Veltria Advisors Corp

Item 5: Fees and Compensation

Financial Planning and Consulting services Fees

Clients may terminate the agreement without penalty for a full refund of Veltria’s fees within five business
days of signing the Financial Planning Agreement. Thereafter, clients may terminate the Financial Planning
Agreement generally upon written notice.

Fixed Fees

The fixed rate (retainer) for financial planning and consulting is typically between $36,000 and $48,000 per
year, up to 1% of assets under management. However, all fees are negotiated on a case-by-case basis and
may be higher or lower than this range depending on the scope and complexity of services provided. Fees
are charged quarterly in arrears.

Payment of Asset-Based Portfolio Management Fees

Asset-based portfolio management are invoiced and billed directly to the client on a quarterly basis. Fees

Veltria Advisors Corp.                                                        Form ADV Part 2A Brochure

are paid in arrears.

Payment of Financial Planning Fees

Financial planning fees are paid via wire. Fixed financial planning fees are paid in arrears upon completion.

Clients are responsible for the payment of all third party fees (i.e. custodian fees, brokerage fees, mutual
fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged
by the Firm. Please see Item 12 of this brochure regarding broker-dealer/custodian.

The Firm collects its fees in arrears. It does not collect fees in advance.

Neither Veltria nor its supervised persons accept any compensation for the sale of securities or other
investment products, including asset-based sales charges or service fees from the sale of mutual funds.

Item 7: Types of Clients

Veltria generally provides advisory services to High-Net-Worth Individuals.

Veltria does not have an account minimum.