Petersen Hastings Wealth Advisors Inc

Item 5 – Fees and Compensation
The specific manner in which fees are assessed is established in our Investment Advisory Agreement with you.
Fee Schedule

                               Petersen Hastings Wealth Advisors, Inc.
                                       ADV Part 2A Brochure

Petersen Hastings provides investment management services, according to the following account categories, for a
fee calculated as a percentage of account assets under management.

Managed Accounts with Financial Planning
                   Portfolio Value               Quarterly Rate         Annualized Rate
                   First $500,000                0.3000%                1.20%
                   Next $1,500,000               0.2000%                0.80%
                   Next $3,000,000               0.1500%                0.60%
                   Next $15,000,000              0.1000%                0.40%
                   Next $30,000,000              0.0750%                0.30%
                   Above $50,000,000             0.0500%                0.20%
                   Minimum Fee                   $500.00                $2,000.00

Managed Accounts without Financial Planning
                   Portfolio Value               Monthly Rate           Annualized Rate
                   Above $5.00                   0.0417%                0.50%
                   Minimum Fee                   $1.00                  $12.00

Unless otherwise agreed, in writing, the Managed Accounts without Financial Planning fee arrangement is generally
only made available with respect to investment assets managed through our GrowWealth Digital Strategies program.

Managed Accounts Flat Rate with Financial Planning
                   Portfolio Value               Monthly Rate           Annualized Rate
                   Above $25,000.00              $350.00                $4,200.00

Unless otherwise agreed, in writing, the Managed Accounts Flat Rate with Financial Planning fee arrangement is
generally only made available with respect to investment assets maintained through TIAA CREF and for which we
are unable to directly debit our fee.

Retirement Plan and Charitable Foundation Accounts
                   Portfolio Value               Quarterly Rate         Annualized Rate
                   First $5,000,000              0.2000%                0.80%
                   Next $5,000,000               0.1000%                0.40%
                   Next $40,000,000              0.0750%                0.30%
                   Next $50,000,000              0.0500%                0.20%
                   Above $100,000,000            0.0375%                0.15%
                   Minimum Fee                   $250.00                $1,000.00

                                 Petersen Hastings Wealth Advisors, Inc.
                                         ADV Part 2A Brochure

Hourly Rates
Periodically, for advisory situations when time and resources cannot be clearly determined upfront, an hourly fee
arrangement may be available. The hourly rates are $400 for advisors and $250 for staff. Hourly charges will
continue only for necessary work beyond the initial notification date.
Fee Billing
Our investment fees typically are based upon market values of all managed assets in your account(s) on the last day
of each calendar month (for Managed Accounts without Financial Planning) or quarter (for all other accounts). Fees
are billed monthly or quarterly, as applicable, and payable in advance for the applicable time period of services
rendered. Management fees shall not be pro-rated for each capital contribution and withdrawal made during the
applicable calendar month or quarter. You may elect to have our fees billed directly or authorize us to directly debit
this fee from your account(s). If there is no ready market for an asset that is under our management, rendering it
illiquid, then said asset with be excluded from our management fee. By excluding this asset from our management
fee, the assigned value will be reliant on the issuer. Clients will receive a statement from their custodian at least
quarterly indicating all transactions in their accounts, including the deduction of our advisory fee. Clients are
encouraged to carefully review the advisory fee deducted from their accounts, as the custodian will not, and to
report any issues promptly. Our fees may be negotiated in certain circumstances. Clients are advised that the fee
practices of separately managed account programs and third-party investment managers, including with respect to
fee timing, frequency, valuation, payment, and calculation methodology, may differ from the practices of Petersen
Hastings and shall apply to any assets allocated to such outside manager(s). The specific fee practices of a retained
outside manager will be disclosed to the client prior to or at the time of allocation, through delivery of the outside
manager’s Form ADV Part 2A or similar disclosure document.
Other Fees
Broker-dealers / custodians charge transaction fees for executing certain securities transactions according to their
fee schedule and they or their affiliated or unaffiliated custodians may impose additional charges for custodial
services and other fees associated with maintaining the client’s account. The amount of the commissions,
transaction fees and custodial fees may vary depending upon the following factors: the broker-dealer/custodian
utilized; the amount of assets under management or custodied; the type of asset (e.g., equity, ETF, mutual fund,
fixed income product); and whether clients receive their account statements electronically or by hard copy. Our fees
are exclusive of brokerage commissions, transaction fees, and other investment related costs and expenses. Some
of these additional costs are described below. Please contact us for information about specific fee amounts charged
by the financial institutions listed below.
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Item 7 – Types of Clients
We provide portfolio management services to individuals, high net worth individuals, corporate pension and profit-
sharing plans, charitable organizations, corporations, trusts, and other types of U.S. businesses.
We generally require a minimum account size of $50,000 for new clients with financial planning services. There are
no such minimum account sizes for new clients without financial planning services. Our minimum account fees are
set forth above in Item 5. We may waive account minimums in certain circumstances. Separately managed account
programs and third-party investment managers may apply different minimum account size or minimum annual fee
requirements, which requirements will apply to any client assets allocated to such outside manager(s).