Wealth Ease Wealth Management LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

WEWM charges an annual asset-based fee for portfolio management services, negotiable
up to 2.00%, based on the average daily balance of the client’s account, billed quarterly in
arrears. The specific fee rate (e.g., 1.00%, 1.25%, 1.50%) is agreed upon with each client

and memorialized in the Investment Advisory Contract. Minimum annual fee: $500. The
Wealth Ease Process Fees Clients opting into "The Wealth Ease Process" pay:

       •       AUM Fee: A higher, negotiable annual fee (e.g., 1.25% or 1.50%) for
               ongoing portfolio management, estate planning integration, and tax
               planning coordination. This fee is optional and may be declined without
               affecting standard portfolio management, which carries a lower rate (e.g.,
               1.00%). The exact rate is specified in the client’s Investment Advisory
               Contract.
       •       Estate Planning Coordination Fee: A one-time fixed fee, negotiable based
               on client circumstances (e.g., $2,000 as an example), billed in arrears upon
               completion of the estate plan via a separate Financial Planning Agreement.
               This fee covers WEWM’s coordination with third-party providers (e.g.,
               Wealth.com for simpler plans, local full-service estate planning attorneys
               for complex needs) and offsets costs paid to these providers. The fee varies
               to ensure fairness, reflecting the complexity and resources required for
               each client’s estate plan.

Fees are negotiable and tailored to each client’s situation. Clients receive 30 days’ prior
written notice of any AUM fee increase beyond the agreed rate, requiring an amended
contract. Clients may terminate agreements within five business days of signing for a full
refund, or thereafter with written notice, paying only for services rendered.

Pension Consulting Services Fees

Asset-Based Fees for Pension Consulting

        Total Assets Under Management         Annual Fee
        All Assets                            Up to 1.00%

WEWM uses an average of the daily balance in the client's account throughout the billing
period, after taking into account deposits and withdrawals, for purposes of determining
the market value of the assets upon which the advisory fee is based.

These fees are generally negotiable, and the final fee schedule will be memorialized in the
client’s advisory agreement.

Clients may terminate the agreement without penalty for a full refund of WEWM's fees
within five business days of signing the Investment Advisory Contract. Thereafter, clients
may terminate the pension consulting agreement immediately upon written notice.

Financial Planning & Consulting Fees

Fixed Fees

The negotiated fixed rate for creating client financial plans is between $500 and $15,000.

Hourly Fees

The negotiated hourly fee for these services is $250.

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

B. Payment of Fees

Payment of Portfolio Management Fees

AUM fees are withdrawn directly from client accounts quarterly in arrears with written
authorization, or invoiced to clients for payment by check or wire, at the client’s election.
Payment of The Wealth Ease Process Fees.

       •       The increased AUM fee for ongoing services is paid quarterly in arrears, as
               above.
       •       The estate planning coordination fee (e.g., $2,000 as an example) is billed
               via check or wire in arrears upon completion of the estate plan by the third-
               party provider (e.g., Wealth.com or a local attorney), per the Financial
               Planning Agreement. The fee amount, if any, is agreed upon with the client
               based on their specific needs.

Clients may incur additional fees payable directly to third-party providers (e.g.,
Wealth.com’s attorney network, local estate planning attorneys, CPAs), which are
separate from WEWM’s fees.

Payment of Pension Consulting Fees

Asset-based pension consulting fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis or may be invoiced and billed
directly to the client on a quarterly basis. Clients may select the method in which they are
billed. Fees are paid in arrears.

Payment of Financial Planning & Consulting Fees

Financial planning fees are paid via check and wire.

Fixed financial planning fees are paid in arrears upon completion.

Hourly financial planning fees are paid in arrears upon completion.

       C. Client Responsibility For Third Party Fees

       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 WEWM. (Please see Item 12 of this
       brochure regarding broker-dealer/custodian.)

       D. Prepayment of Fees

       WEWM collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation For the Sale of Securities to Clients

       Austin E. Rinard in his outside business activities (see Item 10 below) is licensed to accept
       compensation for the sale of investment products to WEWM clients. This presents a
       conflict of interest and gives the supervised person an incentive to recommend products
       based on the compensation received rather than on the client’s needs. When
       recommending the sale of securities or investment products for which the supervised
       persons receives compensation, WEWM will document the conflict of interest in the client
...

Item 7: Types of Clients

WEWM generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Pension and Profit Sharing Plans

There is no account minimum for any of WEWM’s services.