LEGA Z Advisory LLC

Item 5: Fees and Compensation

For a full engagement as described in Item 4, Lega Z charges a management fee based on the
Assets under Management and/or Oversight (AUM). The fee ranges between 0.30% - 0.50% per
annum depending on AUM and role scope. Minimum engagement fee is US $20,000 per annum.
For a reduced engagement, the fee schedule may be discounted.

Lega Z may direct clients to third-party investment advisers. Any fees or compensation from the
advisers to which it directs those clients are negotiable and will not exceed any limit imposed by
any regulatory agency. The notice of termination requirement and payment of fees for third-party
investment advisers will depend on the specific third-party adviser selected. The timing,
frequency, and method of paying fees for selection of third-party managers will depend on the
specific third-party adviser selected and will be disclosed to the client prior to entering into a
relationship with the third-party advisor.

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 Lega Z. Please see Item 12 of this brochure regarding broker-
dealer/custodian.

Lega Z collects its fees in arrears. It does not collect fees in advance. Fees are paid via wire transfer
or check.

Neither Lega Z nor its supervised persons accept any compensation for the sale of investment
products, including asset-based sales charges or service fees from the sale of mutual funds.

Item 7: Types of Clients

Lega Z generally provides advisory services to High-Net-Worth Individuals.

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