Visionary Wealth Advisors LLC

Item 5. Fees and Compensation

     VWA offers services on a fee basis, which may include fixed fees, flat fees, as well as tiered fees based
     upon assets under management and/or advisement. Advisors have the discretion to lower a Client’s
     advisory fee below the Firm’s published maximum based on factors such as assets under management
     (AUM), portfolio complexity, and client longevity or relationship. Clients are encouraged to discuss
     advisory fees in detail with their chosen advisor.

     Financial Planning and Consulting Fees

     VWA may elect to charge a fixed, project-based fee to provide clients with comprehensive financial
     planning and/or consulting services under a stand-alone engagement. These fees are negotiable, but
     generally range from $500 to $15,000 on a fixed fee basis, depending upon the scope and complexity of
     the services to be rendered. If the client engages the Firm for additional investment advisory services, VWA
     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.

     The terms and conditions of the financial planning and/or consulting engagement are set forth in the
     Financial Planning Advisory Agreement (”FPAA”) and VWA generally requires one-half of the fee payable
     upon execution of the FPAA. The outstanding balance is generally due upon delivery of the financial plan
     or completion of the agreed upon services. The Firm does not, however, take receipt of $1,200 or more in
     prepaid fees in excess of six months in advance of services rendered.

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Disclosure Brochure                                                                          March 31, 2025

     Investment Management Fees

    VWA offers investment management services for an annual fee based on the amount of assets under the
    Firm’s management. This management fee generally ranges up to 125 basis points (1.25 %), depending on
    the size of a client’s portfolio, in accordance with the following fee schedule (the management fee schedule
    below excludes the Separately Managed Account Fee charged for Model Portfolios and Model Accounts as
    discussed below):

                                 PORTFOLIO VALUE                          BASE FEE
                                     Up to $250,000                       1.25 %
                                   $250,001 - $500,000                    1.20 %
                                   $500,001 - $750,000                    1.15 %
                                  $750,001 - $1,000,000                   1.05 %
                                 $1,000,001 - $5,000,000                  1.00 %
                                    Above $5,000,000                     Negotiable

    The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
    being managed by VWA on the last day of the previous billing period. If assets in excess of $10,000 are
    deposited into or withdrawn from an account after the inception of a billing period, the fee payable with
    respect to such assets is adjusted to reflect the interim change in portfolio value. 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.

    The annual fee for prior Sterling Capital Management (“SCM”) clients whose Wealth Management
    Agreement was assigned to VWA on January 1, 2019 is prorated and charged quarterly, in arrears, based
    upon the closing market value of the assets being managed by VWA on the last day of the billing quarter.
    In the event the advisory agreement is terminated, the fee for the final billing period is prorated through
    the effective date of the termination. If assets in excess of $100 are deposited into or withdrawn from an
    account after the inception of a billing period, the fee payable with respect to such assets is adjusted to
    reflect the interim change in portfolio value.

     Fee Discretion

    IARs may, in their 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 and pro bono activities, among others. Before signing an Advisory Agreement, please discuss
    fees thoroughly with your IAR.

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Disclosure Brochure                                                                           March 31, 2025

     Additional Fees and Expenses

    In addition to the advisory fees paid to VWA, clients may also incur certain charges imposed by other third
    parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
    (collectively “Financial Institutions”). These additional charges may include securities brokerage
    commissions, transaction fees, custodial fees, fees attributable to alternative assets, reporting charges,
    fees charged by the Independent Managers, margin costs, charges imposed directly by a mutual fund or
    ETF in a client’s account, as disclosed in the fund’s prospectus (e.g., fund management fees and other fund
    expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund
    fees, and other fees and taxes on brokerage accounts and securities transactions. The Firm’s brokerage
    practices are described at length in Item 12, below.

    For clients or IARs that choose to utilize the Model Portfolio or Model Account services, additional fees
...

Item 7. Types of Clients
    VWA offers services to individuals, trusts, estates, charitable organizations, business entities, and
    retirement plans. We may also provide investment advisory services to clients of other advisors, pursuant
    to contractual relationships with those advisors.