Lewinter Wealth Advisors LLC

Item 5: Fees and Compensation

A. Fee Schedule

Investment Supervisory Services Fees

LWA provides investment management services for an annual fee based on the amount
of client assets under the firm’s management. The annual fee is generally no more than
85 basis points (0.85%), depending upon the size of the client’s portfolio and the type of
services rendered.

If assets are in a margin account, the annual fee is based on the total value of the client’s
positions and the margin balances will not reduce the total value on which fees will be
assessed.

The annual fee is prorated and charged quarterly in arrears, based upon the average
account value during the relevant quarter.

These fees are negotiable and the final fee schedule is generally included in the
Investment Advisory Contract or an amendment thereto. Clients may terminate their
contracts with written notice. Because fees are charged in arrears, no refund policy is
necessary. Advisory fees are withdrawn directly from the client’s accounts with client
written authorization.
                                                                   Form ADV 2A Version: 07/30/2026

Financial Planning Fees

Fixed Fees
Depending upon the complexity of the situation and the needs of the client, the rate for
creating client financial plans is between $3,000 and $10,000. Fees are paid in arrears
upon completion of project milestones. Because fees are charged in arrears, no refund is
necessary. The fees are negotiable and the final fee schedule will generally be included
in the Financial Planning Agreement or an amendment thereto.

Hourly Fees
Depending upon the complexity of the situation and the needs of the client, the hourly
fee for these services is $650. The fees are negotiable and the final fee schedule will
generally be included in the Financial Planning Agreement. Fees are paid in arrears
upon completion of project milestones. Because fees are charged in arrears, no refund is
necessary.

Fee Discretion

LWA, in its sole discretion, may negotiate to charge a lesser fee than those specified
above based upon certain criteria such as anticipated future earning capacity,
anticipated future additional assets, dollar amount of assets to be managed, related
accounts, account composition, pre-existing client relationship, account retention and
pro bono activities.

Selection of Other Advisers

If the client chooses to utilize the services of a TPIA based on our firm's
recommendation, we may continue to charge our firm’s fees, which are separate and
apart from the TPIA’s fees. Advisory fees that the client pays to the TPIA are outlined in
the TPIA's disclosure brochure. These fees may or may not be negotiable. Should the
client decide to utilize a TPIA, the client will be required to sign an agreement directly
with the recommended TPIA(s). The client may terminate their advisory relationship
with the TPIA according to the terms of their agreement with the TPIA. The client
should review each TPIA's disclosure brochure for specific information regarding the
termination of their advisory relationship and its agreement with the TPIA, and how to
receive a refund (if applicable). The client should contact the TPIA directly for any
questions regarding the advisory agreement with the TPIA.

We recommend that clients review the recommended TPIA's disclosure brochure when
determining the total amount of fees when using a TPIA and the services to be
performed.

                                                                 Form ADV 2A Version: 07/30/2026

       B. Payment of Fees

       Payment of Investment Supervisory Fees

       Advisory fees are generally withdrawn directly from the client’s accounts with client
       written authorization. In limited circumstances, advisory fees can be paid via check,
       ACH transfer or credit card. Fees are paid quarterly in arrears.

       Payment of Financial Planning Fees

       Hourly Financial Planning fees are paid via check, ACH transfer or credit card in arrears
       upon completion. Because fees are charged in arrears, no refund is ever necessary.

       Fixed Financial Planning fees are paid via check, ACH transfer or credit card in arrears
       upon completion. Because fees are charged in arrears, no refund is ever necessary.

       C. Clients Are Responsible For Third Party Fees

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

       D. Prepayment of Fees

       LWA collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation For the Sale of Securities to Clients

       Neither LWA nor its supervised persons accept any compensation for the sale of
       securities or other investment products, including asset-based sales charges or services
       fees from the sale of mutual funds.

Item 7: Types of Clients

LWA generally provides investment advice and/or management supervisory services to the
following Types of Clients:

             Individuals
             High-Net-Worth Individuals
             Business Owners
             Trusts
             Estates
             Endowments

Minimum Account Size

Our stated minimum account opening balance is $1,000,000; however, this minimum may be
waived or modified at our discretion.