Wealth Teams Alliance Inc

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five (5)
business days of signing the contract without incurring any advisory fees. How we are paid depends on the type
of advisory service we are performing. Please review the fee and compensation information below. Please note,
lower fees for comparable services may be available from other sources.

Investment Supervisory Services
Please note that certain legacy clients on our advisory platform may be subject to a slightly different fee schedule,
however, in no case will the maximum annual advisory fee charged to any advisory client exceed the 1.5%.

Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar
quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on
the market value of assets under management at the end of the prior quarter. Investment advisory fees range
from 0.60% to 1.10% annually based on assets under management. However, fees shall vary depending upon
various objective and subjective factors, including but not limited to: the representative assigned to the account,
the amount of assets to be invested, the complexity of the engagement, the anticipated number of meetings
and servicing needs, related accounts, future earning capacity, anticipated future additional assets, and
negotiations with the client. The advisory fee shall generally be increased if the client engagement includes
financial planning services as part of their engagement. As a result, similar clients could pay different fees, which
will correspondingly impact a client’s net account performance. Moreover, the services to be provided by the
Wealth Teams Alliance to any particular client could be available from other advisers at lower fees. Relationships
with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be
charged a higher fee.

Before engaging Advisor to provide investment advisory services, clients are required to enter into a
discretionary Investment Advisory Agreement, setting forth the terms and conditions of the engagement
(including termination), which describes the fees and services to be provided.

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Advisory fees are directly debited from client accounts, which is further explained in Item 15 of this brochure.
Accounts initiated or terminated during a calendar quarter will be charged a pro-rated fee based on the amount
of time remaining in the billing period. An account may be terminated with written notice at least one month in
advance. Upon termination of any account, any unearned fee will be refunded to the client. Wealth Teams
Alliance does not make any fee adjustments for intra-period additions or withdrawals to or from managed
accounts.

Financial Planning Fee
Financial Planning will generally be offered on a fixed fee basis. In special circumstances it may be offered on
an hourly basis at a rate of $350.00 per hour, depending on the nature of the specified services. If hourly basis
is chosen, an estimated fee will be provided with half of the estimate fee due upon signing the financial planning
agreement, and the remainder due upon delivery of the financial plan. Fixed fees will be determined on a case
by case basis with the fee based on the complexity of the situation and the needs of the client. The fixed fee will
be agreed upon before the start of any work. The fixed fee can range between $1,500.00 and $5000.00. The fee
is negotiable. If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder
is due at completion of work, however, Wealth Teams Alliance will not bill an amount above $500.00, more than
6 months in advance. In the event of termination before the delivery of the financial plan, the client will be billed
at the rate of $350.00 per hour of work completed. If this is less than the half of the fee paid at the beginning of
the processes, then the client will be issued a refund of unearned portion of the fee. If this is more, then the
client will receive a final bill for earned but unpaid services.

Advice regarding Real Estate Mortgages
For this service, Clients are charged a 1% fee on their cumulative loans issued by Mortgage Lenders. This fee will
be remitted to Wealth Teams Alliance by the investor in payment for advisory services. Clients will authorize
this fee deduction and will receive an itemized invoice when billed.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other third
parties such as custodial fees, 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. Mutual fund
and exchange traded funds also charge internal management fees, which are disclosed in a fund’s prospectus.
Such charges, fees and commissions are exclusive of and in addition to our fee, and we shall not receive any
portion of these commissions, fees, and costs.

Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).

In the event the client desires, the client can engage certain of representatives, in their individual capacities as
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Item 7: Types of Clients
We provide portfolio management services to individuals and high net worth individuals. We do not have a
minimum account size or advisory fee requirement.