Relation Wealth Management Inc

Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written
agreement with the Advisor.

                                              Relation Wealth Management, Inc.
                                     10425 S. 82nd East Avenue, Suite 110, Tulsa, OK 74133
                                                    Phone: (918) 999-9138
                                               Website: www.relationwealth.com/

A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are paid quarterly in advance of each quarter, pursuant to the terms of the wealth
management agreement. Wealth management fees are based on the market value of assets under management at
the end of the prior calendar quarter. Wealth management fees are based on the following schedule:

                             Assets Under Management ($)                Annual Rate (%)
                             Up to $1,000,000                           1.00%
                             $1,000,001 to $2,000,000                   0.95%
                             $2,000,001 to $5,000,000                   0.87%
                             $5,000,001 to $10,000,000                  0.75%
                             $10,000,001 and over                       0.52%

The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the
end of the first month. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed
by The Advisor will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
Custodian’s valuations to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the
Advisor shall not receive any portion of these commissions, fees, and costs.

Retirement Plan Advisory Services
Plans are charged an annual asset-based fee of up to 0.70% based on the market value of assets under
management, as prescribed by the Client’s executed Retirement Plan Agreement, In certain cases, especially with
newly formed plans, the Advisor will charge a flat-fee to the Client, which will be delineated in the executed Retirement
Plan Agreement. Fees may be negotiable depending on the size and complexity of the Plan.

B. Fee Billing
Wealth Management Services
Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the
quarterly rate (annual rate divided by 4) to the total assets under management with RWM at the end of the prior
quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the
wealth management fee. Clients are urged to also review and compare the statement provided by the Advisor to the
brokerage statement from the Custodian, as the Custodian does not perform a verification of fees. Clients provide
written authorization permitting advisory fees to be deducted by RWM to be paid directly from their account[s] held by
the Custodian as part of the investment advisory agreement and separate account forms provided by the Custodian.

Retirement Plan Advisory Services
Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan,
depending on the terms of the retirement plan advisory agreement.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than RWM, in connection with investments
made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees
charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge securities
transaction fees for ETF and equity trades in a Client's account, provided that the account meets the terms and
conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for mutual funds
and other types of investments. The fees charged by RWM are separate and distinct from these custody and
execution fees.
                                             Relation Wealth Management, Inc.
                                    10425 S. 82nd East Avenue, Suite 110, Tulsa, OK 74133
                                                   Phone: (918) 999-9138
                                              Website: www.relationwealth.com/

In addition, all fees paid to RWM for wealth management services are separate and distinct from the expenses
charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in
each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds,
other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible
distribution fee. A Client may be able to invest in these products directly, without the services of RWM, but would
not receive the services provided by RWM which are designed, among other things, to assist the Client in
determining which products or services are most appropriate for each Client’s financial situation and objectives.
Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by RWM to fully
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Item 7 – Types of Clients

RWM offers investment advisory services to individuals, high net worth individuals, businesses, retirement plans,
charitable organizations, and corporations. RWM generally does not impose a minimum relationship size.