Solidarity Wealth LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Family Office and Personalized Investment Suite of Services Fees

Fixed fees are presented to clients with supporting documentation of the expected scope and
complexity of the engagement. Any number of accounts, business entities, trusts, investment
properties, and/or private holdings will be analyzed, reviewed, and monitored on an ongoing basis.
As such the value of each client’s assets, the extent of associated tax implications, and the financial
planning and consulting services to be provided will be among the many factors presented to
evidence the proposed fixed fee.

In circumstances where comprehensive services are not required by the client, we may offer the
following services as separate stand-alone services. The standalone fee for each services is described
below:

❖ Wealth Management
  For Clients that sign an agreement for our Wealth Management Service, each Client will be
  charged a management fee (the “Wealth Management Fee”) of up to a maximum annual rate of
  1.25% (“the Wealth Management Fee Rate”) of the gross market value of assets under
  management, including, if applicable, a target notional value of options overlays (together, a
  client’s “Gross Assets”), paid quarterly, in advance of each quarter. Certain private securities may
  have a lag in valuations, and these assets will be valued based upon the most recently available

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    data. Additionally, our firm excludes accrued interest and dividends from our advisory fee
    calculations. Unless otherwise agreed to in writing, advisory fees will be charged on cash and
    cash equivalents. Each Client’s Wealth Management Fee Rate is set forth in a wealth management
    agreement, and is determined based on several factors, including: the complexity of the services
    to be provided, the level of assets to be managed, and the overall relationship with our firm. The
    Custodian will independently value all securities held in accounts managed by our firm. Our firm
    will not have the authority or responsibility to value portfolio securities.

    The Client may make additions or withdrawals from the account[s] at any time, subject to the our
    firm’s right to terminate an account or the overall relationship. Additions may be in cash or
    securities provided that our firm reserves the right to liquidate any transferred securities or
    decline to accept particular securities into a Client’s account[s]. Clients may withdraw account
    assets on notice to our firm, subject to the usual and customary securities settlement procedures.

    However, our firm typically designs its investment portfolios as long-term investments and the
    withdrawal of assets may impair the achievement of a Client’s investment objectives. Our firm
    may consult the Client about certain implications such transactions. Clients are advised that when
    such securities are liquidated, they may be subject to securities transaction fees, short-term
    redemption fees, and/or tax ramifications. Our firm will make a billing adjustment for any
    individual deposit or withdrawal in excess of $1,000,000 from the Client’s account[s] such that
    our firm’s fee will be applied pro rata based on the average daily balance of the account during
    that period.

    Wealth Management Fees are charged and paid quarterly, in advance of each calendar quarter,
    pursuant to the terms of the Client’s wealth management agreement, based on the Client’s Gross
    Assets as of the end of the prior calendar quarter. Wealth Management Fees are calculated by our
    firm or its delegate and deducted from each Client’s account(s) by the Custodian. Each client’s
    Wealth Management Fee is calculated by dividing such Client’s then current Wealth Management
    Fee Rate by 4 and multiplying the quotient by the Client’s Gross Assets. Clients will be provided
    with a statement, at least quarterly, from the Custodian reflecting deduction of the wealth
    management fee. It is the responsibility of the Client to verify the accuracy of these fees as listed
    on the Custodian’s brokerage statement as the Custodian does not assume this responsibility.
    Clients provide written authorization permitting our firm to be paid directly from their
    account(s) held by the Custodian as part of the wealth management agreement and separate
    account forms provided by the Custodian. If our firm sends a copy of our invoice to the client, a
    legend urging the comparison of information provided in our statement with those from the
    qualified custodian will be included.

❖ Financial Administration Services:
  Our firm may charge a fixed fee to be paid on a case by case basis for Financial Administration
  Services, depending on the scope of the engagement. Clients will generally pay a flat annual rate
  of up to $25,000, charged quarterly in advance. This fee is negotiable, depending on
  circumstances and requirements, and will be documented in the executed advisory agreement.

❖ Performance Reporting Service:
  For Performance Reporting Services, our firm may charge a maximum fee of 0.05% on the market
  value of the assets under advisement, although that amount may be lower depending on various
  circumstances and may be waived entirely as part of an overall advisory relationship. Annualized
  fees for this service are billed on a pro-rata basis quarterly in advance based on the value of the
  assets under advisement on the last day of the previous quarter. For clients of our firm, assets

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    under advisement (based on the last day of the previous quarter) will be reduced by twenty-five
    percent (25%), prior to any fee being applied.
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Item 7: Types of Clients & Account Requirements

Our firm does not have a minimum account balance for opening and maintaining accounts or
otherwise engaging our firm. However, our firm recommends that clients have a minimum account
balance of $5,000,000 for engaging us for our services

Our firm has the following types of clients:
   ❖ Individuals and High Net Worth Individuals;
   ❖ Trusts, Estates or Charitable Organizations;
   ❖ Corporations, Limited Liability Companies and/or Other Business Types