Lifelong Wealth Advisors Inc

Item 5. Fees and Compensation
      LLW Advisors offers services on a fee basis, which includes fixed fees, as well as fees based upon assets
      under management or advisement. Additionally, certain of the Firm’s Supervised Persons, in their
      individual capacities, offer insurance products under a separate commission-based arrangement.

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 Disclosure Brochure                                                 Lifelong Wealth Advisors, Inc.

      Financial Planning and Consulting Fees

      LLW Advisors charges a fixed fee for providing financial planning and consulting services under a stand-
      alone engagement. These fees are negotiable, but range up to $15,000, depending upon the scope and
      complexity of the services and the professional rendering the financial planning and/or the consulting
      services. If the client engages the Firm for additional investment advisory services, LLW Advisors can
      offset all or a portion of its fees for those services based upon the amount paid for the financial planning
      and/or consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement. For project-based services LLW Advisors requires one-half of the fee payable upon
      execution of the Advisory Agreement. The Firm does not, however, take receipt of $1,200 or more in
      prepaid fees, six or more months in advance of services rendered.

      Investment Management Fees

      LLW Advisors offers investment management services for an annual fee based on the amount of assets
      under the Firm’s management. This management fee varies in accordance with the following blended fee
      schedules which are dependent upon the amount of financial planning and consulting services included in
      the fee. The different service levels referenced below will include various numbers of financial planning or
      consulting services, as agreed upon.

      Standard

                                 PORTFOLIO VALUE                       BASE FEE
                                     First $300,000                       1.75%
                                     Next $300,000                        1.50%
                                     Next $400,000                        0.70%
                                    Next $1,500,000                       0.55%
                                    Above $2,500,000                      0.25%

      Hybrid

                                 PORTFOLIO VALUE                       BASE FEE
                                     First $300,000                       1.50%
                                     Next $300,000                        1.20%
                                     Next $400,000                        0.60%
                                    Next $1,500,000                       0.50%
                                    Above $2,500,000                      0.25%

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 Disclosure Brochure                                                    Lifelong Wealth Advisors, Inc.

      Compact

                                   PORTFOLIO VALUE                        BASE FEE
                                       First $300,000                        1.25%
                                       Next $300,000                         0.85%
                                       Next $400,000                         0.50%
                                      Next $1,500,000                        0.45%
                                      Above $2,500,000                       0.25%

      The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
      being managed by LLW Advisors on the last day of the previous quarter determined by a party independent
      from the Firm (including the client’s custodian or another third-party). Alternatively, the Firm may charge
      a fixed fee for the investment management services. The fixed fee will be individually negotiated and will
      be based upon a number of factors including the size and composition of a client’s portfolio, the type and
      amount of services rendered and the individual(s) providing the services.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
      payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial
      period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement is
      terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), LLW Advisors can negotiate a
      fee rate that differs from the range set forth above. Clients are advised that a conflict of interest exists for
      the Firm to recommend that clients engage LLW Advisors for additional services for compensation,
      including rolling over retirement accounts or moving other assets to the Firm’s management. Clients retain
      absolute discretion over all decisions regarding engaging the Firm and are under no obligation to act upon
      any of the recommendations.

      Retirement Plan Consulting Fees
      LLW Advisors charges as fixed fee to provide clients with retirement plan consulting services. Each
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Item 7. Types of Clients
      LLW Advisors offers services to individuals, trusts, estates, and profit sharing plans.