Solyco Wealth LLC

Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one more
written agreements with the Advisor.

A. Fees for Advisory Services
Investment Management Services
Investment management fees are paid quarterly or monthly, in arrears of each calendar quarter or month pursuant to
the terms of the investment management agreement. Investment management fees are based on the market value of
assets under management at the end of the quarter or month. Investment management fees range up to 1.50%
annually based on several factors, including: the scope and complexity of the services to be provided; the level of
assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific
reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The Client’s fees will
take into consideration the aggregate assets under management with the Advisor. Fees may be negotiable at the sole
discretion of the Advisor. The investment management fee in the first quarter of service is prorated from the inception
date of the account[s] to the end of the first quarter. All securities held in accounts managed by Solyco Wealth will be
independently valued by the Custodian. Solyco Wealth will not have the authority or responsibility to value portfolio
securities.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor
shall not receive any portion of these commissions, fees, and costs. Pursuant to California Code of Regulations
Section 260.238(j), the Advisor discloses that the Client may be able to obtain similar services from other services
providers for a lower fee.

 Management Fee        Basis                                                 Timing
     1.50%             Assets under management at end of period              Monthly or Quarterly (or depending
                                                                             on agreement)

MONTHLY BILLING: Fee payable monthly at 0.125% per month, based upon the market value of the assets on the
last business day of the previous month.

QUARTERLY BILLING: Fee payable quarterly at 0.375% per quarter, based upon the market value of the assets on
the last business day of the previous quarter.

Financial Planning Services
Solyco Wealth offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees
range up to $250 per hour. Fixed fees range up to $1,500. Fees may be negotiable based on the nature and
complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total hours
and/or total costs will be provided to the Client prior to engaging for these services. Pursuant to California Code of
Regulations Section 260.238(j), the Advisor discloses that the Client may be able to obtain similar services from
other services providers for a lower fee.

B. Fee Billing
Investment Management Services
Investment management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s]
at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the respective month end date or quarter end date depending on the individual
agreement. The amount due is calculated by applying the monthly rate (annual rate divided by 12) or quarterly rate
(annual rate divided by 4) to the total assets under management with Solyco Wealth at the end of the month or
quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the
investment advisory fee. In addition, the Advisor will provide the Client a report itemizing the fee, including the
                                                     Solyco Wealth LLC
                                          210 South Old Woodward Avenue, Suite 240
                                                 Birmingham, Michigan 48009
                                                    Phone: 947-208-4035
                                                http://www.solycowealth.com/

calculation period covered by the fee, the account value and the methodology used to calculate the fee. Clients are
urged to also review and compare the statement provided by the Advisor to the brokerage statement from the
Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting
advisory fees to be deducted by Solyco Wealth to be paid directly from their account[s] held by the Custodian as part
of the investment advisory agreement and separate account forms provided by the Custodian.

Financial Planning Services
Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Solyco Wealth, in connection with
investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities
execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge
securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the
terms and conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for
mutual funds and other types of investments. The fees charged by Solyco Wealth are separate and distinct from
these custody and execution fees.
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Item 7 – Types of Clients

Solyco Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates,
businesses, and retirement plans. The amount of each type of Client is available on Solyco Wealth’s Form ADV
Part 1A. These amounts may change over time and are updated at least annually by the Advisor. Solyco Wealth
generally does not impose a minimum relationship size.