Quotient Wealth Partners LLC

Item 5. Fees and Compensation
      QWP offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management or advisement. Additionally, certain of the Firm’s Supervised Persons, in their individual
      capacities, offer insurance products under a separate commission-based arrangement.

      Financial Planning and Consulting Fees

      QWP charges a fixed fee for providing financial planning and consulting services under a stand-alone
      engagement. These fees are negotiable, but range from $2,500 to $25,000, depending upon the scope and
      complexity of the services and the professional rendering the financial planning and/or the consulting
      services. If the client engages the Firm for additional investment advisory services, QWP can offset all or
      a portion of its fees for those services based upon the amount paid for the financial planning and/or
      consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement. QWP requires that the fee be paid upon execution of the Advisory Agreement. The
      Firm does not, however, take receipt of $1,200 or more in prepaid fees, six or more months in advance of
      services rendered.

      Wealth Management Fees

      QWP offers wealth management services for an annual fee based on the amount of assets under the Firm’s
      management. Generally, our management fee varies between 55 and 125 basis points (0.55% – 1.25%),
      depending upon the size and composition of a client’s portfolio, the type and amount of services rendered
      and the individual(s) providing the services. If the client is on a flat fee schedule, that rate is negotiable,
      however it will not exceed the maximum fee indicated below. The client should refer to the fee schedule
      outlined in their agreement to confirm the fee assessed.

      The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
      being managed by QWP on the last day of the previous quarter as determined by a party independent from
      the Firm (including the client’s custodian or another third-party).

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      can, in its sole discretion, not include cash in determining the fee, especially when a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, fee

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 Disclosure Brochure

      adjustments will be made for deposits and withdrawals in excess of $50,000 during the quarter. For the
      initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement
      is terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

                         Assets under Management                         Annual Fee
                      $0 - $500,000                                        1.25%
                     >$500,000 - $1,000,000                                1.00%
                     >$1,000,000 - $3,000,000                              0.80%
                     >$3,000,000 - $5,000,000                              0.70%
                     >$5,000,000 - $10,000,000                             0.65%
                     >$10,000,000                                          0.55%

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), QWP can negotiate a fee rate
      that differs from the range set forth above. Clients are advised that a conflict of interest exists for the Firm
      to recommend that clients engage QWP for additional services for compensation, including rolling over
      retirement accounts or moving other assets to the Firm’s management. Clients retain absolute discretion
      over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
      recommendations.

      Retirement Plan Consulting Fees
      QWP charges a fixed project-based fee to provide clients with retirement plan consulting services. Each
      engagement is individually negotiated and tailored to accommodate the needs of the individual plan
      sponsor, as memorialized in the Agreement. These fees vary, based on the scope of the services to be
      rendered and the amount of assets to be advised on.

      Fee Based Insurance
      The fee charged for using fee based insurance products will be part of the Firm’s Investment Management
      Agreement and/or be compensated by the third-party company for the Firm’s share as agreed upon between
      the third-party company and the Firm. This compensation will be disclosed to the client upon
      purchase/exchange of the insurance product.

      Fee Discretion

      QWP can, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,
      pro bono activities, or competitive purposes.

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 Disclosure Brochure

      Additional Fees and Expenses

      In addition to the advisory fees paid to QWP, clients also incur certain charges imposed by other third
      parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
...

Item 7. Types of Clients
      QWP offers services to individuals, trusts, estates, corporations and other business entities, and pension and
      profit sharing plans.