Unity Wealth Partners LLC

Item 5: Fees and Compensation
Unless a Client has received this brochure at least 48 hours prior to signing an Advisory Contract, the Advisory
Contract may be terminated by the Client within five (5) business days of signing the Advisory Contract without
penalty.

How we are paid depends on the type of advisory services we perform. Below is a brief description of our fees,
however, you should review your executed Client Contract for more detailed information regarding the exact fees
you will be paying. Please note, lower fees for comparable services may be available from other sources.

Investment Management Services
Our standard advisory fee is based on a percentage of the market value of assets under management. The
annualized fees for investment management services are based on the following fee schedule:

                       Assets Under Management                        Annual Advisory Fee
                               $0 - $500,000                                  1.50%
                          $500,001 - $1,000,000                               1.25%
                         $1,000,001 - $3,000,000                              1.00%
                         $3,000,001 - $5,000,000                              0.85%
                          $5,000,001 and Above                                0.75%

The annual fee is paid in arrears on a monthly or quarterly basis and is based on the value of the Client’s
account(s) as of the last day of the billing period. The advisory fee is a blended tier. For example, for assets under
management of $2,000,000, a Client would pay 1.50% on the first $500,000, 1.25% on the next $500,000, and
1.00% on the next $1,000,000. The formula for the fee is determined by the following calculation: (($500,000 x
1.50%) + ($500,000 x 1.25%) + ($1,000,000 x 1.00%)) ÷ 4 (quarterly) or 12 (monthly).
The advisory fee may be reduced or waived at the discretion of UWP. UWP may include the value of any held
away investment accounts when calculating the total advisory fee for accounts in which UWP provides ongoing
advice and supervision, and that we conduct periodic reviews of. These accounts may include 529 Plans, 401(k)
and other employer sponsored tax qualified accounts, as well as other brokerage accounts that the client
maintains at other financial institutions. No increase in the annual fee shall be effective without written consent
from the Client by signing a new agreement or amendment to their current advisory agreement.

If an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee. The Outside Manager
will debit the Client’s account for the total fee, which will consist of the Outside Manager’s fee and UWP’s

advisory fee. The Outside Manager will then remit UWP’s portion of the fee to the firm.
Advisory fees are directly debited from Client account(s) held at an unaffiliated third-party custodian, or the
Client may choose to pay by electronic funds transfer, credit card, or check. We use an independent third party
payment processor in which the Client can securely input their payment information to pay their fee. We do not
have access to the Client’s banking or credit information at any time. The Client will be provided with their own
secure portal in order to make payments. Our advisory fee is prorated for any partial billing periods occurring
during the engagement, including the initial and terminating billing periods. An account may be terminated with
written notice at least 30 calendar days in advance. Since fees are paid in arrears, no refund will be needed upon
termination of the account. Clients will be responsible for payment of fees up to the date of termination.
Ongoing Comprehensive Financial Planning
If the Client wishes to engage in an ongoing comprehensive financial planning service, the fee can range between
$4,800 and $24,000 annually. The fee may be paid monthly or quarterly in arrears, with the frequency determined
by the client. The fee is negotiable and may be reduced or waived at the discretion of UWP. Fees for this service
may be paid by electronic funds transfer, credit card, or check. We use an independent third party payment
processor in which the Client can securely input their payment information to pay their fee. We do not have access
to the Client’s banking or credit information at any time. The Client will be provided with their own secure portal
in order to make payments. This service may be terminated with 30 days’ notice. Since fees are paid in arrears, no
refund will be needed upon termination of the engagement. Clients will be responsible for payment of fees up to
the date of termination.
Project-Based Financial Planning
Project-Based Financial Planning is offered on a fixed fee basis. The fixed fee will be agreed upon before the start
of any work. The fixed fee can range between $500 and $25,000, depending on complexity and the needs of the
client. The fee is negotiable and may be reduced or waived at the discretion of UWP. Twenty percent (20%) of
the fee is due at the beginning of the process and the remainder is due at completion of work, however, UWP will
not bill an amount of or above $500.00 more than 6 months in advance. Fees for this service may be paid by
credit card, electronic funds transfer, or check. We use an independent third party payment processor in which the
Client can securely input their payment information to pay their fee. We do not have access to the Client’s
banking or credit information at any time. The Client will be provided with their own secure portal in order to
make payments. In the event of early termination prior to the initial plan being delivered, fees will be prorated
based upon the percentage of the work done up to the date of termination and any unearned fees will be refunded
to the Client.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which
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Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals and high net-worth individuals.
Our minimum account size requirement is $100,000, which may be waived at UWP’s discretion.