Moulton Wealth Management Inc

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 ASSET MANAGEMENT
 Fees for these services range from .75-1.25%. Please see Form ADV2A & 2B – WRAP
 Brochure Appendix for specifics.
 SEMINARS AND WORKSHOPS
 MWM holds seminars and workshops to educate the public on different types of
 investments and the different services they offer. The seminars are educational in nature
 and no specific investment or tax advice is given.
 MWM does not charge a fee for attendance to these seminars.
Client Payment of Fees
 Investment management fees are billed quarterly in arrears, meaning that we invoice you
 after the billing period. Fees are usually deducted from a designated Client account to
 facilitate billing. The Client must consent in advance to direct debiting of their investment
 account.
 MWM, in its discretion, may waive its minimum fee and/or charge a lesser investment
 advisory fee based upon certain criteria (e.g., historical relationship, type of assets,
 anticipated future earning capacity, anticipated future additional assets, dollar amounts of
 assets to be managed, related accounts, account composition, negotiations with Clients,
 etc.).
Additional Client Fees Charged
 Custodians may charge transaction fees on purchases or sales of certain mutual funds,
 equities, and exchange-traded funds. These charges may include mutual fund transaction
 fees, postage and handling and miscellaneous fees.
 For more details on the brokerage practices, see Item 12 of this brochure.
Prepayment of Client Fees
 MWM does not require any prepayment of fees.
External Compensation for the Sale of Securities to Clients
 Neither MWM, nor its affiliates receive any additional compensation for the sale of
 securities.

Item 7: Types of Clients
Description
 MWM generally provides investment advice to individuals, high net worth individuals and
 trusts.
 Client relationships vary in scope and length of service.
Account Minimums
 MWM requires a minimum of $350,000 to open an account. In certain instances, the
 minimum account size may be lowered or waived.