Sheeley & Partners Wealth Management LLC

Item 5         Fees and Compensation

A.   INVESTMENT ADVISORY SERVICES
     The client can engage the Registrant to provide discretionary and/or non-discretionary investment advisory services
     on a fee basis. Registrant’s negotiable annual investment advisory fee shall generally be based upon a percentage
     (%) of the market value and type of assets placed under Registrant’s management, between 0.60% and 1.10% as
     follows:

               Market Value of Portfolio                                          Annual Fee %
               First $1,000,000                                                   1.10%
               Next $2,000,000                                                    0.90%
               Next $2,000,000                                                    0.80%
               Next $5,000,000                                                    0.70%
               Over $10,000,000                                                   0.60%

     The Registrant’s investment advisory fee is negotiable at its discretion, depending upon objective and subjective
     factors including but not limited to: the amount of assets to be managed; portfolio composition; the scope and
     complexity of the engagement; the anticipated number of meetings and servicing needs; related accounts; future
     earning capacity; anticipated future additional assets; the professional(s) rendering the service(s); prior relationships
     with the Registrant and/or its representatives, and negotiations with the client. As a result of these factors, similarly
     situated clients could pay different fees, the services to be provided by the Registrant to any particular client could
     be available from other advisers at lower fees, and certain clients may have fees different than those specifically set
     forth above.

     Registrant generally requires (with exceptions) a $500,000 assets under management minimum for new clients.
     The Registrant, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive its
     $500,000 minimum asset level, waive its fee entirely, or charge fee on a different interval, 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, complexity of the engagement, anticipated services to be
     rendered, grandfathered fee schedules, employees and family members, courtesy accounts, competition,

     negotiations with client, etc.). As result of the above, similarly situated clients could pay different fees. In addition,
     similar advisory services may be available from other investment advisers for similar or lower fees.

     FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)
     The Registrant may provide financial planning and/or consulting services (including investment and non-investment
     related matters, including estate planning, insurance planning, etc.) on a stand-alone fee basis. Registrant’s planning
     and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee
     basis, or between $200 and $550 per hour on an hourly basis, depending upon the level and scope of the service(s)
     required and the professional(s) rendering the service(s).

     RETIREMENT PLAN CONSULTING SERVICES
     Registrant’s retirement plan consulting fees are negotiable based upon each unique situation. The Registrant
     generally charges at least $5,000 on an annual fixed fee basis between $200 and $400 per hour on an hourly rate
     basis, or between 0.20% and 0.80% of the value of plan assets under advisement, depending upon the level and
     scope of the service(s) required and the professional(s) rendering the service(s). The Registrant generally imposes
     a minimum annual fee of $5,000 for Retirement Plan Consulting Services when billed on a fixed annual fee basis.

     COMPENSATION CONFLICT ON ALL ENGAGEMENTS. Registrant shall generally compensate its representatives
     based upon the revenues derived from accounts that they service. The representative generally maintains the
     authority to determine/negotiate the percentage advisory fee. Thus, a conflict of interest is presented because the
     higher the advisory fee, the greater the representative’s (and Registrant’s) compensation.

B.   Clients may elect to have the Registrant’s advisory fees deducted from their custodial account. Both Registrant’s
     Investment Advisory Agreement and the custodial/clearing agreement may authorize the custodian to debit the
     account for the amount of the Registrant’s investment advisory fee and to directly remit that management fee to
     the Registrant in compliance with regulatory procedures. In the limited event that the Registrant bills the client
     directly, payment is due upon receipt of the Registrant’s invoice. The Registrant shall deduct fees and/or bill clients
     monthly in arrears, based upon the market value of the assets on the last business day of the previous month. The
     Registrant does not adjust its fees for intra-period additions to, or disbursements from, client accounts.

C.   As discussed below, unless the client directs otherwise or an individual client’s circumstances require, Registrant
     shall generally recommend that Schwab or IB serve as the broker-dealer/custodian for client investment
     management assets. Broker-dealers such as Schwab or IB charge transaction fees for effecting certain securities
     transactions (i.e. transaction fees are charged for certain no-load mutual funds, and mark-ups and mark-downs are
     charged for fixed income transactions). In addition, client accounts may invest in open-end mutual funds (including
     money market funds) and ETFs that have various internal fees and expenses (i.e. management fees), which are paid
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Item 7    Types of Clients

     The Registrant’s clients generally include individuals, high net worth individuals, trusts, estates, pension and profit
     sharing plans.