PR Wealth Management Group Inc

Item 5 Fees and Compensation
Portfolio Management Services
The annual fee for Portfolio Management Services will be charged as a percentage of assets under
management, according to the following tiered fee schedule:

                                                                             ©2017 National Compliance Services 800-800-3204

                                        Annual Fee Schedule*

            Assets Under Management                                        Annual Fee
               **$250,000 to $499,999                                        1.40%
                $500,000 to $999,999                                         1.20%
             $1,000,000 to $1,999,999                                        1.00%
             $2,000,000 to $4,999,999                                        0.90%
             $5,000,000 to $9,999,999                                        0.85%
               $10,000,000 and Above                                       Negotiated
 * For portfolios with 70% or greater bond allocation, the annual management fee shall be no greater
                                                  than
 0.75%. Fees for Qualified Plan Services (401(k) Services), the annual management fee shall be no
                                         greater than 0.75%.
              These fees are negotiable to include but not limited to a tiered fee schedule.

** Portfolios under $250,000 may be accepted at our discretion. The maximum fee for accounts under
                                 $250,000 will be 1.60% annually

Contingent upon the recommended sub-advisor our annual portfolio management fee may be billed in:

(1) advance and is payable quarterly in advance based on the value of your account on the last
business day of the previous quarter, or
(2) arrears based on the value of your account on the last business day of the quarter.

If the agreement is executed at any time other than the first day of a calendar quarter, our fees will
apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of
days in the quarter for which you are a client. Our advisory fee is negotiable.

We will combine the account values of family members living in the same household to determine the
applicable advisory fee unless instructed by you otherwise. For example, we will combine account
values for you and your minor children, joint accounts with your spouse, and other types of related
accounts. Combining account values may increase the asset total, which may result in your paying a
reduced advisory fee based on the available breakpoints in our fee schedule stated above.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. As best practices we provide concurrent
notice of the fees to the custodian as well as an itemized invoice to you, describing the fee, the formula
used to calculate the fee, the amount of assets under management that the fee is based on, and the
time period covered by the fee. Further, the qualified custodian will deliver an account statement to you
at least quarterly. These account statements will show all disbursements from your account. You
should review all statements for accuracy. You should compare our invoices with the statements from
your account custodian to reconcile the information reflected on each statement. If you have a question
regarding your invoice or if you did not receive a statement from your custodian, please contact us at
the telephone number on the cover page of this brochure.

                                                                            ©2017 National Compliance Services 800-800-3204

You may terminate the portfolio management agreement upon 30-days written notice to our firm. You
will incur a pro rata charge for services rendered prior to the termination of the portfolio management
agreement, which means you will incur advisory fees only in proportion to the number of days in the
quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you
will receive a prorated refund of those fees.

Sub-advisory Arrangements
Clients are not charged any additional fees for arrangements with have with sub-advisors. We pay a
portion of our advisory fee to the sub-advisor(s) we use; however, you will not pay our firm a higher
advisory fee as a result of any sub-advisory relationships.

Financial Planning Services
We charge an hourly fee of $275 for financial planning services. Although our financial planning
services typically takes three to five hours, an estimate of the total time/cost will be determined at the
start of the advisory relationship. In limited circumstances, the cost/time could potentially exceed the
initial estimate. In such cases, we will notify you and request that you approve the additional fee.

A portion of your fee is paid in advance not to exceed $500 with the remainder due upon completion of
services rendered. At our discretion, we may offset our financial planning fees to the extent you
implement the financial plan through our Portfolio Management Service.

You may terminate the financial planning agreement upon 30-days written notice to our firm.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. To fully understand the total cost you will incur,
...

Item 7 Types of Clients
We offer investment advisory services to individuals, including high net worth individuals, charitable
organizations and corporations, and other business entities.

In general, we require a minimum of $250,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if you
appear to have significant potential for increasing your assets under our management. We may also
combine account values for you and your minor children, joint accounts with your spouse, and other
types of related accounts to meet the stated minimum.