Leclair Wealth Partners LLC

Item 5 - Fees and Compensation

LeClair Wealth Partners                                                      Disclosure Brochure

LeClair Wealth Partners charges fees based on a percentage of assets under management as well as fixed
fees, depending on the particular types of services to be provided. The specific fees charged by LeClair
Wealth Partners for services provided will be set forth in each client’s agreement.

     A. Financial Planning and Investment Management Services

Fees for Investment Management Services
In providing investment management services pursuant to the LeClair Wealth Partners Wrap Fee Program
and non-wrap accounts, LeClair Wealth Partners charges an annual investment management services fee
that is agreed upon with each client and set forth in an agreement executed by LeClair Wealth Partners and
the client. The LeClair Wealth Partners Wrap Fee Program investment management fee and the non-wrap
fee accounts are usually based on a percentage of the value of assets under management and is generally
paid quarterly in advance, however, LeClair Wealth Partners is beginning to offer a flat fee option once
assets reach a certain level. When a client’s account is opened, the investment management services fee
is billed for the remainder of the current quarterly billing period and is based on the client’s initial
contribution to the client account. Subsequent quarterly investment management services fees will be
based on the client’s account value as of the last business day of the previous calendar quarter. If cash or
securities, or a combination thereof, amounting to at least $100,000 are deposited to or withdrawn from a
LeClair Wealth Partners Wrap Fee Program client’s account, or Schwab account on an individual business
day in the first two months of the quarter, LeClair Wealth Partners will (i) assess investment management
services fees to the deposited assets based on the value of the assets on the date of deposit for the pro rata
number of days remaining in the quarter, or (ii) refund prepaid LeClair Wealth Partners Wrap Fee Program
investment management services fees based on the value of the assets on the date of withdrawal for the pro
rata number of days remaining in the quarter. No additional LeClair Wealth Partners Wrap Fee Program
investment management services fees or adjustments to previously assessed LeClair Wealth Partners Wrap
Fee Program investment management services fees will be made in connection with deposits or withdrawals
that occur during the last month of the quarter.

For purposes of LeClair Wealth Partners investment management services fee calculation, LeClair Wealth
Partners utilizes third party sources, such as pricing services, custodians, fund administrators, and client-
provided sources. For purposes of fee calculation, the asset value of LeClair Wealth Partner client accounts
include cash and cash equivalents, as well as margined securities. LeClair Wealth Partners does not reduce
LeClair Wealth Partners investment management fees for margin borrowing, regardless of whether the
assets are in cash or other securities. LeClair Wealth Partners has a financial incentive to recommend that
clients borrow money for the purchase of additional securities for the client’s account managed by LeClair
Wealth Partners or otherwise not liquidate some or all the assets LeClair Wealth Partners manages. LeClair
Wealth Partners addresses this conflict of interest by this disclosure and working to ensure that any
recommendation to a client regarding the use of margin is suitable for the client.

Following is the LeClair Wealth Partners asset based fee:

                                                 FEE SCHEDULE
                             Market Value of Assets                  Rate
                      Up to $1,999,999                               1.50%
                      $2,000,000 to $4,999,999                       1.25%

LeClair Wealth Partners                                                             Disclosure Brochure

                       $5,000,000 to $9,999,999                             1.00%
                       $10,000,000 to $24,999,999                           0.75%
                       $25,000,000 to $49,999,999                           0.50%
                       $50,000,000 to $99,999,999                           0.35%
                       $100,000,000 and above                               0.25%
                       The percentage for the highest range of Managed Asset value achieved
                       applies to all Managed Assets, not just Managed Assets within that
                       range.

There are clients of LeClair Wealth Partners who were clients of an unaffiliated investment adviser at
which current LeClair Wealth Partners personnel served as investment adviser representatives that pay a
higher fee for investment management services.

LeClair Wealth Partners’s policy is to include all related client accounts, specifically the accounts of
direct family members sharing the same residence address, for purposes of determining a client’s market
value of assets.

Fees for Financial Planning and Consulting Services
Clients that are receiving financial planning and consulting services only are charged a fixed fee ranging
from $5,000 to $250,000, depending upon the complexity of a client’s plan and services provided. In the
alternative clients that are receiving financial planning and consulting services only may be charged an
hourly fee rate up to $500.00. For clients receiving ongoing financial planning services the annual fee is
charged quarterly. For financial planning services that are completed upon the delivery of the financial plan
to the client, the fixed fee can be charged in quarterly installments, or otherwise in full upon delivery of the
completed financial plan. Actual fees charged are clearly outlined in the financial planning agreement and
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Item 7 - Types of Clients

LeClair Wealth Partners offers investment advisory services to individuals, including high net worth
individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-
sharing plans. LeClair Wealth Partners does not impose a minimum portfolio size or a minimum initial
investment to open an account. However, LeClair Wealth Partners does reserve the right to accept or
decline a potential client for any reason in its sole discretion.