Mowery & Schoenfeld Wealth Management LLC

Item 5: Fees and Compensation

A. Methods of Compensation and Fee Schedule

 Portfolio Management Services
Our fee for portfolio management services is based on a percentage of the assets in your
account and is set forth in the below annual fee schedule.

            Part 2A of Form ADV: Mowery & Schoenfeld Wealth Management, LLC Brochure

Item 7: Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high
net worth individuals, and pension and profit sharing plans (but not the plan participants).
In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At
our discretion, we may waive this minimum account size. For example, we may waive the
minimum if you appear to have significant potential for increasing your assets under our
management. We may also combine account values for you and your minor children, joint
accounts with your spouse, and other types of related accounts to meet the stated minimum.