Moller Wealth Partners Inc

Fees	and	Compensation
Compensation	Schedule
Moller	Wealth	Partners	is	a	fee-only	advisory	firm.	Clients	pay	the	company	directly	for
financial	advice	and	services.	Moller	Wealth	Partners	does	not	accept	commissions	or
compensation	from	third	parties.	Below	is	a	schedule	of	fees	for	our	services.		All	fees	are
billed	quarterly,	in	arrears.
The	annual	fee	for	investment	management	services	provided	are	based	upon	a	percentage
(%)	of	the	market	value	of	the	Assets	under	management	in	accordance	with	the	fee
schedule	in	the	Agreement	signed	by	the	Client.		Moller	Wealth	Partners	considers	cash	to
be	an	asset	class	and	part	of	Assets	under	management	and	subject	to	the	same	fee
calculation	as	the	Client’s	non-cash	investments.
Financial	Plan

    •   $2,000
Investment	Management

    •   1.00%	per	annum	of	first	$1,000,000	of	assets;

    •   0.50%	per	annum	of	next	$4,000,000	of	assets;

    •   0.35%	per	annum	on	all	assets	above	$5,000,000
Minimum	Fee	(Quarterly)

    •   Comprehensive	Wealth	Management:	$2,000

    •   Asset	Management:	$750
Moller	Wealth	Partners	may	make	other	service	and	fee	arrangements	at	our	discretion.

                                     Moller	Wealth	Partners

Billing
Clients	may	pay	by	check	or	authorize	Moller	Wealth	Partners	to	directly	debit	their
Schwab	account.	The	invoice	amount	is	based	on	the	account	value	at	the	end	of	each
calendar	quarter.	If	you	begin	or	end	management	services	during	a	calendar	quarter,	we
will	charge	a	prorated	fee.
Billing	Other	Costs
The	client	may	incur	expenses	in	addition	to	Moller	Wealth	Partners’	fees	including:

    •	   mutual	fund	and	exchange	traded	fund	expenses

    •	   brokerage	commissions

    •	   transaction	fees

    •	   custodial	fees

    •	   wire	transfer	and	electronic	fund	fees

    •	   taxes
Moller	Wealth	Partners	does	not	receive	any	portion	of	these	expenses.

The	Brokerage	Practices	section	describes	the	factors	that	Moller	Wealth	Partners
considers	in	selecting	broker-dealers,	such	as	Charles	Schwab,	for	client	transactions	and
determining	the	reasonableness	of	their	expenses.

Clients	are	also	responsible	for	compensation	paid	to	attorneys,	accountants,	agents,	and
brokers	whom	they	choose	to	implement	legal,	tax,	or	insurance	parts	of	their	plan.

Types	of	Clients
Moller	Wealth	Partners	generally	provides	investment	advice	to	individuals,	families,	and
trusts.	Client	relationships	vary	in	scope	and	length	of	service.	We	do	not	impose	a
minimum	dollar	value	of	assets	or	other	conditions	for	opening	or	maintaining	an	account,
but	do	have	a	minimum	quarterly	fee	(see	Fees	and	Compensation	section).

                                    Moller	Wealth	Partners

Methods	of	Analysis,	Investment	Strategies	and	Risk	of	Loss
Investment	Strategy
Moller	Wealth	Partners	considers	a	client’s	financial	resources,	objectives,	and	tax	situation
when	developing	and	managing	an	investment	strategy.	We	discuss	the	recommended
strategy	with	the	client	during	the	Financial	Plan	meeting	and	provide	updates	with	our
quarterly	reports.
We	generally	use	low-cost	mutual	funds	and	exchange-traded	funds	(ETFs).	The
investments	we	select	may	be	limited	to	available	choices	within	a	client’s	retirement	plan.
We	use	these	funds	to	invest	in	stock,	bond	and	commodity	asset	classes,	domestic	and
international	regions,	and	business	sectors.
Moller	Wealth	Partners	uses	the	following	investment	strategy.	We	may	manage	a	client’s
portfolio	with	a	single	approach	or	a	combination	of	multiple	strategies.

    1. Strategic	Asset	Allocation	allocates	a	targeted	percentage	to	asset	classes	such	as
       stocks,	bonds,	and	cash.	We	regularly	monitor	the	portfolio	for	opportunities	to
       rebalance.	When	an	asset	class	declines	in	price	relative	to	the	portfolio,	we	purchase
       more	shares.	When	an	asset	class	increases	in	value,	we	sell	some	shares.	By
       maintaining	a	fully	invested	asset	allocation,	we	are	able	to	diversify	and	keep
       transaction	costs	low.	However,	the	portfolio	may	experience	declines	similar	to	that
       of	the	stock	market.
Method	of	Analysis
Moller	Wealth	Partners	analyzes	different	characteristics	when	selecting	investments
including:	asset	class,	cost,	performance,	strategy,	and	size.	The	main	sources	of
information	include	Morningstar,	investment	companies,	fund	prospectuses,	financial
publications,	websites,	and	research	materials	prepared	by	others.	Employees	of	Moller
Wealth	Partners	also	attend	conferences	and	visit	with	investment	company	personnel.
Certain	investments	apply	fundamental	analysis.	These	mutual	funds	and	ETFs	use
financial	information	such	as	sales,	cash	flow,	dividends,	and	buybacks	to	determine	how
much	to	invest	in	a	company.
Risk	of	Loss
Investing	in	securities	involves	risk	of	loss	that	clients	should	be	prepared	to	bear.