Mar Wealth Management Services LLC

Item 5: Fees and Compensation

A. Fee Schedule

Investment Supervisory Services Fees

          Total Assets Under Management                  Annual Fee

          All Assets Under Management                      1.00%

These fees are negotiable depending upon the needs of the client and complexity of the
situation and the final fee schedule is attached as Exhibit II of the Investment Advisory
Contract. Fees are paid monthly in advance, and clients may terminate their contracts with
thirty days’ written notice. Advisory fees are withdrawn directly from the client’s
accounts with client written authorization.

Refunds are given on a prorated basis, based on the number of days remaining in a month
at the point of termination. The fee refunded will be the balance of the fees collected in
advance minus the daily rate* times the number of days in the month up to and including
the day of termination. (*The daily rate is calculated by dividing the monthly AUM fee by
the number of days in the termination month). Clients may terminate their contracts
without penalty, for full refund, within 5 business days of signing the advisory contract.

Selection of Other Advisers Fees

MAR may direct clients to third-party investment advisers. MAR will be compensated via
a fee share from the advisers to which it directs those clients. This relationship will be
memorialized in each contract between MAR and each third-party adviser. The fees
shared will not exceed any limit imposed by any regulatory agency. The notice of
termination requirement and payment of fees for third-party investment advisers will
depend on the specific third-party adviser selected.

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 $1,000 and $10,000. Fees are paid
       in arrears upon completion. Because fees are charged in arrears, no refund is
       necessary. The fees are negotiable and the final fee schedule will be attached as
       Exhibit II of the Financial Planning Agreement. Clients may terminate their
       contracts without penalty within five business days of signing the advisory
       contract.

       Hourly Fees

       The hourly fee for these services is $250. The fees are negotiable and the final fee
       schedule will be attached as Exhibit II of the Financial Planning Agreement. Fees
       are paid in arrears upon completion. Because fees are charged in arrears, no refund
       is necessary. Clients may terminate their contracts without penalty within five
       business days of signing the advisory contract.

Extraordinary Financial Consulting Services or Complex Projects: In some cases, where
the amount of time and/or resources required cannot be clearly determined at the
commencement of the services, or if the client desires a specific financial planning services
not included within the scope of engagement of the Investment Advisory Agreement, the
client agrees to pay MAR’s basic rates, payable after consultation or services have been
provided.

Outside Investments: The advisory service provides for the inclusion and coordination of
Client investment assets wherever held for pursuing the client’s goals and objectives. The
fee schedule for investment advisory services for assets that are not held at Advisor’s
primary custodians, such as but not limited to 401(k), annuity, executive compensation
program, 403(b), 529 Plans, or direct illiquid investments held by a third party corporate
trustee, will be determined in the contract between MAR and the client.

B. Payment of Fees

Payment of Investment Supervisory Fees

Advisory fees are withdrawn directly from the client’s accounts with client written
authorization. Fees are paid monthly in advance.

Payment of Selection of Other Advisers Fees

The timing, frequency, and method of paying fees for selection of third-party managers
will depend on the specific third-party adviser selected and will be disclosed to the client
prior to entering into a relationship with the third-party advisor.

Payment of Financial Planning Fees

Hourly Financial Planning fees are paid via check or as a debit to the client account in
arrears upon completion. Because fees are charged in arrears, no refund is necessary.

Fixed Financial Planning fees are paid via check or as a debit to the client account in
arrears upon completion. Because fees are charged in arrears, no refund is necessary.

       C. Clients Are Responsible 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 MAR. Please see Item 12 of this brochure
       regarding broker/custodian.

       D. Prepayment of Fees

       MAR collects fees in advance and in arrears. Fees collected in advance will be returned
       within thirty days to the client via check.

       For all asset-based fees paid in advance the fee refunded will be the balance of the fees
       collected in advance minus the daily rate* times the number of days in the month up to
       and including the day of termination. (*The daily rate is calculated by dividing the
       monthly AUM fee by the number of days in the termination month).

       E. Outside Compensation For the Sale of Securities to Clients

       Neither MAR 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

MAR generally provides investment advice and/or management supervisory services to the
following types of clients:

          ❖   Individuals
          ❖   High-Net-Worth Individuals
          ❖   Charitable Organizations
          ❖   Businesses