Marathon Wealth Advisors LLC

Item 5. Fees and Compensation
      MFG 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.

      Financial Planning and Consulting Fees

      MFG charges a fixed for providing financial planning and consulting services under a stand-alone
      engagement. These fees are negotiable, but range from $1,000 to $20,000 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, MFG 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 MFG requires one-half of the fee (payable upon execution
      of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan or
      completion of the agreed upon services. The Firm does not, however, take receipt of $1,200 or more in
      prepaid fees, six or more months in advance of services rendered.

      Wealth Management Fees

      MFG offers wealth 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 schedule:

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 Disclosure Brochure

                                  PORTFOLIO VALUE                         BASE FEE
                                     First $1,000,000                        1.25%
                                     Next $1,500,000                         1.00%
                                     Next $2,500,000                         0.80%
                                     Next $5,000,000                         0.70%
                                     Next $5,000,000                         0.60%
                                     Next $5,000,000                         0.50%
                                 Assets above $20,000,000                    0.40%

      The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
      being managed by MFG on the last day of the previous quarter as determined by a party independent from
      the Firm (including the client’s custodian or another third-party).

      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 not 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.), MFG 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 MFG 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. Furthermore, where the Firm recommends Independent Managers, the Firm can receive
      its fee from the Independent Manager. In those circumstances, the Firm will not charge the client additional
      fees for the management of those assets managed by the Independent Manager.

      Fee Discretion

      MFG may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,
      pro bono activities, or competitive purposes.

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 Disclosure Brochure

      Additional Fees and Expenses

      In addition to the advisory fees paid to MFG, clients also incur certain charges imposed by other third
      parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
      transaction fees, custodial fees, margin and other borrowing costs, charges imposed directly by a mutual
      fund or ETF in a client’s account, as disclosed in the fund’s prospectus (e.g., fund management fees and
      other fund expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and
...

Item 7. Types of Clients
      MFG offers services to individuals, trusts, estates, charitable organizations, corporations and other business
      entities.