Marion Wealth Management LLC

Item 5 Fees and Compensation
Direct Portfolio Management Services
Our annual fee for portfolio management services varies but can be up to 1.75% depending upon the market value of your
assets under our management, the type and complexity of the asset management services provided, as well as the level of
administration requested either directly or assumed by the client. Assets in each of your accounts are included in the fee
assessment unless specifically identified in writing for exclusion. Our minimum fee is $350 a month and includes our
standard financial planning services with our portfolio management services as explained above. The standard assets
under our management fee are included in the minimum fee calculation. As a result of the minimum fee, clients who
benefit from our fee structure tend to be people with higher net worth. Fees may be negotiable, and we reserve the right
to decline situations that are not considered complicated enough to warrant our minimum fee.

Our annual portfolio management fee is billed and payable, monthly in advance, based on the balance at the end of the
prior month’s billing period. On a case-by-case basis we may elect to bill a client quarterly.

If the portfolio management agreement is executed at any time other than the first day of a calendar month, our fees
will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the
month for which you are a client. Our advisory fee is negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household to determine the
applicable advisory fee. For example, we may combine account values for you and your minor children, joint accounts with
your spouse, and other types of related accounts. Combining account values may increase the asset total, which may result
in your paying a reduced advisory fee based on the available breakpoints in our fee schedule stated above.

Generally, we will deduct our advisory fee directly from your account through the qualified custodian holding your funds
and securities. However, on a case-by-case basis we may allow clients to directly pay the advisory fee. We will deduct our

                                Marion Wealth Management is a Registered Investment Advisor with the SEC

advisory fee only when you have given our firm written authorization permitting the fees to be paid directly from your
account. Further, the qualified custodian will deliver an account statement to you at least quarterly. These account
statements will show all disbursements from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement via a written notice to our firm. These services will continue and
shall remain in full force and effect and be relied upon until terminated in writing and until MWM has actually received a
copy of such written termination with 30 days written notice. You will incur a pro rata charge for services rendered prior to
the termination of the portfolio management agreement, which means you will incur advisory fees only in proportion to
the number of days in the month during which you are a client. If you have pre-paid advisory fees that we have not yet
earned, you will receive a prorated refund of those fees.

Held Away Account Services
In special cases, we may employ Pontera (a third-party service provider) to facilitate ongoing advice and management of
employer retirement accounts (e.g. 401(k), 403(b) etc.). Our annual fee for thus portfolio management service varies but
can be up to 1.75%. Should we employ Pontera, additional documentation and detailed discussion will be provided to
client(s).

Pontera, Inc. does not have trading authority on the held-away account and will be paid by Marion Wealth Management
directly, rather than by the client as Pontera does not bill nor invoice Marion Wealth Management clients. Instead,
Marion Wealth Management bills its clients directly. Pontera only communicates trading actions when directed by the
Firm to Pontera. In order to facilitate order communications, Pontera will apply the percentage allocation that was
submitted by the advisor to the balances in the account at the time Pontera communicates the order. Pontera may round
partial percentages into whole percentages when required by the financial institution.

Subadvisors
For Clients referred by MWM to a Sub-Adviser, MWM will collect the investment advisory fee and provide a portion of the
fee to the Sub-Adviser. The third-party Sub-Adviser’s fee is in the Sub-Adviser’s Form ADV Part 2A and
documented in the client agreement.

Financial Planning Services
Generally, financial planning services are provided as part of a comprehensive service that includes investment and
portfolio management where clients pay a fee as a percentage of assets under management. MWM may offer one-time or
ongoing financial-planning engagements. Planning components may include retirement planning, tax planning, estate
planning, insurance planning, real estate analysis, and education-funding analysis. MWM’s financial planning services are
offered on a monthly fixed fee basis. Fees vary based upon the level and scope of the services required and the complexity
of the matter but will generally range from $6,000 to $12,000 per engagement.

Prior to engaging MWM to provide planning or consulting services, clients are required to enter into a written agreement,
setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to
be provided, and the portion of the fee that is due from the client prior to MWM commencing services. Generally, fifty
percent of the Financial Planning Services fee is due upon inception of the advisory relationship, with the balance payable
upon completion of the financial planning service.
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Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high net worth individuals,
pension and profit-sharing plans (as opposed to the plan participants), charitable organizations and corporations or
other businesses not listed above.

In general, we require a minimum asset level of $750,000 to establish an investment advisory relationship. This minimum
account size may be waived when, for example, a pre-existing family relationship exists with a current client of MWM, or
for other reasons, at the discretion of MWM. As explained above, our minimum fee is $350 a month and is based on the
scope and complexity of the engagement. As a result of the minimum fee, clients who benefit from our fee structure will
be clients with a higher net worth where the standard assets under management fee meets the monthly minimum fee

                                Marion Wealth Management is a Registered Investment Advisor with the SEC

requirement. Fees may be negotiable, and we reserve the right to decline situations that are not considered complicated
enough to warrant our minimum fee.

We may also combine account values for you and your minor children, joint accounts with your spouse, and other types of
related accounts to meet the stated minimum.