Mile Wealth Management LLC

Item 5: Fees and Compensation
Please note, unless a client has received our Firm Brochure at least 48 hours prior to signing their advisory
agreement, the agreement may be terminated by the client within five business days of signing without
incurring any penalties or fees.
How we are paid depends on the type of advisory service we provide. Please review the fee and
compensation information below. Fees could be negotiable based on factors such as the complexity of your
financial situation or total assets under management. Complexity considers various factors of the client’s
financial circumstances, such as income, assets, liabilities, marital and family status, employment status,
and number of financial areas that need to be addressed. In addition, we reserve the right to offer fee
waivers or discounts at our sole discretion. Therefore, some clients could pay different fees than the fee
schedules shown below. Your exact fee and other terms will be outlined in your advisory agreement.

Advisory Services Fees
Investment Management Services
For our Investment Management Services, the standard advisory fee is based on the market value of the
client’s assets under management and is calculated as follows:
                                  Account Value            Annual Advisory Fee
                                 $0 – $1,000,000                  0.80%
                             $1,000,001 – $3,000,000              0.50%
                             $3,000,001 – $5,000,000              0.40%
                            $5,000,001 – $10,000,000              0.30%
                              $10,000,001 and above               0.20%
This is a blended fee across all aggregated accounts within a household over which MWM has discretion,
including cash and cash equivalents. This means that different fees are applied to the different levels of
assets as shown in the above chart, resulting in a combined weighted fee. For example, a client household
with aggregated accounts valued at $5,000,000 would pay an effective fee of 0.52% or $26,000 for the
year. The quarterly fee is determined by the following calculation: (($1,000,000 x 0.80%) + ($2,000,000 x
0.50%) + ($2,000,000 x 0.40%)) ÷ 4 = $6,500.
The minimum annual fee is $4,800 per year. Fees are prorated and paid in arrears on a quarterly basis,
based on the account values as of the last day of the previous quarter. For clients with more than $600,000
in assets under management, Comprehensive Financial Planning Services are included for no additional
fee. Deposits or withdrawals made near the end of billing periods may cause account values used on MWM
billing statements to differ from brokerage account statements. Fees are typically directly debited from client
accounts, or the client may choose to pay by check or electronic funds transfer.
If there are cash flows of $10,000 or greater into or out of a client portfolio on any single day in the billing
period, that movement of money will be segregated from the rest of the account and charged based on the
number of days that money was managed by MWM. For example, if a client transfers $75,000 into an

account three days prior to the quarter end, an adjustment will be made so that $75,000 will only be charged
for the three days that it was managed by MWM.
Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the
number of days remaining in the billing period. An account may be terminated with written notice at least
15 calendar days in advance. Since fees are paid in arrears, no refund will be needed upon termination of
the account.
Comprehensive Financial Planning Services
Comprehensive Financial Planning Services are only provided in conjunction with Investment Management
Services and for clients with more than $600,000 in assets under management. This service is included in
the fee for Investment Management Services outlined above, and no other fees will be charged.
This service may be terminated with 30 days’ written notice. Upon termination, the final fee will be prorated
based on the number of days remaining in the billing period. After deducting the final fee, the balance of
any unearned fee will be refunded to the client promptly.
Project-Based Financial Planning Services
Project-Based Financial Planning Services are offered for a fixed fee, typically ranging between $500 to
$3,500, based on complexity. The fixed fee will be agreed upon before the start of any work and outlined in
your advisory agreement. With this engagement, half of the fee is due at the beginning of the process and
the remainder is due at completion of work. However, MWM will not bill an amount of $1,200 or more six
months or more in advance. Fees for this service may be paid by electronic funds transfer or check.
Typically, this engagement will automatically terminate upon completion of the project, or it may be
terminated earlier upon written notice. If termination occurs prior to completion of the engagement, the initial
half of the fee paid upfront will be non-refundable, and no further fees will be charged.
Hourly Financial Planning Services
Hourly Financial Planning Services are typically offered at a rate of $250 to $350 per hour, depending on
complexity. The fee is due at completion of the engagement. In the event of early termination by client, any
fees for the hours already worked will be due. Fees for this service may be paid by electronic funds transfer
or check.
Typically, this engagement will automatically terminate upon completion of the agreed-upon work, or it may
be terminated earlier upon written notice. If termination occurs prior to completion of the engagement, the
client will be responsible for payment of services provided prior to termination.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.
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Item 7: Types of Clients
We provide Investment Management and Financial Planning Services to individuals, including high net
worth individuals.
We do not require a minimum amount of investable assets to receive our services. However, the minimum
annual fee for our Investment Management Services is $4,800 per year and we only provide
Comprehensive Financial Planning Services, in conjunction with Investment Management Services, to
clients with at least $600,000 in assets under management.