Peterson Wealth Advisors LLC

Item 5.        Fees and Compensation

Portfolio Management Services

For this service, we are compensated based on a tiered percentage of assets under our management. The
management fee is calculated by applying different rates to different portions of the portfolio, in
accordance with the following schedule:

Assets Under Management ($) Tiers                                Annual Fee (%)

Tier 1: First $250,000 ($0 to $250,000)                                  1.40%
Tier 2: Next $250,000 ($250,001 to $500,000)                             1.30%
Tier 3: Next $250,000 ($500,001 to $750,000)                             1.20%
Tier 4: Next $250,000 ($750,001 to $1,000,000)                           1.10%
Tier 5: Next $1,000,000 ($1,000,001 to $2,000,000)                       1.00%
Tier 6: Next $3,000,000 ($2,000,001 to $5,000,000)                       0.75%
Tier 7: Next $5,000,000 ($5,000,001 to $10,000,000)                      0.65%
Tier 8: $10,000,001 and above                                            0.60%

Example: A client with $3,000,000 in assets under management would pay an effective annual fee of
1.0% which is a compilation of tiers 1 through 6.

We will generally directly debit client custodial accounts for portfolio management fees. Portfolio
management fees are billed quarterly in advance at the beginning of each quarter, based upon the
portfolio value on the last day of the previous calendar quarter.

Fees in General

Fees and account minimums for all services are negotiable based upon certain criteria (i.e. anticipated
future earning capacity, anticipated future additional assets, dollar amount of assets to be managed,
related accounts, account composition, negotiations with client, competitive considerations, etc.).
Discounts, not generally available to our advisory clients, may be offered to family members and friends.

We may group certain related client accounts for the purposes of determining the account size and/or
annualized fee.

Certain legacy client agreements may be governed by fee schedules different from those listed above.

Under no circumstances will we earn fees in excess of $1,200 more than six months in advance of
services rendered.

Account Termination

Clients will have a period of five (5) business days from the date of signing the agreement to
unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, the client may
terminate the agreement by providing us with a written or oral notice at our principal place of business.
Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned,
unpaid fees will be due and payable.

Mutual Fund and ETF Fees and Expenses: All fees paid to our firm for investment advisory services are
separate and distinct from the fees and expenses charged by mutual funds and ETFs to their shareholders.
These fees and expenses are described in each fund's prospectus. These fees will generally include a
management fee and other fund expenses. A client could invest in a mutual fund or and ETF directly,
without the services of our firm. In that case, the client would not receive the services provided by us
which are designed, among other things, to assist the client in determining which mutual fund or funds
or ETFs are most appropriate to each client’s financial condition and objectives. Accordingly, the client
should review both the fees charged by the funds and ETFs and the fees charged by us to fully understand
the total amount of fees to be paid by the client and to thereby evaluate the advisory services being
provided.

Brokerage and Custodial Fees

In addition to advisory fees paid to our firm, clients will also be responsible for all transaction, brokerage,
and custodial fees incurred as part of their account management. Please see Item 12 of this Brochure for
important disclosures regarding our brokerage practices.

Additional Compensation Received by Us

Neither PWA nor its supervised persons accept any compensation for the sale of securities or other
investment products, including asset-based sales charges or service fees from the sale of mutual funds.

Item 7.        Types of Clients

We normally impose a minimum account size of $1,000,000 for Portfolio Management services.

Our firm generally provides advisory services to individuals, trusts, estates, charitable organizations,
corporations and other business entities.