Meyers Wealth Management LLC

Item 5 – Fees and Compensation
A. The Company is compensated for its Advisory Services as follows:
A Percentage of Assets Under Management Fees

Form ADV Part 2A
Firm Brochure – May 2026

Portfolio Management fees are calculated on a daily average account value of the preceding quarter
and at a rate generally within the range reflected in the fee scheduled listed below, billed on a quarterly
basis and paid in advance. The fees will be identified and agreed upon in writing by the parties and
included in Exhibit A attached to the back of the Client’s Investment Management Agreement. The
general range of management fee for assets under management is as follows:

                                 Portfolio Management Services
                                Assets Under Management Fee Table

                               AUM                                   FEE
                $500,000 and Below                              1.75% - 2.00%
                $500,001 - $1,000,000                           1.50% - 1.75%
                $1,000,001 - $2,500,000                         1.25% - 1.50%
                $2,500,001 - $5,000,000                         1.00% - 1.25%
                $5,000,001 and Above                           1.00% and Below

Meyers Wealth Management, LLC manages Client’s assets on both a discretionary and non-
discretionary basis and charges a management fee for all assets under management on each account
for Portfolio Management Services and billed based on the daily average account value of the assets
under management of the preceding calendar quarter. Client’s fees are billed quarterly and paid in
advance. Fees are negotiable and may be more or less for each Client based on the complexity and
circumstances of the Client’s account. Please note that at the end of each quarter, accounts other than
those held at Schwab and GSAS, captive accounts and 401k plans, the fees will be calculated based
on the account value of the assets under management of the preceding quarter.
Fees charged on new accounts will be pro-rated based on the initial value and the number of days
remaining in the quarter. Thereafter, the fee will be based on the daily average account value of the
preceding calendar quarter. The day after quarter end, the value of the account is multiplied by the
agreed upon asset management fee and divided on a per quarter basis. Fees are billed in advance on a
quarterly basis. The calculated amount is then immediately debited from the cash balance in the
Client’s account. Please note that if there are deposits and withdrawals in the account, those amounts
are taken in account for the calculation of account value depending on the length of time the funds
were in the account. During the calendar quarter, the Company shall not be compensated on the basis
of a share of capital gains, capital appreciation of the funds or any portion of the funds of the Client.
A pro-rata refund of any pre-paid fees less any expenses addressed in the agreement will be paid to
the Client if an account is closed within a billing period. The Company will impose no start-up, closing,
or penalty fees in connection with an account; however, the custodian may charge some or all of these
fees. The Company’s fees do not include variable life and annuity contracts, or hedge fund fees and
expenses. Some other types of assets would also be subject to additional advisory and other

Form ADV Part 2A
Firm Brochure – May 2026

fees/expenses, which are described in the prospectuses or other offering documents of those
investments and paid by the investments, but ultimately borne by the investor.
All fees are negotiated with the Client at the Company’s discretion. The following services are offered
to Clients at no charge as an added benefit. However, if a Client has a situation that is complex and
goes beyond the basic needs, the Company reserves the right to negotiate a fee with the Client.
       - Educational Seminars and Workshops             - Insurance and Liability Management
       - Estate Planning Services                       - Retirement Planning and Pension
       - Financial Planning                             - Consulting Services

Wrap-Fee Accounts: All Clients in a Wrap-Fee Program pay a single fee for services, including but
not limited to, investment advisory services, portfolio management, brokerage, custodial, and other
associated account fees. This type of account allows Clients the ability to trade in certain investment
products without incurring additional fees. The Company receives a portion of the wrap-fee for its
services. The overall cost that the Client will incur if they participate in the Wrap-Fee Program may
be higher or lower than the Client might incur by separately purchasing the types of securities available
in the Program.

Performance-Based Fees – Meyers Wealth Management, LLC does not accept nor charge
performance-based fees, which are fees based on a share of capital gains or capital appreciation of the
assets in a Client’s account or any portion thereof. All fees charged by the Company are asset-based.

Minimum Account Size – The Company does not have a minimum or maximum account size.
However, this may change at the Company’s discretion.

Fees for Non-Account Investment Services

In consideration of the Non-Account Investment Services provided by MWM described in Item 5
above, the Client and MWM will enter into an addendum to the Investment Management Agreement
(the “Addendum”) whereby the Client agrees to pay an investment servicing fee to MWM at an annual
rate of 0.50% of the fair market value of the Client’s investment in each Non-Account Investment (the
“Investment Servicing Fee”). The Investment Servicing Fee will be paid quarterly in arrears (i.e.,
0.125% per quarter) based on the fair market value of the Client’s investment in each Non-Account
Investment on the last business day of the previous calendar quarter, as determined by the Non-
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Item 7 – Types of Clients
Meyers Wealth Management, LLC provides Portfolio Management Services to individuals, and/or
businesses on a Discretionary and Non-Discretionary basis. As an added benefit and part of the
Company’s portfolio management services, the Company may offer to its Clients the following
services at no additional charge: Financial Planning, Retirement Plan Advisory and Pension
Consulting, Educational Seminars and Workshops, Insurance and Liability Management, and Estate
Planning to its Clients. The Company’s Clients include individuals, high-net-worth individuals,
pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other
business entities. Currently there is no minimum or maximum account size.