Petros Family Wealth LLC

Item 5 – Fees and Compensation

How We Are Compensated for Our Advisory Services

Our fees vary among the different types of advisory services we offer and may be negotiated at our sole
discretion. The specific fees and manner in which fees are charged and calculated are described in your
investment advisory agreement. You should carefully review the investment advisory agreement prior to
signing it.

Fees for our advisory services may be higher than fees charged by other advisers who offer similar
services. You can be charged different fees than similarly situated clients for the same services. You
should carefully review this brochure to understand the fees and other sources of compensation that
exist among our services prior to entering into an investment advisory contract with our firm.

Investment and Portfolio Management Services

Fees for investment and wealth management services are generally billed in advance each calendar
quarter based on the market value of the assets under management/advisement on the last day of the
previous calendar quarter. Our fee schedule is as follows:

                    Assets Under Management            Maximum Annual Advisory
                                                                Fee
                    $0 - $250,000                              1.50%
                    $250,000 - $1,000,000                      1.40%
                    $1,000,000 - $3,000,000                    1.25%
                    $3,000,000 - $5,000,000                    1.00%
                    $5,000,000 - $10,000,000                   0.75%
                    Greater than $10,000,000                   0.50%

Fees may be based on cumulative household assets under management. However, certain ERISA rules
prevent householding corporate plans with personal assets for fee reductions. You should refer to your
advisory agreement for your specific fee rate(s).

For investment and portfolio management services Petros provides to certain clients or for specific client
holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our

standard fee. Fees for such accounts may be deducted from another account that is managed by Petros
at the client’s request.

Selection of Other Independent Managers

Fees for other Independent Managers used to manage all or a portion of a client’s account are set forth
by the Independent Manager and can be included or in addition to Petros’ fees. You should refer to the
Independent Manager’s Form ADV Part 2A Brochure for information on their fees and compensation.

Programs Offered Through Wells Fargo

Fees for advisory programs offered through Wells Fargo are inclusive of Petros’ and Wells Fargo’s
advisory fees and are as follows:

                 Program                          Program Type       Maximum Annual Advisory
                                                                              Fee
         Private Advisor Network          Separately Managed Account         2.00%
      Personalized Unified Managed         Unified Managed Account           1.75%
                 Account
               FundSource®                Mutual Fund Advisory Program                1.50%

Existing clients will be grandfathered and charged according to their existing fee rate. You should refer to
your advisory agreement for your specific fee rate(s).

Advisory fees for the third-party manager utilized through the Private Advisor Network Program are not
included in the above program fee. You pay for the services of the third-party manager separately. You
should refer to your advisory agreement for your specific fee rate(s).

Wells Fargo will calculate and directly debit advisory fees from the clients’ accounts for assets within
their programs. The value of assets held in any Wells Fargo program is excluded from the amount of total
household assets used to determine Petros’ advisory fees for other assets of a client that are managed
by Petros.

Financial Planning and Consulting Services

Fees for financial planning and consulting services are billed on a fixed rate basis ranging from $500-
$10,000 depending on the complexity of the work provided. Fees for financial planning and consulting
services are due and payable as incurred. A retainer to begin services will be required. While financial
planning and consulting services are available on a stand-alone basis, certain services may also be
rendered in conjunction with investment portfolio management services at no additional cost as part of a
comprehensive portfolio management engagement.

Factors we consider when determining our financial planning and consulting fees include, but are not
limited to:

   •   The amount of time we expect to spend completing the financial planning or consulting services
       and providing related advice;
   •   The complexity of your goals, issues and/or needs;
   •   The extensiveness and complexity of the data needed regarding your personal financial
       information;
   •   Your net worth or the value of your investment accounts and/or other assets that are the subject
       of the financial planning or consulting services; and/or
   •   Special circumstances related to life changes, marital status, health or special income needs, or
       growth or decline of a personal business.

Petros may request a retainer to initiate financial planning and consulting services; however, we will not
request the prepayment of fees more than $1,200 in advisory fees more than six months in advance.

You can engage Petros for additional investment management services to assist with implementing one
or more financial planning recommendations. You will incur additional fees if you retain our firm for such
services. You have complete freedom in selecting an investment adviser to assist you in implementing
any recommendations by Petros and are under no obligation to act upon the advice we provide.
...

Item 7 – Types of Clients

Petros provides portfolio management services to individuals, high net worth individuals, family entities,
non-profit organizations, foundations, and businesses/corporations.

For new clients, Petros generally does not requires a minimum initial investment for investment
management services. The firm, in its sole discretion, will accept clients based upon each client’s
particular circumstances.

For an asset-based fee, Petros may contract directly with third-party broker-dealers and insurance
carriers to maintain current client financial profiles and to provide ongoing account suitability and best
interest analysis for client accounts held at those third-parties.