Ullmann Wealth Partners Group LLC

Item 5 Fees and Compensation

Fee Arrangements:
We offer two different service models, which determine how your fee will be calculated and paid. We
provide either Full Scope Wealth Management, which includes Investment Management, Advanced
Planning and Relationship Management and Divorce Advisory Services (to the extent applicable) or in
select cases, we provide these services without ongoing Investment Management.

In the case of investment advisory services clients (i.e. for both Ullmann Wealth Partners Group, LLC
assets and outside assets), there may be fees for the first phase of services, which includes developing
a strategic investment plan. These fees are determined based on the complexity of the client’s situation
and the scope of work involved. If there is a fee for this phase, it is generally billed as a one-time project
fee.
Full Scope Wealth Management Services
If we are providing Full Scope Wealth Management Services, we provide ongoing investment
management services, Advanced Planning and Relationship Management Services, and if applicable
Divorce Advisory Services. In these instances, our fee will be based on the value of the assets under
our management according to the following fee schedule:
Investment Assets                    Annual Fee**
Up to $2,000,000                     1.2%
$2,000,000 to $5,000,000             1.15%
$5,000,000 to $7,000,000             1.00%
$7,000,000 to $10,000,000            0.90%
$10,000,000 to $15,000,000           0.80%
$15,000,000 to $25,000,000           0.70%
$25,000,000 to $50,000,000           0.60%
 $50,000,000                        0.50%

**Our annual Minimum Fee
ranges from $2500 to $40,000
**the fee schedule above applies to all client assets. This means that we charge you the percentage
fee listed based on the total value of your assets placed under our management, including the value of
cash and accrued interest and dividends. For example, if we manage $5,000,001 of your assets, you
will be charged an annual fee of 1.00% on the entire $5,000,001. Existing clients prior to November
2015 may pay different fees (including separate fees for planning services). Our fee may be

negotiated in certain circumstances, which may depend on factors including, but not limited to, the
scope and complexity of the services provided and the amount of the client's investment assets.

The fee will be charged for as long as we continue to provide services and will be automatically debited
from your managed account(s) on a quarterly basis at the beginning of each calendar quarter. We
provide services according to an Investment Advisory Agreement, which you must enter into before
becoming a client. If for any reason you wish to terminate our Investment Management Services, we
generally cease providing Advanced Planning and Relationship Management and Divorce Advisory
Services (if applicable). However, in our discretion, we may agree to continue providing these additional
planning services and in this case, we would require you to enter a new agreement and agree to a new
fee structure. If our services are terminated at any time other than the end of a calendar quarter, we will
return any unearned fees to you based on a proration of the number of days remaining in the calendar
quarter. We prorate our fees for contributions and withdrawals from your account of $10,000 or more.

As discussed above, clients could pay diverse fees based upon the market value of their assets, the
complexity of the engagement, the level and scope of the overall investment advisory services to be
rendered, client negotiations and the discretion we sometimes exercise when deciding which assets
to bill. These factors, result in similarly situated clients paying different fees. The services we
provide to any particular client could be available from other advisers at lower fees. All clients and
prospective clients should be guided accordingly. As discussed above, before engaging our firm to
provide you with investment advisory services, clients are required to enter into a discretionary
Wealth Management Agreement, setting forth the terms and conditions of the engagement
(including termination), which describes the fees and services to be provided.

Stand Alone Advanced Planning and Relationship Management and Divorce Advisory Services
We may provide Advanced Planning and Relationship Management and Divorce Advisory Services on
a stand-alone basis. In these cases, the fees for our services are negotiable depending upon the level
and scope of the service(s) required and the professional(s) rendering the service(s). Your initial fee is
payable after Step 3. For each year thereafter that we continue to provide these services, your fee is
recalculated on an annual basis and paid quarterly in advance.

Consulting Services
For consulting services, we charge an hourly non-negotiable fee of $500. Occasionally, we charge a
fixed fee for consulting related services that we negotiate on a case-by-case basis. The applicable fee
or estimated fee is determined when we agree on the scope of the consulting services. The fee is
directly dependent upon the facts and circumstances of your situation and the complexity of the
requested services. For hourly fee arrangements, an estimate of the total time and cost will be
determined at the start of the advisory relationship. In limited circumstances, the time and cost could
potentially exceed the initial estimate. In these cases, we will notify you and request that you approve
any additional fees related to this additional time.

Generally, these fees are payable in advance or as invoiced. However, in special circumstances, we
may agree to other arrangements. In any case, the services to be provided, the applicable fee-, and
fee-paying arrangements are agreed upon in advance of services being rendered and will be clearly
set forth in the executed agreement for services.
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Item 7 Types of Clients

We offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates,
charitable organizations, corporations, and other business entities.

Exceptions may be made regarding the minimum fee/account size depending on your circumstances.
We may also combine account values for you and your minor children, joint accounts with your spouse,
and other types of related accounts to meet the stated minimum.