Kintra Wealth LLC

Item 5:       Fees and Compensation

      A.      Fees Charged

      All advisory fees are negotiable between Kintra and clients and those cited below are a guide.
      This means that advisors can negotiate lower fees with certain clients when similar services are
      provided to other clients at a higher fee rate. This instance is particularly relevant for clients joining
      Kintra from other previous advisor’s where such fees will be grandfathered to Kintra. The Kintra
      platform fee, transaction charges, and other account-related fees assessed by third parties or custodians
      are not negotiable, however.

      We offer flexible fee arrangements tailored to your unique financial needs. Our fee model includes:

      AUM Fee

      A traditional advisory fee based on assets under management. This model is suitable for clients focused
      on asset management and ongoing comprehensive financial planning.

Subscription + AUM-Based Fee

A blended monthly subscription combined with a percentage of assets under management (AUM).
This option includes ongoing financial planning and access to our full advisory services.

AUM + Planning Fee

A percentage-based fee on AUM, supplemented by a flat retainer. This structure offers enhanced
planning and strategy services, ideal for clients requiring deeper access to advisor time and tailored
guidance.

Each fee schedule is aligned with the corresponding service level—from basic portfolio management
to fully integrated planning—and adjusted based on the complexity of the client’s situation, including
account size, planning needs, and frequency of advisor interaction. Fees are disclosed in your client
agreement, and we will work with you to select the option that best meets your objectives and service
preferences. Other methods of service delivery and fee calculation exist or are possible, depending on
the specific program, services provided, client circumstances, and account size.

Asset Management

All clients will be required to execute an Investment Management Agreement that will describe the
type of management services to be provided and the fees, among other items. Clients are advised that
they may pay fees that are higher or lower than fees they may pay another advisor for the same services,
and may pay lower fees for comparable services from other sources. Clients are under no obligation
at any time to engage, or to continue to engage, Kintra for investment services.

Kintra provides investment advisory services for an annual fee based upon a percentage of the assets
being managed by Kintra. This asset-based fee typically varies depending on the amount of assets
under management but will not exceed 1.25% unless specifically agreed to between Kintra and
the Client. Clients may pay either a stated fee for all accounts OR a blended fee schedule as agreed
between Kintra and the Client.

A blended schedule looks at the account value and compares it to a set fee schedule. Based upon the
value of the account at the end of the billing period, the fee schedule identifies specific portions of the
account value to be charged at different fee rates. The total value of the account is compared against this
schedule and, based on the account size, the different fee rates are blended to determine the total account
fee for that period. For example, assume the advisor and client agree to the following blended fee
schedule:

*The illustration below is for educational purposes only and is not necessarily indicative of the fee
that may be negotiated between Kintra and the Client. Certain fee arrangements may include a
bundled fee for financial planning and investment management services.
                         *PORTFOLIO VALUE                                        ADVISORY FEE

                            First $500,000                                           1.25%
                           Next $1,500,000                                           1.00%
                           Next $3,000,000                                           0.80%
                           Next $5,000,000                                           0.60%
                           Next $5,000,000                                           0.50%
                           Next $10,000,000                                          0.40%
                           Over $25,000,000                                          0.30%

Assume that the account value at the end of the billing period is $1,500,000. In this hypothetical example, and assuming an
arrears monthly billing cycle is applied, the account fee for the upcoming period would be assessed as follows: First $500,000
of the account value would be billed at a rate of 1.25 percent ($500,000 x 1.25% = $6,250; $6,250 ÷ 12 = $520.83); the next
$1,000,000 would be billed at a rate of 1.00 percent ($1,000,000 x 1.00% = $10,000; $10,000 ÷ 12 = $833.33) Each of the
different fee rate amounts is added together to determine the total account fee for that period, as follows: $520.83 + $833.33 =
$1354.16 arrears monthly account fee.

Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.
Factors affecting fee percentages include the size of the account, complexity of asset structures, and
other factors. Certain fee arrangements may include a bundled fee for financial planning and
investment management services.

In addition to the annual advisory fee, clients whose accounts are covered under the applicable service
provider agreements disclosed above will pay an additional “Platform Fee” to Advisor for additional
services rendered. The Platform Fee covers additional costs associated with the programs for services
such as overlay management, enhanced trading tools, reporting (e.g., manager and portfolio reports),
expert support, platform management (e.g., ongoing product development and administration) and
...

Item 7:       Types of Clients

      Clients advised may include individuals, families, trusts, charitable organizations and foundations,
      pensions and corporations. Kintra does not impose a stated minimum fee or minimum portfolio value
      for starting or maintaining an investment advisory account.