LMPG Wealth Advisors LLC

Item 5: Fees and Compensation

A. Fee Schedule

Tiered Portfolio Management Fees

        Total Assets Under Management             Annual Fees
        $0 - $250,000                             1.50%

        $250,001 - $500,000                       1.25%

        $500,001 - $750,000                       1.00%

        $750,001 - $1,000,000                     0.90%

        $1,000,001 - $10,000,000                  0.80%

        $10,000,001 - $20,000,000                 0.70%

        $20,000,001 - AND UP                      0.50%

LMPG Wealth uses the value of the account as of the last business day of the billing period
for purposes of determining the market value of the assets upon which the advisory fee is
based. Under a tiered fee schedule, the asset-based fee will vary for different segments of
client assets, gradually decreasing as the Account balance increases. For example, a client
with an Account value of $1,000,000 will pay 1.50% on the first $250,000 of assets in the
Account, 1.25% on the next $250,000 of assets in the Account and still lower rates, as
disclosed above, on the remaining $500,000 of assets. Use of a tiered fee schedule will
result in a blended asset-based fee rate.

LMPG provides an additional service for accounts not directly held in our custody, but
where LMPG does have discretion, and may leverage an Order Management System to
implement tax-efficient asset location and opportunistic rebalancing strategies on behalf
of the client. These are primarily 401(k) accounts, HSA’s, and other assets LMPG does not
custody. LMPG regularly reviews the available investment options in these accounts,
monitor them, and rebalance and implement our strategies in the same way LMPG does
other accounts, though using different tools as necessary.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of LMPG Wealth's fees within five business days of signing the Investment

       Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
       generally with 30 days' written notice.

       B. Payment of Fees

       Payment of Portfolio Management Fees

       Asset-based portfolio management fees are withdrawn directly from the client's accounts
       with client's written authorization on a quarterly basis. Fees are paid in arrears.

       C. Client Responsibility For Third Party Fees

       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 LMPG Wealth. Please see Item 12 of this
       brochure regarding broker-dealer/custodian.

       D. Prepayment of Fees

       LMPG Wealth collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation For the Sale of Securities to Clients

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

Item 7: Types of Clients

LMPG Wealth generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Trusts
       ❖      Corporations or Business Entities

There is no account minimum for any of LMPG Wealth’s services.