depending upon the market value of the assets under management and the type of
investment management services to be rendered.

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Alternatively, King Wealth Management may charge a fixed fee for investment management services, which will be negotiated
between the Firm and the client. All accounts are subject to a minimum annual management fee of $500.00. This minimum annual
fee may be waived at our discretion.
King Wealth Management may agree to a negotiated fee with a client whereby there are different fee schedules for different
accounts owned by the same client. King Wealth Management may also agree to oversee some assets and not charge a fee. Other
negotiated arrangements with customers may also result in different fees for different assets. In any instance such as these where
the fee is not consistent across all accounts and all assets for a client, an inconsistent fee would create a conflict of interest in that
King Wealth would benefit by recommending strategies that move assets to higher fee schedules. We strive to address this conflict
of interest when it exists by discussing and disclosing the fee arrangement impact on the client total fee when making such a
recommendation. Moreover, our investment recommendations are made to be consistent with each client's investment mandates
taking into account our fiduciary obligation to the client.
King Wealth Management earns a fee for advising you. It is a conflict for us to recommend our services because we benefit from
earning the fee when recommending our services. We strive to address this conflict by discussing the total cost of our services, the
value of the benefits, and providing a copy of our client agreement which contains the fee arrangement in writing, acknowledged
by a client signature.
Financial Planning Fees
For stand-alone financial planning services and advisory subscription services, King Wealth Management charges a fixed fee
between $2,500 and $10,000 depending on the scope and length of the agreed upon services. While the specific terms and fee are
negotiated in advance and set forth in the Agreement, King Wealth Management generally requires one-half of the financial
planning fee payable upon execution of the Agreement with the balance due upon completion of the agreed upon services. If the
client engages King Wealth Management for additional investment advisory services, King Wealth Management may offset all or
a portion of its fees for those services based upon the amount paid for the financial planning services.
With regard to any of the investment management or financial planning fees mentioned above, King Wealth Management, in its
sole discretion, may negotiate to charge a lesser fee based upon certain criteria (i.e., anticipated future earning capacity,
anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing
client, account retention, pro bono activities, etc.).
Fees Charged by Financial Institutions
As further discussed in response to Item 12 (below), King Wealth Management generally recommends that clients utilize the
brokerage and clearing services of Fidelity Institutional Wealth Services ("Fidelity") for investment management accounts.
King Wealth Management may only implement its investment management recommendations after the client has arranged for and
furnished King Wealth Management with all information and authorization regarding accounts with appropriate financial
institutions. Financial institutions include, but are not limited to, Fidelity, another broker-dealer recommended by King Wealth
Management, broker- dealer directed by the client, trust companies, banks etc. (collectively referred to herein as the "Financial
Institutions").
Clients will incur certain charges imposed by the Financial Institutions and other third parties such as custodial fees, charges
imposed directly by a mutual fund or ETF in the account, which are disclosed in the fund's prospectus (e.g., fund management
fees and other fund expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees,
and other fees and taxes on brokerage accounts and securities transactions.
Additionally, clients will incur brokerage commissions and transaction fees. Such charges, fees and commissions are exclusive of
and in addition to King Wealth Management's fee. King Wealth Management and its supervised persons do not receive any
portion of such other charges, fees and commissions.
Fee Debit
King Wealth Management's Agreement and the separate agreement with any Financial Institutions will authorize King Wealth
Management to debit the client's account for the amount of King Wealth Management's fee and to directly remit that management
fee to King Wealth Management. Any Financial Institutions recommended by King Wealth Management have agreed to send a
...

Item 7. Types of Clients
King Wealth Management provides its services to individuals, pension and profit-sharing plans, trusts, estates, high net worth
individuals, charitable organizations, corporations and business entities.
Minimum Account Size
As a condition for starting and maintaining a relationship, King Wealth Management generally imposes a minimum portfolio size
of $500,000. King Wealth Management, in its sole discretion, may accept clients with smaller portfolios based upon certain
criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed,
related accounts, account composition, pre-existing client, account retention, and pro bono activities. King Wealth Management
only accepts clients with less than the minimum portfolio size if, in the sole opinion of King Wealth Management, the smaller
portfolio size will not cause a substantial increase of investment risk beyond the client's identified risk tolerance. King Wealth
Management may aggregate the portfolios of family members to meet the minimum portfolio size.