LMG Wealth Partners LLC

Item 5 – Fees and Compensation

 The following paragraphs detail the fee structure and compensation methodology for services provided by the
 Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
 more written agreements with the Advisor.

 A. Fees for Advisory Services
 Investment Management Services
 Investment management fees are paid monthly, in advance of each month, pursuant to the terms of the investment
 management agreement. Investment management fees are based on the market value of assets under management
 at the end of the prior month. Fees range from 0.50% to 1.50% annually based on several factors, including: the
 scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship
 with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and
 other complexities may be charged a higher fee.

 The investment management fee in the first month of service is prorated from the inception date of the account[s] to
 the end of the first month. Fees may be negotiable at the sole discretion of the Advisor. In certain circumstances, the
 Advisor may charge a fixed annual fee for its services. The Client’s fees will take into consideration the aggregate
 assets under management with the Advisor across all accounts, unless otherwise agreed in writing. All securities
 held in accounts managed by Lees Monsour Group will be independently valued by the Custodian. The Advisor will
 conduct periodic reviews of the Custodian’s valuation to ensure accurate billing

 Clients may make additions to and withdrawals from their account[s] at any time, subject to Lees Monsour Group’s
 right to terminate an account. Additions may be in cash or securities provided that Lees Monsour Group reserves
 the right to liquidate any transferred securities or decline to accept particular securities into a Client’s account[s].
 Clients may withdraw account assets on notice to Lees Monsour Group, subject to the usual and customary
 securities settlement procedures. However, Lees Monsour Group designs its portfolios as long-term investments,
 and the withdrawal of assets may impair the achievement of a Client’s investment objectives. Lees Monsour Group
 may consult with its Clients about the options and ramifications of transferring securities. However, Clients are
 advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at
 the mutual fund level (i.e. contingent deferred sales charge) and/or tax ramifications.

 Financial Planning Services
 Lees Monsour Group offers financial planning services or other advisory services either on an hourly basis or a fixed
 engagement fee. Hourly fees range up to $300 per hour. Fixed fee engagements are negotiated based on the
 expected number of hours to complete the engagement as the Advisor’s hourly rate. Fees may be negotiable based
 on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate
 for total hours and/or total costs will be provided to the Client prior to engaging for these services.

 Retirement Plan Advisory Services
 Fees for retirement plan advisory services are charged an annual asset-based fee ranging from 0.25% to 1.00%
 based on the size of the Plan and scope of services to be provided. Fees are typically billed in in advance of each
                                      LMG Wealth Partners, LLC dba Lees Monsour Group
                                         9335 Ellerbe Road, Shreveport, LA 71106
                                        Phone: (318) 506-8635 | Fax: (318) 404-1599
                                            https://www.leesmonsourgroup.com

 month or quarter, pursuant to the terms of the retirement plan advisory agreement. Retirement plan fees are based
 on the market value of assets under management in the Plan at the end of the prior billing period. Fees may be
 negotiable depending on the size and complexity of the Plan.

 B. Fee Billing
 Investment Management Services
 Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
 the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
 from the Client’s account[s] in advance of each month. The amount due is calculated by applying the monthly rate
 (annual rate divided by 12) to the market value of assets under management as of the end of the prior month. Clients
 will be provided with a statement, generally monthly, from the Custodian reflecting the deduction of the investment
 management fee. Clients provide written authorization permitting advisory fees to be deducted by Lees Monsour
 Group to be paid directly from their account[s] held by the Custodian as part of the investment management
 agreement and separate account forms provided by the Custodian.

 Financial Planning Services
 Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
 financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s].

 Retirement Plan Advisory Services
 Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan,
 depending on the terms of the retirement plan advisory agreement.

 C. Other Fees and Expenses
 Clients may incur certain fees or charges imposed by third parties, other than Lees Monsour Group, in connection
 with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities
 execution fees charged by the Custodian, if applicable. The Advisor's recommended Custodian may not charge
 securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the
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Item 7 – Types of Clients

 Lees Monsour Group offers advisory services to individuals, high-net-worth individuals, families, trusts, estates,
 small businesses, and charitable organizations. Lees Monsour Group generally requires a minimum relationship
 size of $500,000, which may be reduced at is sole discretion.