Meridian Wealth Advisors LLC

Item 5 Fees and Compensation
Wealth Management and Investment Advisory Services
As noted above, the Advisor offers comprehensive Wealth Management and Investment
Advisory Services which consists of various types of services. MWA will generally charge a percentage
of the assets under management as described more fully below. Fees for each Client are based upon
consideration of a number of factors, including the complexity and scope of the services to be
provided, the amount of assets under management, and any special service needs of the Client.

On occasion, and at the Advisor’s sole discretion, MWA may charge some Clients on a fixed fee basis,
but this determination is made on a client-by-client basis. Fees are payable quarterly in advance based
on a valuation of the Client's account at beginning of each quarterly period, but such advisory fees are
not collected for services to be performed more than six months in advance. A pro-rated fee will be
assessed to any Client account opened intra-quarter.

    • Portfolio Management Services
MWA’s fee for portfolio management services is based on a percentage of the assets in your account
and is set forth in the following annual fee schedule:

                                          Annual Fee Schedule

                     Assets Under Management                   Annual Fee
                      On the First $$2,500,000                   1.00%
                       On the Next $2,500,000                    0.65%
                       On the Next $5,000,000                    0.60%
                      On the Next $10,000,000                    0.55%
                         Over $20,000,000                      Negotiable

The annual portfolio management fee is billed and payable, quarterly in advance of each calendar
quarter, based on the assets under management at end of the previous calendar quarter. Certain
legacy clients may be billed under a different fee schedule.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, the fees will apply on a pro rata basis from the inception date of the accounts to the end of the
first quarter.

MWA’s advisory fee is negotiable, at the Advisor’s sole discretion, depending on individual client
circumstances. MWA may combine the account values of family members living in the same
household to determine the applicable advisory fee. Combining account values may increase the asset
total, which may result in Clients paying a reduced advisory fee based on the available breakpoints in
the Advisor’s fee schedule stated above.

MWA will deduct advisory fees directly from the Client’s account through the qualified custodian
holding your funds and securities. MWA will deduct advisory fees only when Clients have given the
firm written authorization permitting the fees to be paid directly from their account[s]. Further, the
qualified custodian will deliver an account statement to Clients at least quarterly. All securities held in
accounts managed by MWA will be independently valued by the Custodian. The Advisor will conduct
periodic reviews of the Custodian’s valuation to ensure accurate billing. These account statements will
show all disbursements from your account. Clients should review all statements for accuracy.

Clients may terminate the portfolio management agreement upon 5 days written notice. If the Client
has pre-paid advisory fees, then the Advisor will refund any unearned pre-paid portfolio management
fees from the effective date of termination to the end of the quarter. The Client’s portfolio management
agreement is non-transferable without the Client’s prior consent.

Selection of Other Advisors- Advisory fees charged by TPMMs are separate and apart from MWA’s
advisory fees. Assets managed by TPMMs will be included in calculating the advisory fee, which is
based on the fee schedule set forth in the Portfolio Management Services section in this brochure. To
eliminate any conflict of interest, the MWA does not earn any compensation from a TPMM. The
Advisor will only earn its advisory fee as described above. TPMMs typically do not offer any fee
discounts but may have a breakpoint schedule which will reduce the fee with an increased level of
assets placed under management with the TPPM. The terms of such fee arrangements are included in
the TPMM’s disclosure brochure and applicable contract[s] with the Independent Manager.

For Client accounts implemented through an TPMM, the Client’s overall fees will include MWA’s
investment advisory fee (as noted above) plus investment management fees and/or platform fees
charged by the TPMM as applicable. Advisory fees that Clients pay to the TPMM are established and
payable in accordance with the brochure provided by each TPMM to whom you are referred. These
fees may or may not be negotiable. Clients should review the recommended TPMM's brochure and
take into consideration the TPMM's fees along with MWA’s fees to determine the total amount of fees

associated with this program. The total blended fee, including the Advisor’s fee and the TPMM’s fee,
will not exceed 2.00% annually.

For Client accounts implemented through an Independent Manager, the Advisor and the Independent
Manager will each assume the responsibility for calculating and deducting their respective fees from
the Client’s account[s].

In the event that the Advisor has determined that an Independent Manager is no longer in the Client’s
best interest, the Advisor will have the discretion to terminate the relationship with the Independent
Manager. The terms for termination are set forth in the respective agreements between the Advisor
and the Independent Managers.

     • Financial Planning Services
Depending on the arrangements made at the inception of the engagement, MWA will charge a fixed
fee for financial planning services, which generally ranges between $5,000-$25,000. However, the fee
...

Item 7 Types of Clients
MWA offers investment advisory services to individuals, high net worth individuals, corporations,
charitable organizations, and retirement plans.

In general, MWA requires a minimum relationship size of $2,500,000 and a minimum fee of $12,500 to
open and maintain an advisory account. The Advisor may waive these minimums at its sole discretion.