Melone Private Wealth LLC

Item 5 – Fees and Compensation
    The following paragraphs detail the fee structure and compensation methodology for services provided by the
    Advisor. Each Client shall sign one or more agreements that detail the responsibilities of MPW and the Client.

    A. Fees for Advisory Services
    Financial Planning Services
    MPW offers project-based financial planning services on an hourly or fixed fee basis. Hourly fees range from $250
    to $400 per hour. Fixed fees are negotiated based on the expected number of hours to complete the engagement
    at the Advisor’s hourly rate, but typically range from $950 to $4,800 per engagement. An estimate for total hours
    and/or costs will be provided to the Client prior to engaging for these services. MPW also offers ongoing financial
    planning services based on a negotiated annual fee that typically ranges from $2,000 to $20,000 annually. Fees
    may be negotiable at the sole discretion of the Advisor, depending on the nature and complexity of the services to
    be provided.

    Investment Advisory Services
    Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
    investment advisory agreement. Fees are based on the market value of assets under management at the end of
    the prior quarter and are based on the following schedule:

                             Assets Under Management                      Annual Rate (%)
                                Up to $500,000                                    1.25%
                                $500,001-$1,000,000                               1.10%
                                $1,000,001-$3,000,000                             1.00%
                                $3,000,001-$5,000,000                             0.90%
                                $5,000,001-$10,000,000                            0.85%
                                $10,000,001-$25,000,000                           0.75%
                                $25,000,001-$50,000,000                           0.65%
                                $50,000,001-$100,000,000                          0.50%
                                $100,000,001-and over                             0.30%

    The investment advisory fee in the first quarter of service is prorated from the inception date of the Client’s
    account[s] to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. Certain
    Clients may be offered a fixed annual fee or alternative fee methodology. The Client’s fees will take into

                                                   Melone Private Wealth, LLC
                                                 3121 University Drive, Suite 180
                                                      Auburn Hills, MI 48326
                                            Phone: (877) 293-5830 | Fax: (248) 598-6770
                                                  www.meloneprivatewealth.com

    consideration the aggregate assets under management with the Advisor. All securities held in accounts managed
    by MPW will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
    Custodian’s valuations.

    Clients may make additions to, and withdrawals from, their account[s] at any time, subject to MPW’s right to
    terminate an account. Additions may be in cash or securities provided that MPW reserves the right to liquidate any
    transferred securities or decline to accept particular securities into a Client’s account[s]. Clients may withdraw
    account assets on notice to MPW, subject to the usual and customary securities settlement procedures. However,
    MPW designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of a
    Client’s investment objectives. MPW may consult with its Clients about the options and ramifications of transferring
    securities. However, Clients are advised that when transferred securities are liquidated, they are subject to
    transaction fees, fees assessed at the mutual fund level (i.e. contingent deferred sales charge) and/or tax
    ramifications.

    Retirement Plan Advisory Services
    Retirement plan advisory fees are based on the scope of services as well as the size and complexity of the Plan.
    Fees are generally billed as an asset-based fee pursuant to the terms of the retirement plan advisory agreement.
    Asset-based fees are billed quarterly, in advance of each calendar quarter, based on the market value of assets in
    the Plan at the end of the prior quarter. Fees range from 0.25% to 0.75% annually. Retirement plan advisory fees
    may also be offered for a fixed annual fee, billed quarterly in advance at one fourth of the annual fee. Fees may be
    negotiable based on the nature and complexity of the services to be provided and the overall relationship with the
    Advisor. For certain engagements, retirement plan advisory services may be offered on an hourly basis a rate of up
    to $400 per hour.

    B. Fee Billing
    Financial Planning Services
    Fees for project-based financial planning services are invoiced up to 50% upon execution of the financial planning
    agreement with the balance due upon completion of the engagement deliverable[s]. Ongoing financial planning
    services are typically billed in advance of each calendar quarter or 90-day period from the date of engagement.
    Certain Clients may have their financial planning fees included with their overall investment advisory fees.

    Investment Advisory Services
    Investment advisory fees are typically calculated by the Custodian and deducted from the Client’s account[s]. The
    Client shall instruct the Custodian to automatically deduct the investment advisory fee from the Client’s account[s]
    for each billing period and pay the investment advisory fee[s] to the Advisor. The amount due is calculated by
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Item 7 – Types of Clients
    MPW offers investment advisory services to individuals, high net worth individuals, families, trusts, estates,
    businesses and retirement plans. The amount of each type of Client is available on the Advisor's Form ADV Part
    1A. These amounts may change over time and are updated at least annually by the Advisor. MPW generally
    imposes a minimum relationship size of $500,000, which can be waived at the sole discretion of the Advisor.