Taylor Wealth Management LLC

Item 5. Fees and Compensation

         TWM offers its services on an hourly or fixed fee basis.

         Investment Management Fees

         TWM may be engaged to manage a client’s investments without the overall wealth management services. The
         annual fee for investment management only services varies (between $3,000 and $40,000) depending primarily on
         the amount of assets to be managed. TWM’s annual investment management fee is prorated and charged quarterly,
         in advance, beginning at the first full month of engagement.

         Wealth Management Fees

         TWM provides wealth investment management services for an annual fixed fee. TWM’s annual fee is exclusive of,
         and in addition to brokerage commissions, transaction fees, and other related costs and expenses which are incurred
         by the client. TWM does not, however, receive any portion of these commissions, fees, and costs. The annual fee
         varies (between $3,000 and $40,000) depending upon a number of factors including the complexity of the client’s
         financial situation, the composition of the securities in each investment portfolio, the amount of assets invested
         and/or other relevant factors used to determine the necessary level of services to be provided by TWM.

         TWM’s annual wealth management fee is prorated and charged quarterly, in advance, beginning at the first full
         month of engagement.

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         Taylor Wealth Management, LLC Disclosure Brochure

         Financial Planning and Consulting Fees

         Unless otherwise included in its wealth management services, TWM may charge an hourly fee for financial planning
         services. These fees are negotiable, but are generally $500 per hour. If the client engages TWM for additional
         investment advisory services, TWM may offset all or a portion of its fees for those services based upon the amount
         paid for the financial planning and/or consulting services.

         Prior to engaging TWM to provide financial planning and/or consulting services, the client is required to enter into a
         written agreement with TWM setting forth the terms and conditions of the engagement. Generally, TWM requires
         one-half of the estimated financial planning fee payable upon entering the written agreement with the balance due
         upon delivery of the financial plan or completion of the agreed upon services.

         Additional Information

         Lower fees for comparable services may be available from other sources.

         TWM does not debit fees directly from client accounts. Clients will receive an invoice from TWM each quarter and
         must remit payment directly to TWM.

         Fees for Management During Partial Quarters of Service

         As discussed above, TWM begins billing at the beginning of the first full month of an engagement.

         The Agreement between TWM and the client will continue in effect until terminated by either party pursuant to the
         terms of the Agreement. TWM’s fees are prorated through the date of termination and any remaining balance is
         charged or refunded to the client, as appropriate.

         Clients may make additions to and withdrawals from their account at any time, subject to TWM’s right to terminate
         an account. Additions may be in cash or securities provided that TWM reserves the right to liquidate any transferred
         securities or decline to accept particular securities into a client’s account. Clients may withdraw account assets on
         notice to TWM, subject to the usual and customary securities settlement procedures. However, TWM designs its
         portfolios as long-term investments and the withdrawal of assets may impair the achievement of a client’s
         investment objectives. TWM may consult with its clients about the options and ramifications of transferring
         securities.   However, clients are advised that when transferred securities are liquidated, they are subject to
         transaction fees, fees assessed at the mutual fund level (i.e. contingent deferred sales charge) and/or tax
         ramifications.

         If assets are deposited into or withdrawn from an account after the inception of a quarter the fee payable with respect
         to such assets will not be adjusted or prorated.

         Fees Charged by Financial Institutions

         As further discussed in response to Item 12 (below), TWM recommends that clients utilize the brokerage and
         clearing services of Altruist Financial LLC (“Altruist”) for investment management accounts.

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         Taylor Wealth Management, LLC Disclosure Brochure

         TWM may only implement its investment management recommendations after the client has arranged for and
         furnished TWM with all information and authorization regarding accounts with appropriate financial institutions.
         Financial institutions include, but are not limited to, Altruist, any other broker-dealer recommended by TWM,
         broker-dealer directed by the client, trust companies, banks etc. (collectively referred to herein as the “Financial
         Institutions”).

         Clients may incur certain charges imposed by the Financial Institutions and other third parties such as custodial
         fees, charges imposed directly by a mutual fund or ETF in the account, which are disclosed in the fund’s prospectus
         (e.g., fund management fees and other fund expenses), deferred sales charges, odd-lot differentials, transfer taxes,
...

Item 7. Types of Clients
         TWM provides its services to individuals (including high net worth individuals).

         Minimum Fee

         TWM shall impose a minimum annual fee of $3,000 for its investment and wealth management services. This
         minimum fee can have the effect of making TWM’s service impractical for certain clients, particularly those with
         smaller portfolios. TWM, in its sole discretion, may waive its minimum annual fee based upon certain criteria
         including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
         managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.