Sledge and Company Wealth Advisors LLC

Item 5:       Fees and Compensation

      A. Fees Charged

      Investment Advisory Services

      All investment management clients will be required to execute an Investment Advisory Agreement that will
      describe the type of management services to be provided and the fees, among other items. The fee range
      stated is a guide. Fees are negotiable, and may be higher or lower than this range, based on the nature of the
      account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and
      other factors. Please note that same or similar services may be available for a lower cost from other investment
      advisers. Fee schedule is as follows:

    Assets Under Management                      Annual Rate                        Quarterly Rate
    Up to $500,000                               1.40%                               .35%
    $500,001 to $1,000,000                       1.25%                               .3125%
    $1,000,001 to $3,000,000                     1.00%                               .25%
    $3,000,001 to $10,000,000                    .90%                                .225%
    $10,000,001 and above                        Negotiated

     Financial Planning Services

     Financial Planning services are billed on an hourly basis ranging between $125 and $300 per hour plus direct
     expenses incurred. The total fee is calculated by the number of hours times the hourly rate of the team member
     providing the service plus direct cost. Planning services may also be provided on a flat fee basis negotiated
     prior to providing the service. Full payment is due upon presentation of the plan. A client may terminate an
     agreement within five (5) business days after signing, without penalty. After the five (5) day period expires, a
     client may terminate a contract by written notice to adviser and will be billed for services to the date of
     notification.

B. Fee Payment

Investment Advisory Services

Investment Advisory fees will generally be debited directly from each client’s account. As of the date of this
brochure, the advisory fees may be paid quarterly, in arrears, and the fees shall be calculated quarterly based
upon the fair market value of the portfolio (priced as of the trade date, not the settlement date) of the client
assets under management by Sledge and Company as of the last business day of the month of the quarter
ended to be billed, applying the appropriate percentage and dividing the resulting amount by four.

Clients whose fees are directly debited will provide written authorization to debit advisory fees from their
accounts held by a qualified custodian chosen by the client. The client will also receive a statement from their
account custodian showing all transactions in their account, including the fee.

C. Other Fees

There are a number of other fees that can be associated with holding and investing in securities. You will be
responsible for fees including transaction fees for the purchase or sale of a mutual fund or Exchange Traded
Fund, or commissions for the purchase or sale of a stock. Expenses of a fund will not be included in
management fees, as they are deducted from the value of the shares by the mutual fund manager. For
complete discussion of expenses related to each mutual fund, you should read a copy of the prospectus issued
by that fund. Sledge and Company can provide or direct you to a copy of the prospectus for any fund that we
recommend to you. Sledge and Company may utilize external money managers, exchange traded funds,
mutual funds and other investment options. These investment options have related expenses which are not
included in the advisory fee.

Please make sure to read Item 12 of this informational brochure, where we discuss broker-dealer and custodial
issues.

D. Pro-rata Fees

If you become a client during a billing cycle you will pay a management fee for the number of days left in that
cycle. You may terminate the Investment Management Agreement by providing written notice to Sledge and
Company Once your notice of termination is received, we will charge the fee through the date of transfer of
your assets. Sledge and Company will cease to perform services, including processing trades and
distributions, upon termination. Assets not transferred from terminated accounts within 30 (thirty) days of
termination may become a retail account with the custodian.

E. Compensation for the Sale of Securities

To permit Sledge and Company clients to have access to as many investment solutions as possible, certain
professionals of Sledge and Company are registered representatives Capital Investment Group, Inc. (CIG) a
FINRA member broker-dealer. The relationship with CIG allows these professionals to provide additional
products to clients’ portfolios that would not otherwise be available. Because CIG supervises the activities of

      these professionals as registered representatives of CIG, the relationship may be deemed material. However,
      CIG is not affiliated with Sledge and Company or considered a related party. CIG does not make investment
      decisions for client accounts. Registered representative status enables these professionals to receive
      customary commissions for the sales of various securities, including those he recommends to clients.
      Commissions charged for these products will not offset management fees owed to Sledge and Company.

      Receipt of commissions for investment products that are recommended to clients gives rise to a conflict of
      interest for the representative, in that the individual who will receive the commissions is also the individual
      that is recommending that the client purchase a given product. This conflict is disclosed to clients verbally
      and in this brochure. Clients are advised that they may choose to implement any investment recommendation
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Item 7:       Types of Clients

      Clients advised may include individuals, families, retirement accounts, trusts, foundations, and corporations.
      Sledge and Company requires each client seeking investment management services to place at least $500,000
      with us. We may waive this account minimum under certain circumstances, in our discretion.