Palante Wealth Advisors LLC

Item 5 - Fees and Compensation

How we are paid depends on the type of advisory service we are performing. Please review
the fee and compensation information below.

Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and
is calculated as follows:

                      Assets Under Management              Annual Fee

                 $0-$2,000,000                          1.25%

                 $2,000,001-$4,000,000                  1.00%

                 $4,000,001-$7,500,000                  0.75%

                 $7,500,001-$10,000,000                 0.70%

                 Over $10,000,000                       0.67%

Advisory fees are directly debited from client accounts, or the client may choose to pay by
check. 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. Upon termination of the
account, any unearned fee will be refunded to the client.

Limited Negotiability of Advisory Fees
Although Palante Wealth Advisors has established the above-referenced fee schedule(s), we
retain the discretion to negotiate alternative fees on a client-by-client basis. Client facts,
circumstances, and needs are considered in determining the fee schedule. These include the
complexity of the client, assets to be placed under management, anticipated future additional
assets, related accounts, portfolio style, account composition, and reports, among other
factors. The specific annual fee schedule is identified in the contract between the adviser and
each client.

We may group certain related client accounts for the purposes of achieving the minimum
account size requirements and determining the annualized fee.

Discounts, not generally available to our advisory clients, may be offered to family members
and friends of associated persons of our firm.

Fees Billed in Arrears
Our advisory fees are charged in arrears as set forth below.

In arrears: Advisory fees are billed in arrears at the end of each calendar quarter based upon
the average daily asset value (market or fair market value in the absence of market value), of
the client's account at quarter-end.

When authorized by the client, fees are debited from the account in accordance with the
terms set forth in the Investment Advisory Agreement.

GENERAL INFORMATION

Termination of the Advisory Relationship
A client agreement may be canceled at any time, by either party, for any reason upon receipt
of 30 days written notice. As disclosed above, certain fees are paid in advance of services
provided.

Upon termination of any account, any prepaid, unearned fees will be promptly refunded. In
calculating a client's reimbursement of fees, we will pro rate the reimbursement according to
the number of days remaining in the billing period.

Other Types of Fees and Expenses
When implementing an investment recommendation, the client may incur additional fees
such as brokerage commissions, transaction fees, and other related costs and expenses.
Clients may incur certain charges imposed by broker-dealers, 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 and custodians 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. We do not
charge fees for any educational workshops provided to clients or their family members.

Advisory Fees in General
Clients should note that similar advisory services may (or may not) be available from other
registered (or unregistered) investment advisers for similar or lower fees.

Limited Prepayment of Fees
Under no circumstances do we require or solicit payment of fees in excess of $500 more than
six (6) months in advance of services rendered.

Item 7 - Types of Clients

Palante Wealth Advisors provides advisory services to individuals, trusts, estates.

Our firm does not have a minimum account size requirement. However, we reserve the right
to select only those clients who we believe will benefit from our planning.