Lifelong Wealth Management Group LLC

ITEM 5 – FEES AND COMPENSATION
  5a, b & d: Fee Schedules, Payments & Options

  Lifelong Wealth Management Group charges investment management fees on either an annual non-tiered or tiered
  percentage of assets under management formula as described below:

  Flat Annual Advisory Fee
  A flat fee structure means the client’s advisory account will be charged one percentage regardless of the amount of
  assets held within the account.

  Tiered Annual Advisory Fee
  A tiered fee structure means that the client’s advisory account will be charged multiple respective percentages
  depending on the amount of assets held within your account.

                       Assets Under Management                            Annual Fee (%)
                       Less than $250,000                                 1.50%

                       $251,000 to $1,000,000                             1.25%

                       $1,001,000 to $2,500,000                           1.00%

                       $2,501,000 to $5,000,000                           0.75%

                       $5,001,000 and above                               0.65%

  For purposes of determining value, securities and other instruments traded on a market for which actual transaction
  prices are publicly reported are valued at the last reported sale price on the principal market in which they are traded.
  In certain circumstances, fees may be negotiable.

  The fee includes the time and activities necessary to work with your attorney and/or accountant in reaching agreement
  on solutions, as well as assisting them in implementation of all appropriate documents. We are not responsible for
  attorney or account fees charged to you as a result of the above activities.

  Compensation for our services will be calculated in accordance with what is set in the client agreement. We may modify
  the terms of any agreement by written changes submitted to the client for signature. While we strive to maintain
  competitive fees, the same or similar services may be available from other firms at higher or lower fees.

  Lifelong Wealth Management Group fees are paid from your account by the custodian when we submit an invoice to
  them. If there is insufficient cash in your account to pay your fees, an equal balance of securities in your portfolio may
  be sold to pay our fee. In addition to our fees, there may be custodial, mutual fund, 12b-1 fees or similar third party
  management fees and charges. When required by regulatory authorities, we will send copies of the invoice directly to
  the client.

  Lifelong Wealth Management Group fees are paid quarterly in arrears, with payment due within 10 days from the date
  of the invoice. Our fee is determined by taking the percentage rate we charge, times the market value of the account,
  divided by the number of days in the year and multiplied by the number of days in the quarter. The market value is the
  sum of the values of all assets in the account, not adjusted by any margin debit. Fees for partial quarters at the
  commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the
  number of days the account was open during the quarter. Quarterly fee adjustments for additional assets received into
  the account during a quarter or for partial withdrawals will also be provided on the above pro rata basis.

  Financial Planning

            ADV PART 2 A BROCHURE                                                                                    PAGE 6 OF 15

   Fees for financial planning services are based on a rate of $250 per hour. Special arrangements can be made for clients
   wishing on-going financial planning services. These arrangements will be defined and agreed upon by both parties via
   the financial planning agreement.

   Hourly financial planning fees are due at the time of service. Special arrangements may be made with clients wishing
   ongoing financial planning services.

   5.d.1: Termination
   Either Lifelong Wealth Management Group or our clients can terminate our agreement upon receipt of written notice
   to the other party, to include written agreement to changes by the client.

   When an agreement is terminated, we will refund any pre-paid, unearned fees based on the number of days remaining
   in the quarter after termination. Refunds will be made within 30 calendar days of the effective date of termination.

   When an agreement is terminated, all assets may need to be transferred from the current custodian. You will be
   responsible for paying all fees including full quarterly custodial administrative fees, account closure fees, mutual fund
   fees and all trading costs due to the termination. The custodian may assess additional fees for transfer of illiquid
   investments. If there is insufficient cash in the account, the liquidation of some securities may be used to pay the fees.
   Prior to termination of an agreement, we can provide a good-faith estimate of these fees.

   5c: Third Party Fees
   In cases where a third party advisor or portfolio manager is used, a portion of our fee is used to pay them. You are
   responsible for the payment of all third party fees (i.e. custodian fees, mutual fund fees, 12b-1 fees, transaction fees,
   etc.). Those fees are separate and distinct from the fees we charge.

   All brokerage commissions, stock transfer fees, 12b-1 fees and other similar charges incurred in connection with
   transactions for the account will be paid out of the assets in the account and are in addition to the investment
   management fees paid to us. While we take measures to ensure the fees charged are accurate, it is your responsibility
   to ensure the amount of fee charged is correct. In addition to statements sent by us, you will receive statements directly
   from these brokers, custodians or mutual funds or other investments you hold. We strongly urge you to compare these
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ITEM 7 – TYPES OF CLIENTS
   Lifelong Wealth Management Group generally provides asset management and financial planning services to the
   following types of clients:
        § Individuals
        § High-Net-Worth Individuals
        § Pension and Profit Sharing Plans
        § Trusts
        § Estates
        § Corporations

   Minimum Account Size

             ADV PART 2 A BROCHURE                                                                                    PAGE 7 OF 15

  Lifelong Wealth Management Group has an account minimum of $50,000. However, in certain conditions, we may
  decide to accept clients with smaller portfolios.