Medicus Wealth Planning Inc

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

              Account Size                  Annual Fee           Quarterly Fee
             First $250,000                   1.50%                0.3750%
             Next $250,000                    1.35%                0.3375%
             Next $500,000                    1.20%                0.3000%
            Next $4,000,000                   1.00%                0.2500%
            Next $5,000,000                   0.75%                0.1875%
           Over $10,000,000                   0.50%                0.1250%

Fees for our portfolio management services are typically based upon a percentage of assets
under management. Upon request, MWP may agree to charge a flat fee at its discretion.
Fees are negotiable, and the final fee schedule is attached as Exhibit II of the Investment
Advisory Contract. Clients may terminate the agreement without penalty for a full refund
of MWP's fees within five business days of signing the Investment Advisory Contract.
Thereafter, clients may terminate the Investment Advisory Contract immediately upon
written notice.

MWP uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.

Financial Planning Fees

Depending upon complexity and needs of the client, the flat rate for financial planning is
usually between $1,000 and $3,500 and is negotiable. Fees are due upon presentation of
the completed financial plan.

Educational Seminars/Workshops

MWP provides periodic educational seminars and workshops to clients and the general
public free of charge.

B. Payment of Fees

Payment of Portfolio Management Fees

MWP collects fees in advance. Refunds for fees paid in advance will be returned within
fourteen days to the client via check, or return deposit back into the client’s account. MWP
will meet the following conditions when withdrawing fees directly from client accounts:
a. MWP obtains written authorization from the client permitting the adviser’s fees to be
   paid directly from the client’s account held by the independent custodian.
b. MWP ensures the independent custodian will send the client, at least quarterly, a
   statement indicating all amounts disbursed from the account.
c. Clients are advised that it is the client’s responsibility to verify the accuracy of the fee
   calculation, since the custodian will not determine whether the fee is properly
   calculated.

For held away assets managed through Pontera, Pontera does not offer us the ability to
deduct fees from the account. As such, fees for the management of held away assets will
either be paid directly by the Client or deducted from another account that we manage for
the Client at the qualified custodian(s) recommended by our firm.

Payment of Financial Planning Fees

Financial planning fees are paid via credit card or ACH. Fixed financial planning fees
are due upon presentation of the financial plan.

Negotiability of Fees

We allow Associated Persons servicing the account to negotiate the exact investment
management fees within the range disclosed in our Form ADV Part 2A Brochure. As
a result, the Associated Person servicing your account may charge more or less for the
same service than another Associated Person of our firm. Further, our annual
investment management fee may be higher than that charged by other investment
advisors offering similar services/programs.

Billing on Cash Positions

The firm treats cash and cash equivalents as an asset class. Accordingly, unless
otherwise agreed in writing, all cash and cash equivalent positions (e.g., money market
funds, etc.) are included as part of assets under management for purposes of
calculating the firm’s advisory fee. At any specific point in time, depending upon

perceived or anticipated market conditions/events (there being no guarantee that such
anticipated market conditions/events will occur), the firm may maintain cash and/or
cash equivalent positions for defensive, liquidity, or other purposes. While assets are
maintained in cash or cash equivalents, such amounts could miss market advances and,
depending upon current yields, at any point in time, the firm’s advisory fee could
exceed the interest paid by the client’s cash or cash equivalent positions.

Periods of Portfolio Inactivity

The firm has a fiduciary duty to provide services consistent with the client’s best
interest. As part of its investment advisory services, the firm will review client
portfolios on an ongoing basis to determine if any changes are necessary based upon
various factors, including but not limited to investment performance, fund manager
tenure, style drift, account additions/withdrawals, the client’s financial circumstances,
and changes in the client’s investment objectives. Based upon these and other factors,
there may be extended periods of time when the firm determines that changes to a
client’s portfolio are neither necessary nor prudent. Notwithstanding, unless otherwise
agreed in writing, the firm’s annual investment advisory fee will continue to apply
during these periods, and there can be no assurance that investment decisions made by
the firm will be profitable or equal any specific performance level(s).

IRA Rollover Considerations

As a normal extension of financial advice, we provide education or recommendations
related to the rollover of an employer-sponsored retirement plan. A plan participant
leaving employment has several options. Each choice offers advantages and
disadvantages, depending on desired investment options and services, fees and
expenses, withdrawal options, required minimum distributions, tax treatment, and the
investor's unique financial needs and retirement plans. The complexity of these
choices may lead an investor to seek assistance from us.
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Item 7: Types of Clients

MWP generally provides advisory services to the following types of clients:

           ❖ Individuals
           ❖ High-Net-Worth Individuals
           ❖ Retirement Plans

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