Private Wealth Consulting LLC

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 ASSET MANAGEMENT
 PWC offers discretionary direct asset management services to advisory Clients. PWC
 charges an annual investment advisory fee based on the total assets under management as
 follows:
                  Assets Under Management                     Annual Fee       Quarterly Fee
               First $2,000,000 ($0-$2,000,000)                 1.50%            0.375%

   Your next $3,000,000 ($2,000,000.01 - $5,000,000)           1.00%               0.25%
   Your next $5,000,000($5,000,000.01 - $10,000,000)           0.80%                0.2%
        Subsequent amounts ($10,000,000.01+)                   0.75%              0.375%
This is a tiered/blended fee schedule, the asset management fee is calculated by applying
different rates to different portions of the portfolio. PWC may group certain related Client
accounts for the purposes of achieving the minimum account size and determining the
annualized fee.
For example (based on quarterly billing period):
Client with $2,500,000 under management would pay $11,250 on a quarterly basis.
              AUM                  Quarterly fee      Total
              First $2,000,000     x 0.375% =         $7,500.00
              Next $1,500,000      x 0.25% =          $3,750.00
              Grand total for the quarter             $11,250.00
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of
assets, anticipated future earning capacity, anticipated future additional assets, dollar
amounts of assets to be managed, related accounts, account composition, negotiations with
Clients, etc.). PWC considers cash to be an asset class, and as such is included in fee
calculations. Also, to be noted, at times fees will exceed the money market yield. Fees are
billed quarterly in advance based on the amount of assets managed as of the close of
business on the last business day of the previous quarter.
PWC may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios
by executing a Sub-Advisor agreement with other registered investment advisor firms.
When using Sub-Advisors, the Client will pay additional fees. The Sub-Advisors fees are
exclusive of the total fee disclosed by PWC. Sub-Advisor directly deducts their portion of
the fee separately from PWC.
Lower fees for comparable services may be available from other sources. Clients may
terminate their account within five (5) business days of signing the Investment Advisory
Agreement with no obligation and without penalty. After the initial five (5) business days,
the agreement may be terminated by PWC with thirty (30) days written notice to Client
and by the Client at any time with written notice to PWC. No fee adjustment will be made
for account deposits and/or withdrawals during a billing period. For accounts opened or
closed mid-billing period, fees will be prorated based on the days services are provided
during the given period. Additionally, all unearned fees will be refunded to the Client. Client
shall be given thirty (30) days prior written notice of any increase in fees. Any increase in
fees will be acknowledged in writing by both parties before any increase in said fees
occurs.
FINANCIAL PLANNING AND CONSULTING
PWC charges fixed fee of $500 - $2,000 based on complexity and unique Client needs for
financial planning. Prior to the planning process the Client will be provided an estimated
plan fee.
Fees for financial plans are due upon delivery of the completed plan.
Services are completed and delivered inside of 30 days contingent upon timely delivery of
all required documentation. Client may cancel within at any time during the planning
period with no obligation and without penalty. If cancelled prior to delivery of the

 completed plan, no plan documents or recommendations will be delivered. PWC reserves
 the right to waive the fee should the Client implement the plan through PWC.
Client Payment of Fees
 Fees for asset management services are:
    •   Deducted from a designated Client account. The Client must consent in advance to
        direct debiting of their investment account.
 Fees for financial plans will be billed:
    •   Check – to be remitted by Client to PWC.
    •   Electronic Payment via ACH, Debit Card, or Credit Card (fees will be paid via a third
        party payment processor in which the client will securely input payment
        information and pay the advisory fee through a secure portal. PWC will not have
        continuous access to the Client’s banking information.)
Additional Client Fees Charged
 Custodians may charge transaction fees and other related costs on the purchases or sales of
 mutual funds, equities, bonds, options and exchange-traded funds. Mutual funds, money
 market funds and exchange-traded funds also charge internal management fees, which are
 disclosed in the fund’s prospectus. PWC does not receive any compensation from these
 fees. All of these fees are in addition to the management fee you pay to PWC. For more
 details on the brokerage practices, see Item 12 of this brochure.
Prepayment of Client Fees
 PWC does not require any prepayment of fees of more than $1,200 per Client and six
 months or more in advance.
 Investment management fees are billed quarterly in advance.
 If the Client cancels after five (5) business days, any unearned fees will be refunded to the
 Client, or any unpaid earned fees will be due to PWC.
External Compensation for the Sale of Securities to Clients
 PWC does not receive any external compensation for the sale of securities to Clients, nor do
 any of the investment advisor representatives of PWC.

Item 7: Types of Clients
Description
 PWC generally provides investment advice to individuals, high net worth individuals,
 trusts, estates, or charitable organizations, corporations or business entities. Client
 relationships vary in scope and length of service.

Account Minimums
 PWC does not require a minimum to open or maintain an account.