S & S Wealth Management LP

Item 5       Fees and Compensation
Advisory Fees: The annualized fee for Investment Supervisory Services will be charged as a percentage of assets under
management. Fees generally range from negotiable to 1%. The following is the general fee schedule:
Assets Under Management                       Annual Fee
$1.00 up to $1,000,000                       1.0%
$1,000,001 up to $5,000,000                  0.8%
$5,000,001 up to $10,000,000                 0.7%
$10,000,001 up to $20,000,000                0.6%
$20,000,001 and over                         Negotiable
Note that in certain cases, subject to negotiation between the S&S Wealth Management LP Investment Advisor
Representative and the Client, the actual fee charged may be less than the fee that would otherwise be calculated.
Our fees are billed in arrears at the end of each calendar quarter based upon the market value of the client's account at
the end of the quarter and are computed as a percentage of time-weighted average assets. Clients may elect to be billed
or to have fees debited directly from the account in accordance with the client authorization in the Client Agreement.
The custodian (Schwab) will be authorized to make payment directly to S&S Wealth Management LP. Clients will receive
statements from the custodian at least quarterly. Schwab’s statement to the client will show the amount of advisory fee
paid to our firm. Clients should review these statements for accuracy. It is the responsibility of the client not the
custodian to verify the accuracy of the fee calculations.
Account assets invested in shares of mutual funds or other investment companies ("funds") will be included in calculating
the value of the client's account for purposes of computing adviser’s fees and the same assets will also be subject to
additional advisory and other fees and expenses, as set forth in the prospectuses of those funds, paid by the funds but
ultimately borne by the investor.
Limited Negotiability of Advisory Fees. Although S&S Wealth Management LP has established the aforementioned fee
schedule, we retain the discretion to negotiate alternative fees on a client-by-client basis. Client facts, circumstances and
needs will be considered in determining the fee schedule. These could include assets to be placed under management,
anticipated future additional assets and related accounts. We may group certain related client accounts for the purposes
of achieving the minimum account size requirements and determining the annualized fee. Discounts, not generally
available to our advisory clients, may be offered to family members and friends of associated persons of our firm.

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Termination of the Advisory Relationship: Either party may terminate the agreement by giving not less than thirty (30)
days’ notice in writing to the other. Termination will be effective immediately upon receipt of written notice, at which
time we will calculate and deduct any uncollected but earned management fees. Management fees will be pro-rated
based on the number of days the account is open during the current quarter, including the 30-day notice period. Upon
termination of any account(s) under the agreement, the client shall be responsible for any exchange, redemption, or other
fees assessed by the custodian and/or mutual fund companies. The client shall have five business days after signing to
terminate the contract without penalty.
Mutual Fund/Exchange Traded Fund Fees: All fees paid to S&S Wealth Management LP for investment advisory services
are separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to their shareholders. These
fees and expenses are described in each fund's prospectus. These fees will generally include a management fee, other
fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client may pay an initial or
deferred sales charge. A client could invest in a mutual fund and/ or ETF directly, without our services. In that case, the
client would not receive the services provided by our firm which are designed, among other things, to assist the client in
determining which fund or funds are most appropriate to each client's financial condition and objectives. Accordingly, the
client should review both the fees charged by the funds and our fees to fully understand the total amount of fees to be
paid by the client and to thereby evaluate the advisory services being provided.
Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for the fees and expenses
charged by the custodian and imposed by the broker dealer, including, but not limited to, any transaction charges
imposed by the broker dealer with which an IAR effects transactions for the client's account(s). Please refer to the
"Brokerage Practices" section (Item 12) of this Brochure for additional information.
Advisory Fees in General: Clients should note that similar advisory services may (or may not) be available from other
registered (or unregistered) investment advisers for similar or lower fees.
Third Party Sponsorship. Our firm holds client events several times a year that sometimes are paid for in part or full
(sponsored) by investment or insurance companies that provide speakers or presentations at the event. We do not allow
our IARs to promise business to the sponsoring company in exchange for sponsorship. However, if a client purchases any
product offered by the company sponsoring the event the IAR may receive commissions. These events are for all clients
including advisory clients.
Additional Compensation: In the event that the client desires, the client can engage certain of the S&S Wealth
Management LP’s representatives, in their individual capacities as registered representatives of Osaic Wealth, Inc., (Osaic)
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Item 7      Types of Clients
S&S Wealth Management LP provides advisory services to individuals, trusts, estates, charitable organizations,
corporations and business entities. S&S Wealth Management LP does not generally require an annual minimum fee or
asset level for investment advisory services. S&S Wealth Management LP in its sole discretion, may charge a lesser
investment management fee based upon certain criteria (i.e. anticipated future earning capacity, anticipated future
additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client,
etc.).