Marin Bay Wealth Advisors LLC

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Wrap Comprehensive Portfolio Management:

    Please see our Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”) for more information on
    our Wrap Comprehensive Portfolio Management fees.

    Other Types of Fees & Expenses

    Clients will not incur transaction costs for trades by their chosen custodian. Charles Schwab & Co.,
    Inc. (“Schwab”) does not charge transaction fees for U.S. listed equities and exchange traded funds.
    More information about this can be found in our separate Wrap Fee Program Brochure.

    Termination & Refunds

    Either party may terminate the advisory agreement signed with our firm for Wrap Comprehensive
    Portfolio Management services in writing at any time. Upon notice of termination our firm will
    process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the
    beginning of the quarter.

    Commissionable Securities Sales

    Our firm and representatives do not sell securities for a commission in advisory accounts.

Item 7: Types of Clients & Account Requirements

    Our firm has the following types of clients:
       • Individuals and High Net Worth Individuals;
       • Trusts, Estates or Charitable Organizations;

    Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
    us.

ADV Part 2A – Firm Brochure                      Page 5                             Marin Bay Wealth Advisors, LLC