Premier Private Wealth Management LLC

Item 5 – Fees and Compensation

How We Are Compensated for Our Advisory Services

Premier’s 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. Clients 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. A client may be charged different fees than similarly situated clients for the same services.
Clients 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 Wealth Management Services

Premier offers investment and wealth management services for an annual fee based on the amount
of assets under the firm’s management. Fees are generally billed monthly in advance. Premier, in
our sole discretion, can waive the minimum annual fee based upon certain criteria, including, but
not limited to, anticipated future earning capacity and/or additional assets, dollar amount of assets
to be managed, related accounts, account composition, pre-existing client relationships, account
retention, and pro bono activities. For investment and wealth management services Premier
provides with respect to certain client holdings (e.g., held-away assets, 529 plans, etc.), we may
negotiate a fee rate that differs from our standard fee schedule.

Clients are responsible for paying the charges for transactions in their account in addition to
Premier’s annual advisory fee. Please refer to the broker-dealer’s disclosure documents for specific
transaction costs.

Our tiered fee schedule is as follows:

           Assets Under Management                     Premier Annual Advisory Fee
           $0 to $299,999                              1.50%
           Next $300,000 to $999,999                   1.25%
           Next $1,000,000 to $2,999,999               1.00%
           All assets greater than $3,000,000          0.75%

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

For client accounts held at a custodian that is not directly accessible by Premier, such as held-away
assets, Premier can work with client on accessing the account data in order to manage these assets
in a discretionary manner. Held-away assets will be included in the client’s total assets subject to
the fee schedule above. However, as it might not be possible to directly debit the fees from these
accounts, those fees will be assigned to the client’s non-qualified accounts, or the client will be
billed directly to the client. The advisory fee calculation for held-away assets is assessed on the
value of the account at month-end.

Separate Financial Planning and Consulting Services

Fees for financial planning and/or consulting services can be billed on a project, fixed rate, or an
hourly rate. There is a minimum fee of $2,000 required for this service, and Premier will require a
retainer for the services which is payable upon entering the agreement. The balance of the fee is due
and payable upon receipt of the final consulting or planning services. Premier may agree with clients
to charge either hourly fees of $200-$300/per hour or fixed fees for consulting. Based on the task(s)

to be performed, Premier and the client may agree on a fixed fee based on an estimate of the number
of hours necessary for completion. Premier may request a deposit to initiate consulting services.
Premier will not request the prepayment of fees more than $1,200 more than six months in advance.

Professional Services

In addition to investment advisory services, Premier offers tax preparation services to clients. Tax
preparation services are provided for a separate fee and are not included in the Firm’s investment
advisory fees. Clients are not required to engage the Firm for tax services as a condition of receiving
investment advisory services.

Effective January 1, 2026, tax preparation fees are generally as follows:

   •   Individual Income Tax Return (Basic Form 1040): $300

   •   Multiple Investment Accounts: Additional $100

   •   Complex Individual Returns (including, but not limited to, K-1s, rental properties, or other
       complex tax situations): Additional $200

   •   Business Tax Returns (Basic Form 1120, Partnership, or S-Corporation returns): $750

Tax preparation fees may vary based on the complexity of the return and the scope of services
provided. All fees will be agreed upon in advance of engagement. Tax preparation services do not
include tax planning, legal advice, or representation before taxing authorities unless separately
agreed in writing.

Fiduciary and Non-Fiduciary Services for Plan Sponsors

Fees for retirement plan sponsors are either set at a flat rate, hourly rate or based upon the value of
the plan assets that are the subject of the consulting services and are generally payable in advance
on a monthly basis. Fees for one-time projects are payable either upon completion of the project or
half paid upon execution of the agreement with the balance due upon completion of the project. A
graduated fee schedule may be set by the firm for fees based on the value of plan assets. Such fee
schedule will be described in the services agreement.

Payment of Fees

Clients may elect to be billed for fees or authorize Premier to instruct the account custodian to
directly debit fees from the client’s account. Accounts initiated or terminated during a calendar
quarter will be charged a prorated fee.
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Item 7 – Types of Clients

Premier offers investment advisory services to a wide variety of clients, including individuals, high
net worth individuals and families, pension, profit-sharing and other employer sponsored plans,
trusts, estates, family entities, charitable institutions, foundations, endowments, corporations, and
other business entities.

For new client relationships, Premier generally requires a minimum account of $300,000 per
household to open an account. The firm, in its sole discretion, may accept clients with smaller
portfolios based upon each client’s particular circumstances as it deems appropriate. Premier can
aggregate the portfolios of family/household members to meet the minimum portfolio size.