Old Bridge Wealth Inc

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

 Total Assets Under Management              Annual Fees
 All Assets                                 2.00%

OBWI uses the value of the account as of the last business day of the billing period for purposes of
determining the market value of the assets upon which the advisory fee is based.

These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory
agreement. Clients may terminate the agreement without penalty for a full refund of OBWI's fees within
five business days of signing the Investment Advisory Contract. Thereafter, clients may terminate the
Investment Advisory Contract generally with 1 days' written notice.

Selection of Other Advisers Fees

Clients will pay OBWI its standard fee in addition to the standard fee for the advisers to which it directs
those clients. This relationship will be memorialized in each contract between OBWI and each third-party
adviser. The fees will not exceed any limit imposed by any regulatory agency.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's
written authorization on a monthly basis. Fees are paid in arrears.

Payment of Selection of Other Advisers Fees

The timing, frequency, and method of paying fees for selection of third-party managers will depend on the
specific third-party adviser selected.

C. Client Responsibility For Third Party Fees

Clients are responsible for the payment of all third party fees (i.e. custodian fees, brokerage fees, mutual
fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged
by OBWI. Please see Item 12 of this brochure regarding broker-dealer/custodian.

D. Prepayment of Fees

OBWI collects its fees in arrears. It does not collect fees in advance.

E. Outside Compensation For the Sale of Securities to Clients

Giovanni Treglia and Michael Henry Mongiello in their outside business activities (see Item 10 below) are
licensed to accept compensation for the sale of investment products to OBWI clients. This presents a
conflict of interest and gives the supervised person an incentive to recommend products based on the

Old Bridge Wealth Inc.                                                            Form ADV Part 2A Brochure

compensation received rather than on the client’s needs. When recommending the sale of securities or
investment products for which the supervised persons receives compensation, OBWI will document the
conflict of interest in the client file and inform the client of the conflict of interest. Clients always have the
right to decide whether to purchase OBWI-recommended products and, if purchasing, have the right to
purchase those products through other brokers or agents that are not affiliated with OBWI.

Item 7: Types of Clients

OBWI generally provides advisory services to the following types of clients:

    •   Individuals
    •   High-Net-Worth Individuals
    •   Corporations or Business Entities

There is no account minimum for any of OBWI’s services.