Meridian Wealth Management LLC

ITEM 5 – FEES AND COMPENSATION

Advisory Clients can expect to be charged a percentage of assets under management, hourly charges, or fixed fees (not
including subscription fees for its advisory services and financial planning). Additional information regarding fees
affiliated with certain advisory services are provided below:

Portfolio Management Services
If you decide to engage Meridian for portfolio management services, we will charge an annual fee based on a percentage
of the market value of the assets being managed.

Our portfolio management fee is charged at an annual rate between 0.0% and 2.0% for assets under management.

This fee is negotiable, at our discretion, and based on, among other things, the account's complexity, the level of service
provided by the IAR, and other factors related to the overall client relationship. Accordingly, the exact fee to be charged
to the Advisory Client will be discussed and clearly stated in the Investment Management Agreement signed by the
Advisory Client and Meridian.

Advisory Clients may choose the payment method for our fees. Advisory Clients have the option to authorize us to deduct
our fees from the Advisory Client’s investment account, or to have us invoice you for direct payment. If you choose to
have our fee deducted directly from your investment account, Advisory Client must provide authorization in our
Investment Management Agreement to deduct fees. Advisory Client will receive a statement from the qualified
custodian showing all transaction history, including deduction of our fee. Please review each statement for accuracy.
If you elect to be invoiced instead, you may pay our fees by check. Payment in full is expected upon receipt of invoice.

Fees are calculated and billed as specified in the Investment Management Agreement. As the billing frequency and
method vary from IAR to IAR, fees are calculated and billed either monthly or quarterly, and either in advance or in
arrears. Billing calculations are based on the value of your portfolio on the last business day of the preceding month or
quarter, as specified in your Investment Management Agreement.

Meridian has the discretion to offer a flat rate fee to a select group of clients based upon their personal or family
relationship with an IAR or as required by governing documents of the Advisory Client’s trust account. Additionally,
Meridian IARs have discretion and often do elect to waive or offset fees related to cash and cash equivalent balance
accounts. The exact fee and methodology to be charged to the Advisory Client will be clearly stated in the Investment
Management Agreement signed by the Advisory Client and Meridian.

At the inception of investment management services, the initial fees will be calculated on a pro-rata basis for a partial
month or quarter. The Investment Management Agreement between Meridian and the Advisory Client will remain in
effect until either party terminates the relationship as provided by the terms of the Agreement.

For Advisory Clients billed in advance, upon termination of an account or the entire advisory relationship, any prepaid,
asset-based fees will be prorated according to the days the account was under management during the final billing
period, and any unearned fees will be refunded to the Advisory Client.

For Advisory Clients billed in arrears, termination of an account or the entire advisory relationship will not affect any
liabilities or obligations of the parties from transactions initiated before the termination of the Investment Management
Agreement or management of an account. The Advisory Client’s final bill will be prorated for the period of time in which
the Advisory Client’s advisory relationship was active through the date of when the termination is effective.

It is important to note that Meridian’s fees are separate from, and in addition to, as applicable, brokerage commissions,
transaction fees, and other related costs and expenses which will be incurred by the Advisory Client.

Meridian Wealth Management, LLC – Form ADV Part 2A
March 31, 2026

Financial Planning and Consulting Services
Meridian offers Advisory Clients financial planning and consulting services. At our discretion, fees for financial planning
services may be negotiated; however, Meridian will typically charge an hourly rate not to exceed $350 per hour or a flat
fee ranging from $250-$500 per month or quarter, which is based on the billing arrangement selected and negotiated
by the Advisory Client for such Financial Planning or Consulting Services. The fee is negotiable depending on the nature,
complexity, and estimated time involved with providing the Advisory Client with the requested services.

Meridian has discretion and often does offset or waive Financial Planning fees for Advisory Clients that engage Meridian
for portfolio management or other investment management services. In these instances, Meridian will, as it determines
to be appropriate, offset all or a portion of its fees for those services based upon the amount paid for Financial Planning
and Consulting Services.

In addition, Meridian maintains discretion to, and often do, waive or offset a portion of a financial planning fee by
commissions earned by IARs for the sale of insurance products in their separate capacities as insurance agents. Any
offset will be noted in the financial planning agreement.

Before engaging Meridian to provide Financial Planning or Consulting Services, the Advisory Client will be required to enter
into a written agreement with us. The agreement will set forth the terms and conditions of the engagement and describe
the scope of the services to be provided and the fees due from the Advisory Client. The fee will be payable as invoiced.
Either party may terminate the agreement by written notice to the other. If the Advisory Client terminates an engagement
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ITEM 7 – TYPES OF CLIENTS

We offer investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans and
plan participants, trusts, estates, charitable organizations, corporations, and other business entities. Meridian does
not have a minimum account size.