Ponta Wealth Partners LLC

Item 5: Fees and Compensation

    A. Fee Schedule

    Portfolio Management Fees

            Total Assets Under Management         Annual Fees

            $1,000,000 - AND UP                   0.60%

All fees are billed quarterly in arrears based on the average daily market value of their
accounts each calendar quarter. Quarterly advisory fees deducted from the client’s
account by the custodian will be reflected in an account statement provided by the
custodian. Clients and PWP may negotiate reduced management fees depending upon
the scope and complexity of the client relationship. Clients may terminate their account
within five business days of signing the Investment Advisory Agreement for a full refund.
Thereafter, either party may terminate the agreement at any time, for any reason, upon
written notice. Accounts initiated or terminated during an applicable calendar quarter will
be charged a pro-rata fee for the days of the service provided in the quarter. Clients shall
be given 30 days' prior written notice of any increased fees.

Selection of Other Advisers' Fees

PWP will receive its standard advisory fee in addition to the fee paid to the third-party
adviser. This relationship will be memorialized in each contract between PWP and each
third-party adviser. The fees will not exceed any limit imposed by any regulatory agency.
These third-party fees are based on assets under management or a fixed amount and are
billed quarterly in arrears. With client authorization in the advisory agreement, PWP or
the third-party advisor will instruct the custodian to deduct these third-party fees directly
from the client's account. Client custodial statements will reflect all such deductions.

Wrap Fee Program

For clients in the Ponta Wealth Partners Wrap Fee Program (households exceeding
$25,000,000 AUM), the fee is 0.65% of assets under management, billed quarterly in
arrears. This bundles our advisory services and third-party manager fees. See our Wrap
Fee Brochure for additional details. Exclusions include internal ETF/mutual fund
expenses, custodial fees, wire processing fees, margin interest, electronic transfer fees, and
other third-party charges.

B. Payment of Fees

Payment of Portfolio Management Fees

Investment management fees are billed quarterly in arrears, meaning that fees will be
deducted after the three-month billing period has ended. Fees are usually deducted
from each account unless a client designates a specific account to facilitate billing. The
client must consent in advance, as disclosed in the Investment Advisory Agreement, to
direct debiting of their investment accounts.

Additional Client Fees Charged

       Clients will also incur certain charges imposed by custodians, banks, or other third parties,
       such as transaction costs, custodial fees, wire transfer charges, margin interest, or
       electronic fund fees. Mutual funds and exchange-traded funds also charge internal
       management fees, which are disclosed in their respective prospectuses. PWP does not
       receive any compensation other than the advisory fees described in this brochure

       Payment of Selection of Other Advisers' Fees

       The timing, frequency, and method of paying fees for the selection of third-party
       managers will depend on the specific third-party adviser selected.

       C. Client Responsibility for Third-Party Fees

       Clients are responsible for paying all third-party fees (e.g., custodian fees, brokerage fees,
       mutual fund fees, transaction fees). Those fees are separate and distinct from the fees and
       expenses charged by PWP. Please see Item 12 of this brochure for information on broker-
       dealers/custodians.

       D. Prepayment of Fees

       PWP collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation for the Sale of Securities to Clients

       Neither PWP nor its supervised people 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
PWP generally provides advisory services to High-Net-Worth Individuals. Client relationships
vary in scope and length of service.

There is an account minimum of $1,000,000, which may be waived by PWP at its discretion.