Stavis Wealth Transfer Solutions LLC

Item 5 – Fees and Compensation
The specific manner in which fees are charged by Stavis Wealth is established in an advisory
client’s written advisory services agreement with the Firm. Our advisory agreement does
not include any assets under management or AUM fees on the subaccounts within a life
insurance policy for which the Firm is providing supervisory services. These services are

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STAVIS WEALTH                                                       ADV-PART 2 BROCHURE
                                                                          DATE: MAR. 2026

provided for clients who either have, or plan to purchase, life insurance policies through
Stavis Wealth.

We receive the following advisory and financial/wealth planning fees in connection with our
services to clients. All client fee arrangements are set forth in written advisory agreement.
Fees are generally calculated on an annual project basis, payable at the time of engagement,
and are due upon receipt of invoice. Either party may terminate the financial/wealth
planning and/or estate planning agreement within 30 days.

Financial/Estate & Wealth Transfer Planning Advisory Fees
Our Firm charges advisory fixed-fees for financial/wealth, estate, and philanthropic planning
services, on a case by case basis. Total fees charged are generally based on the scope and
complexity of the engagement and the time, research, and other resources that will be
devoted to complete the services.

     FINANCIAL/ESTATE PLANNING & WEALTH ADVISORY FEE SCHEDULE

                          NET WORTH                      FEE
                         ($ in Millions)              STRUCTURE

                            $0 - $25                    $25,000
                                                      (Maximum)
                                                        $50,000
                            Next $25                  (Maximum)
                                                       $100,000
                            Next $50                  (Maximum)
                                                       $150,000
                           Next $100                  (Maximum)
                                                       $250,000
                           Over $200                  (Minimum)

Fixed-Fees generally range from $2,500 to $100,000 depending on the mix of assets, scope
and complexity of the engagement. The above fees exclude charges from other professionals
during the course of the engagement such as Attorneys, CPAs, Business Valuation Experts,
and Trustee fees.
Estate-Financial/Wealth Planning Project Services
A flat or fixed project fee may be paid to our Firm for standalone estate-financial
planning/consulting services as agreed by the parties in writing based on the scope and
complexity of such services, which is evaluated case by case and determined in the proposal
meeting. The financial planning fee and scope of services is generally reviewed annually.

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STAVIS WEALTH                                                          ADV-PART 2 BROCHURE
                                                                             DATE: MAR. 2026

Also Stavis Wealth reserves the right to extend estate-financial planning and related wealth
advisory services to legacy clients per a different fee schedule, including up to a waiver of the
fee.
Assets Under Management Fee Schedule

                    ASSETS UNDER MANAGEMENT FEE SCHEDULE

                  Under 2MM                     100 BPS

                  2MM-4MM                        75 BPS

                  4MM-6MM                        65 BPS

                  6MM-10MM                       55 BPS

                  10MM and Over                 Negotiable flat fee
                                                from $10MM invested

Where mutually agreed, the Firm will offset planning-consulting fees with the asset under
management fees in providing both types of advisory services. Where the Firm is not engaged
for financial-estate planning services, the Firm will provide asset management advisory
services only.

Also Stavis Wealth reserves the right to extend assets under management services and
related advisory services to legacy clients per a different fee schedule, including up to a
waiver of the fee.
Trust Policy Management Services
The Firm will charge a $3,500-$5,500 annual fee, payable at time of engagement, in order to
maintain the integrity of the estate plan and specific trusts, as they relate to the estate and
estate tax protection plan. The processes and multi-step services are listed above, and such
annual fee range is based on complexity and scope of work.
In any year where a financial and estate planning fee is paid by the client, the cost of trust
policy management servicing and the related trust policy management fee will be included
in the annual financial planning retainer, rather than charged as a separate fee.
Stavis Wealth reserves the right to extend Trust Policy Management Services to legacy clients
per a different fee schedule, including up to a waiver of the fee.

Life Insurance Policy Audits
The Firm’s fee for a life insurance policy audit is $2,500. This includes an assessment of the
current valuation, planned premium payment, and in-force ledger examination to determine

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STAVIS WEALTH                                                        ADV-PART 2 BROCHURE
                                                                           DATE: MAR. 2026

policy performance as it relates to client objectives. This fee may be waived for advisory
clients who engage the Firm under a Financial-Estate Planning Contract

Family Retreats
Full-day family meetings generally have an associated $10,000 fee, excluding airfare and
...

Item 7 – Types of Clients
Stavis Wealth provides financial, wealth and estate planning advisory services and related
wealth transfer consulting services to individual and high-net-worth investors, family
offices, trusts, charitable organizations and foundations, and small business companies and
other corporate clients.