Star Wealth Management Corporation

Item 5 Fees and Compensation
Investment Advisory Fees
Fees for Discretionary and Non-Discretionary Investment Advisory Services (Excluding Independent Managers)
Star’s standard fee for discretionary or non-discretionary investment advisory services (excluding engagements with an
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allocation to Independent Managers) will be prorated and charged based on a percentage of the combined market value
of the assets placed under Star’s management as follows:
        Combined Client Portfolio Value                            Annual Advisory Fee
        $0 – $249,999                                              1.50%
        $250,000-$499,999                                          1.45%
        $500,000-$749,999                                          1.35%
        $750,000-$1,249,999                                        1.25%
        $1,250,000-$1,999,999                                      1.00%
        $2,000,000                                                 0.90%
Clients will not incur a proportionate fee at each tier. Rather, the client’s fee will be calculated based on the percentage
of the tier that corresponds to the total value of that client’s portfolio, which will be aggregated for the benefit of that
entire client’s household. For example, if a client and members of that client’s household maintain $400,000 in total assets
under Star’s management, they would pay an annual fee of 1.45%, and not 1.50% on the amount up to $249,999 and
1.45% on the remaining $151,0000.
Fee for Variable Annuity Management
Without limiting and in addition to the above, Star charges a flat fee of 1% of assets under Star’s management contained
in a variable annuity product and would exclude the value of those assets from the investment advisory fee calculation
under the above fee schedule.
Fees for Discretionary Investment Advisory Services Using Independent Managers
For clients who formerly engaged Star to provide discretionary investment advisory services using Independent Managers,
Star’s investment advisory fee generally ranges between 0.90% and 1.25% of the value of assets under management
through the applicable Independent Managers. This investment advisory fee is separate from, and in addition to, the fees
that the respective Independent Managers charge.
Additional Information About Star’s Investment Advisory Fees
In limited circumstances, Star’s investment advisory fee is negotiable at Star’s discretion. Therefore, Star may agree to
charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge a fee on a different interval, on
certain assets placed under its supervision, including but not limited to, cash positions, concentrated positions or holdings,
or the holding of employer stock. Whether Star will negotiate its fee and the amount that Star is willing to negotiate is
based upon certain criteria that include but are not necessarily 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, grandfathered fee schedules, future earning capacity, anticipated future additional assets, the
investment adviser representative providing the services, prior relationships with Star and its representatives (including
employees and family members), and negotiations with the client. Certain legacy clients may have accepted different pre-
existing service offerings from Star and may therefore receive services under different fee schedules than as set forth
above. As a result, similarly situated clients could pay different fees, the services to be provided by Star 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.
Financial Planning and Consulting Fees
Star’s financial planning and consulting fees are negotiable depending upon the level and scope of the services required
and the professionals providing the services. Star either charges $500 per hour, or generally between $2,500.00 and
$10,000.00 on a fixed fee basis, according to the terms and conditions of a stand-alone financial planning and consulting
agreement. Star typically charges 50% of the fixed fee or the anticipated hourly fee in advance, but never more than six
months in advance of Star earning the applicable portion of that fee. Financial planning and consulting fees are generally
payable by check, which are due upon receipt of an invoice from Star.

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Methods and Frequency of Payment
Clients may choose to have Star’s investment advisory fees deducted from their custodial account. Star’s investment
advisory agreement, the custodial / clearing agreement, and the agreement with the Platform Sponsor may authorize the
custodian or Platform Sponsor to debit the account for the amount of Star’s investment advisory fee and to directly remit
that investment advisory fee to Star in compliance with regulatory procedures. In the limited event that Star bills the client
directly, payment is due upon receipt of Star’s invoice.
For discretionary or non-discretionary investment advisory services that do not use Independent Managers, Star deducts
fees or bills clients quarterly in advance, based upon the market value of the assets on the last business day of the previous
quarter, which may be prorated and adjusted in the following billing quarter to assess additional fees or to refund prepaid
fees related to individual deposits into the client’s account or individual withdrawals from the client’s account that exceed
$100,000 each (and not in the $100,000 in the aggregate during the billing quarter).
For clients who engage Star to provide discretionary investment advisory services using Independent Managers, the
Independent Manager will deduct all applicable fees (which typically include the manager’s own fee and Star’s investment
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Item 7 Types of Clients
Star’s clients currently generally include individuals, high net worth individuals, their affiliated trusts and estates, and
business entities. While Star does not impose mandatory requirements for opening or maintaining investment advisory
accounts, Star generally seeks to provide those services to clients having at least $250,000 in assets designated for
management.