Oldfield Wealth Partners LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

       Total Assets Under Management                   Annual Fees
       $0 – $999,999                                   1.5%
       $1,000,000 – $4,999,999                         1.25%
       $5,000,000 – $9,999,999                         1.0%
       $10,000,000 and up                              negotiable

Fees are payable every quarter in advance based on the quarter-end Account(s) balance.
The Account(s) value utilized shall be as reported by the Custodian. Fees are prorated
based on the number of days service is provided during each billing period.

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 OWP’s fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract generally
with 30 days' written notice.

Financial Planning Fees

Fixed Fees

The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000.

Clients may terminate the agreement without penalty, for full refund of OWP’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

B. Payment of Fees

Payment of Financial Planning Fees

Financial planning fees are paid via check and wire.

Fixed financial planning fees are paid 100% in advance, but never more than six months
in advance.

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 OWP. Please see Item 12 of this brochure
regarding broker-dealer/custodian.

D. Prepayment of Fees

OWP collects fees in advance. Refunds for fees paid in advance but not yet earned will be
refunded on a prorated basis and returned within fourteen days to the client via check, or
return deposit back into the client’s account.

Fixed fees that are collected in advance will be refunded based on the prorated amount of
work completed at the point of termination.

E. Outside Compensation For the Sale of Securities to Clients

Nathan Allen Freeman in his outside business activities (see Item 10 below) is licensed to
accept compensation for the sale of investment products to OWP clients. This presents a
conflict of interest and gives the supervised person an incentive to recommend products
based on the 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, OWP 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 OWP-recommended products and, if purchasing, have the right to
purchase those products through other brokers or agents that are not affiliated with OWP.

Commissions are not OWP’s primary source of compensation for advisory services.
Advisory fees that are charged to clients are not reduced to offset the commissions or
markups on securities or investment products recommended to clients.

Item 7: Types of Clients

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

           ❖       Individuals
           ❖       High-Net-Worth Individuals

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