Saddock Wealth LLC

Item 5 Fees and Compensation other service providers. These charges may include, but are not limited to, brokerage
commissions, transaction fees, custodial fees, wire fees, margin interest, internal management fees and expenses of
mutual funds and ETFs, private fund management and incentive fees, IRA fees, retirement plan fees, and other
account-related costs.
Such charges are separate and distinct from the Firm’s advisory fees. Clients are responsible for reviewing the
applicable offering documents, custodial disclosures, and fee schedules for a complete description of such charges.

TERMINATION OF SERVICES
Either party can terminate the agreement at any time by giving to the other party 30 days’ written notice. Should you
notify our firm of an intent to terminate the agreement verbally and, if in two business days following this notification,
we have not received your notice in writing, we will make a written notice of the termination in our records and send
you our own termination notice as a substitute. The termination date shall be 30 days after receipt of the written notice.

If our disclosure brochure was not delivered to you at least 48 hours prior to entering into the agreement with our firm,
then you can terminate the engagement without penalty within five business days after entering into the agreement.

For those clients for whom we provide investment management services, our firm will not be responsible for future
allocations, transactional services or investment advice upon receipt of a termination notice. Further, upon termination,
it will be necessary that we promptly inform the account custodian that the advisory relationship between the firm and
the client has been terminated and that our firm will no longer be supervising the account.

Item 7 Types of Clients

We provide our advisory services to high net worth and ultra-high net worth individuals, trusts and estates, charitable
organizations or foundations, and businesses of various scale. These are the types of clients that we serve, but we
may not have all these types as current clients.

We generally require clients to have a minimum of $10,000,000 in investable assets to engage our services. We reserve
the right to waive or reduce certain investable asset minimums based on unique individual circumstances. We also
reserve the right to decline services to any prospective client for any nondiscriminatory reason.