Mokan Wealth Management Inc

Item 5: Fees and Compensation
Please note, unless a Client has received the firm’s Disclosure Brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the Client within five (5)
business days of signing the contract without incurring any advisory fees. How we are paid depends on the type of
advisory service we are performing. Please review the fee and compensation information below.
Ongoing Financial Planning & Investment Management Fees
Our standard advisory fee is based on the market value of the assets under management and is calculated as
follows: The annual fees are negotiable, pro-rated, and paid in arrears on a monthly basis based on the average
daily balance of the assets of the previous month. The annual advisory fee ranges between 1% and 1.5% of the

market value of all assets under management. No increase in the annual fee shall be effective without agreement
from the Client by signing a new agreement or amendment to their current advisory agreement. Ongoing financial
planning is included at no additional cost for all assets under management. Financial planning for assets not under
management of the firm will be charged an additional fee for either Ongoing Financial Planning or a Financial
Plan Creation.

We calculate period-end account values after all dividends settle in the account. Therefore, the account value used
to calculate advisory fees may differ from that of the custodial account statement. Our billing invoice will indicate
the total account value used to calculate the advisory fee.
Advisory fees are directly debited from Client accounts. Accounts initiated or terminated during a month will be
charged a pro-rated fee based on the amount of time 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.
Ongoing Financial Planning
Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $500 - $750
per month. The fee may be negotiable in certain cases. Fees for this service may be paid through AdvicePay. The
term of this Agreement shall commence on the Effective Date and shall continue until either party gives the other
party written notice of termination in which case termination shall be effective within 5 business days. Upon
termination of any agreement, the fee will be prorated and billed to the Client.
Ongoing Financial Planning Services for High-Net-Worth Clients
This service consists of an ongoing fee that is paid monthly, in arrears, at the rate of $2,000 - $5,000 per month.
The fee may be negotiable in certain cases. Fees for this service may be paid through AdvicePay. The term of this
Agreement shall commence on the Effective Date and shall continue until either party gives the other party written
notice of termination in which case termination shall be effective within 5 business days. Upon termination of any
agreement, the fee will be prorated and billed to the Client.
Financial Plan Creation Fees
Financial Planning Creation engagements are offered for a fee of $2,500 - 3,500. The fee may be negotiable in
certain cases with the total fee due at the completion of the engagement. In the event of early termination by the
Client, any fees for the hours already worked will be due. Fees for this service may be paid by AdvicePay. The
term of this Agreement shall commence on the Effective Date and shall continue until the delivery of the
completed financial plan or until either party gives the other party written notice of termination, in which case
termination shall be effective within 5 business days.
Other Types of Fees and Expenses
Fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which may be
incurred by the Client. Clients may incur certain charges imposed by custodians, brokers, and other third parties
such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer, and electronic
fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual fund and exchange-
traded funds also charge internal management fees, which are disclosed in a fund's prospectus. Such charges, fees,
and commissions are exclusive of and in addition to our fee, and we shall not receive any portion of these
commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for Client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).

Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals and high net-worth individuals,.
We do not have a minimum account size requirement.