Tritonpoint Wealth LLC

Item 5. Fees and Compensation
      TPW offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management or advisement. Additionally, certain of the Firm’s Supervised Persons, in their individual
      capacities, offer insurance products under a separate commission-based arrangement.

      Financial Planning and Consulting Fees

      TPW can charge a fixed fee for providing financial planning and consulting services. This can be part of a
      comprehensive wealth management engagement that includes investment management, or under a stand-
      alone engagement. These fees are negotiable, but range from $2,500 to $10,000, depending upon the scope
      and complexity of the services and the professional rendering the financial planning and/or the consulting
      services. The fee can be for a defined project, such as the delivery of a plan, or for ongoing services. If the
      client engages the Firm for additional investment advisory services, TPW can offset all or a portion of its
      fees for those services based upon the amount paid for the financial planning and/or consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement. For project-based services TPW requires one-half of the fee payable upon execution
      of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan or
      completion of the agreed upon services. Ongoing services are charged as described in the investment
      management section, below. The Firm does not, however, take receipt of $1,200 or more in prepaid fees,
      six or more months in advance of services rendered.
      In some circumstances, you can agree in your Advisory Agreement for TPW to perform a financial plan on
      a recurring basis. In these arrangements, your Advisory Agreement will lay out the Financial Planning
      renewal payment structure. Upon renewal payment for a Financial Plan, all work on the Financial Plan will
      be completed within six months or less. One-half of the fee charged prior to the Financial Plan completion,
      and one-half of the fee charged after the Financial Plan completion. Please refer to your Advisory
      Agreement for the specifics of your Financial Plan and the fees you are charged.

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 Disclosure Brochure

      Wealth Management Fees

      TPW offers wealth management services for an annual fee based on the amount of assets under the Firm’s
      management or advisement. This management fee varies between 25 and 150 basis points (0.25% – 1.50%),
      depending upon the size and composition of a client’s portfolio, the type and amount of services rendered
      and the individual(s) providing the services. As described above, the wealth management fees can also
      include a fixed fee as agreed upon.

      The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
      being managed by TPW on the last day of the previous quarter as determined by a party independent from
      the Firm (including the client’s custodian or another third-party).

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, fee
      adjustments will be made for deposits and withdrawals in excess of $50,000 during the quarter. For the
      initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement
      is terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

      As part of the wealth management services, TPW offers several model portfolios that can be used by clients.
      These model portfolios were developed and are managed by certain Advisors of TPW who are the original
      core group of advisors located in Maryland. This specific core group reviews these model portfolios on a
      regular basis in regards to the construction and investment allocation.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), TPW can negotiate a fee rate that
      differs from the range set forth above. Clients are advised that a conflict of interest exists for the Firm to
      recommend that clients engage TPW for additional services for compensation, including rolling over
      retirement accounts or moving other assets to the Firm’s management. Clients retain absolute discretion
      over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
      recommendations.

      If an account is being charged a minimum account program fee because of the total market value of the
      account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.

      Fee Discretion

      TPW may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,

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 Disclosure Brochure

      pro bono activities, or competitive purposes.

      Additional Fees and Expenses
...

Item 7. Types of Clients
      TPW offers services to individuals, trusts, estates, charitable organizations, corporations and other business

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 Disclosure Brochure

      entities, pension and profit-sharing plans and 501(c)(3)s.