Nerdwallet Wealth Partners LLC

Item 5: Fees and Compensation
We charge either a flat fee or an asset-under-management fee depending on your account size. The following
describes the fees and compensation associated with our Investment Management Services.

Investment Management Services

Flat Fee

Our standard Adviser flat fee is calculated as follows:

                       Account Value                             Annual Advisory Fee
                      Below $100,000                                      $900

Our flat fees are billed quarterly in arrears and are generally deducted directly from the Client’s custodial
account pursuant to the Client’s authorization.

Assets Under Management Fee

Our standard Adviser assets under management fee is based on the market value of the assets under
management and is calculated as follows:
                       Account Value                              Annual Advisory Fee
                    $100,000 - $499,999                                   0.90%
                    $500,000 - $999,999                                   0.80%
                  $1,000,000 - $2,499,999                                 0.70%
                  $2,500,000 - $4,999,999                                 0.60%
                  $5,000,000 - $9,999,999                                 0.50%
                  $10,000,000 and Above                                   0.40%

The annual advisory fee is negotiable and paid quarterly in arrears. For assets under management fees, the
advisory fee is calculated based on the market value of assets under management as of the last day of the
applicable quarter. The applicable annualized fee rate is prorated based on the actual number of days in the
quarter to determine the quarterly advisory fee.

Please note that if a Client does not receive the Firm’s Disclosure Brochure at least 48 hours prior to signing
the investment advisory agreement, the agreement may be terminated by the Client within five (5) business
days of signing the agreement without incurring advisory fees.

NWWP retains the discretion to negotiate, reduce, or waive fees on a client-by-client basis, which may result
in fees that differ from the standard fee schedules described above. In addition, NWWP may combine the
account values of family members living in the same household for purposes of determining the applicable
advisory fee. For example, NWWP may combine account values for spouses, minor children, joint accounts,
and other related accounts. Combining account values may increase the total assets eligible for breakpoint
pricing, which could result in a lower overall advisory fee.

Advisory fees are directly debited from Client accounts. Accounts initiated or terminated during a calendar
quarter 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 30 calendar days in advance. Since fees are paid in
arrears, no refund will be needed upon termination of the account.

Other Types of Fees and Expenses
Our 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).

We do not accept compensation for the sale of securities or other investment products including asset-based
sales charges or service fees from the sale of mutual funds.

Selection of Other Advisers
Clients who utilize a strategy managed by a third-party adviser will pay the third-party adviser’s fee in
addition to the advisory fee charged by our firm. third-party adviser fees are separate from, and in addition
to, our advisory fees and may be billed directly by the third-party adviser or deducted from the Client’s
custodial account.

Assets managed by a third-party adviser are included in the calculation of our advisory fee. Our advisory
fee is determined according to the fee schedule described in the Investment Management Services section of
this brochure. As a result, Clients who participate in a strategy managed by a third-party adviser will pay
both our advisory fee and the third-party adviser’s fee.

In addition to our advisory fee and any third-party adviser fees, Clients may incur charges from custodians,
broker-dealers, mutual funds, exchange-traded funds, and other third-party service providers. These fees are
not included in our advisory fee and are paid by the Client. We do not receive any portion of the fees charged
by third-party advisers or other third-party providers.

Third-party advisers are selected based solely on the best interests of the Client, and Clients will receive all
required disclosure documents for any third-party adviser that manages assets in their account.

Third-party adviser fees may vary based on the specific investment strategy selected and related strategy
features. For certain options-based strategies, third-party adviser fees may be calculated based on the
notional size of option positions or synthetic loan exposure rather than the value of assets invested, and such
fees may be charged on a periodic basis. Clients should refer to the applicable third-party adviser’s Form
...

Item 7: Types of Clients
We provide advisory services to individuals, high net-worth individuals and charitable organizations.

While we do not have a minimum account size for Investment Management services, we do impose a
minimum annual fee of $900 for accounts with assets under $100,000, billed quarterly in arrears.