PrairieView Wealth Partners LLC

Item 5 - Fees and Compensation

 PrairieView charges fees based on a percentage of assets under management as well as fixed fees,
 depending on the particular types of services to be provided. The specific fees charged by PrairieView for
 services provided will be set forth in each client’s Agreement.

PrairieView Wealth & Tax Advisors, LLC                                                        Disclosure Brochure

     A. Financial Planning and Investment Management Services

Fees for Financial Planning and Consulting Services
Clients that are receiving financial planning services only are charged an annual fixed fee ranging from
$500 to $20,000, depending on the complexity of a client’s plan and services provided. For clients receiving
ongoing financial planning services, the annual fee is charged monthly. For financial planning services
that are completed upon the delivery of the financial plan to the client, 100% of the fee is due upon delivery
of the completed financial plan.

Fees for Investment Management Services
PrairieView charges an annual advisory fee that is agreed upon with each client and set forth in an
agreement executed by PrairieView and the client. If fixed, the advisory fee will be specified on the fee
schedule as set forth in the agreement executed by PrairieView and the client. If based on a percentage of
the value of assets under management, the advisory fee for the initial month shall be paid, on a pro rata
basis, in arrears, based on the asset value of the client’s accounts at the end of such initial month. For
subsequent months, the advisory fee shall be paid, in advance, based on the asset value of the client’s
accounts as of the last business day of the preceding month as provided by third-party sources, such as
pricing services, custodians, fund administrators, and client-provided sources.

Following is PrairieView’s asset based fee schedule for Investment Management Services:

                                                  FEE SCHEDULE
                              Market Value of Assets                        Rate
                       Up to $250,000                                       1.50%
                       $250,001 to $500,000                                 1.35%
                       $500,001 to $1,000,000                               1.15%
                       $1,000,001 to $3,000,000                             1.0%
                       $3,000,001 and above                               negotiable
                       The percentage for the highest range of Managed Asset value achieved
                       applies to all Managed Assets, not just Managed Assets within that
                       range.

Notwithstanding the foregoing, PrairieView and the client may choose to negotiate an annual advisory fee
that varies from the ranges and schedule set forth above. Factors upon which a different annual advisory
fee may be based include, but are not limited to, the size and nature of the relationship, the services rendered,
the nature and complexity of the products and investments involved, time commitments, and travel
requirements. The advisory fee charged by the Firm will apply to all of the client’s assets under
management, unless specifically excluded in the client agreement. The advisory fee may include the
financial planning services described above. Although PrairieView believes that its fees are competitive,
clients should understand that lower fees for comparable services may be available from other sources and
firms.

The investment advisory agreement between PrairieView and the client may be terminated at will by either
PrairieView or the client upon written notice. PrairieView does not impose termination fees when the client
terminates the investment advisory relationship, except when agreed upon in advance.

PrairieView Wealth & Tax Advisors, LLC                                               Disclosure Brochure

     B. Payment of Fees

PrairieView generally deducts its advisory fee from a client’s investment account(s) held at his/her
custodian. Upon engaging PrairieView to manage such account(s), a client grants PrairieView this limited
authority through a written instruction to the custodian of his/her account(s). The client is responsible for
verifying the accuracy of the calculation of the advisory fee; the custodian will not determine whether the
fee is accurate or properly calculated. See Section A herewith for further information on fee billing. A client
may utilize the same procedure for financial planning or consulting fees if the client has investment accounts
held at a custodian.

Although clients generally are required to have their investment advisory fees deducted from their accounts,
in some cases, PrairieView will directly bill a client for investment advisory fees if it determines that such
billing arrangement is appropriate given the circumstances.

The custodian of the client’s accounts provides each client with a statement, at least quarterly, indicating
separate line items for all amounts disbursed from the client's account(s), including any fees paid directly
to PrairieView.

Clients may make additions to and withdrawals from their account at any time, subject to PrairieView’s
right to terminate an account. Additions may be in cash or securities provided that the Firm reserves the
right to liquidate transferred securities or decline to accept particular securities into a client’s account.
Clients may withdraw account assets at any time on notice to PrairieView, subject to the usual and
customary securities settlement procedures. However, the Firm generally designs its portfolios as long-term
investments and the withdrawal of assets may impair the achievement of a client’s investment objectives.
PrairieView may consult with its clients about the options and implications of transferring securities. Clients
...

Item 7 - Types of Clients

 PrairieView offers investment advisory services to individuals, including high net worth individuals,
 families, family offices, trusts, businesses and charitable foundations. PrairieView does impose a
 minimum annual fee of $2,500 for the provision of investment management services. Regardless,
 PrairieView does reserve the right to accept or decline a potential client for any reason in its sole
 discretion.