Onyx Bridge Wealth Group LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Asset Management Fees:

Please see our Wrap Fee Program Brochure for information regarding our fees and compensation
for Wrap Asset Management services.

Financial Planning & Consulting:

Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total
estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
engagement with the client. The maximum hourly fee to be charged for our financial planning and
consulting services will not exceed $500; and flat fees to be charged for such services will not exceed
$10,000. The fee-paying arrangements will be determined on a case-by-case basis and will be
detailed in the signed consulting agreement. Our firm will not require a retainer exceeding $1,200
when services cannot be rendered within 6 months.

Retirement Plan Consulting:

Our Retirement Plan Consulting services are billed on the percentage of plan assets under
management or, in select cases, based on a flat fee as described below, in either case as agreed with
the client. The total estimated fee, as well as the ultimate fee charged, is based on the scope and
complexity of our engagement with the client. Fees based on a percentage of managed Plan assets
will not exceed 1.00%. Our fee for Retirement Plan Consulting services is negotiable, depending on
individual client circumstances. For example, instead of the above 1.00%-based fee for Retirement

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Plan Consulting services, we and the client may agree to have an annual flat fee for such services;
provided, that, in order to have a flat fee arrangement with us, client must have one or more accounts
with us with assets under management equal to $2,500,000 or greater (“AUM threshold”). If the AUM
threshold is met at the time of contracting, Client may be charged a flat fee of up to $100,000.

As the fee for our Retirement Plan Consulting services is annual, it is charged to client each year,
regardless of whether a percentage-based fee or a flat fee is chosen. The fee arrangement for our
Retirement Plan Consulting services will be determined on a case-by-case basis and will be detailed
in the signed agreement for such services between us and the client.

We may modify the fee for our Retirement Plan Consulting services at any time upon 30 days prior
written notice to client.

Tax Management Strategies:

Clients invested in 351 Exchange Vehicles bear their pro rata share of the internal expenses of those
vehicles, similar to those of any ETF, which are separate from and in addition to the advisory fees
charged by us.

Donor Advised Funds:

In connection with our advisory services for Donor-Advised Funds, we may charge an asset-based
fee for managing the investments held within the DAF. Additionally, clients may be subject to fees
imposed by the DAF sponsor, which are not collected by us.

Corporate Trustees:

If Schwab serves as a corporate trustee, clients may be subject to fees charged by Schwab for its
trustee services. These fees are separate from the fees charged by our firm for advisory services.

Other Types of Fees & Expenses

Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
disclosed in the fund’s prospectus (i.e., fund management fees, initial or deferred sales charges,
mutual fund sales loads, 12b-1 fees, surrender charges, variable annuity fees, IRA and qualified
retirement plan fees, and other fund expenses), mark-ups and mark-downs, spreads paid to market
makers, fees for trades executed away from custodian, wire transfer fees and other fees and taxes on
brokerage accounts and securities transactions. Our firm does not receive a portion of these fees.

Wrap clients will not incur transaction costs for trades by their chosen custodian. More information
about this can be found in our separate Wrap Fee Program Brochure.

IRA Rollover Considerations: As a normal extension of financial advice, we provide education or
recommendations related to the rollover of an employer-sponsored retirement plan. A plan
participant leaving employment has several options. Each choice offers advantages and
disadvantages, depending on desired investment options and services, fees and expenses,
withdrawal options, required minimum distributions, tax treatment, and the investor's unique
financial needs and retirement plans. The complexity of these choices may lead an investor to seek
assistance from us.

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An Associated Person who recommends an investor roll over plan assets into an Individual
Retirement Account (“IRA”) may earn an asset-based fee as a result, but no compensation if assets
are retained in the plan. Thus, we have an economic incentive to encourage an investor to roll plan
assets into an IRA. In most cases, fees and expenses will increase to the investor as a result because
the above-described fees will apply to assets rolled over to an IRA and outlined ongoing services will
be extended to these assets.

We are fiduciaries under the Investment Advisers Act of 1940 and when we provide investment
advice to you regarding your retirement plan account or individual retirement account, we are also
fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the
Internal Revenue Code, as applicable, which are laws governing retirement accounts. We have to act
in your best interests and not put our interest ahead of yours. At the same time, the way we make
money creates some conflicts with your interests.
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Item 7: Types of Clients & Account Requirements

Our firm has the following types of clients:
   • Individuals and High Net Worth Individuals;
   • Trusts, Estates or Charitable Organizations;
   • Pension and Profit-Sharing Plans;
   • Corporations, Limited Liability Companies and/or Other Business Types

Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
us.