Wealthbridge Capital Management LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
more written agreements with the Advisor.

A. Fees for Advisory Services
Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
wealth management agreement. Wealth management fees are based on the market value of assets under
management at the end of the prior calendar quarter. Wealth management fees are based on the following
schedule:

                         Assets Under Management ($)                   Annual Rate (%)
                          Up to $250,000                                   1.50%
                          $250,001 to $500,000                             1.35%
                          $500,001 to $1,000,000                           1.20%
                          $1,000,001 to $2,500,000                         1.00%
                          $2,500,001 to $5,000,000                         0.90%
                          Over $5,000,000                                  0.80%

Fees for wealth management in the first quarter of service are prorated from the inception date of the account[s]
to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will
take into consideration the aggregate assets under management with the Advisor. All securities held in accounts
managed by WealthBridge Capital will be independently valued by the Custodian. The Advisor will conduct
periodic reviews of the Custodian’s valuations to ensure accurate billing.

Divorce Financial Analysis
WealthBridge Capital d/b/a Novel Divorce Financial Solutions generally provides divorce financial analysis
services at an hourly rate of $300. Clients receiving paid divorce financial analysis services are required to pay an
initial retainer of $3,000, which is applied against fees and costs incurred in connection with the engagement. The
initial retainer may not cover all fees and costs necessary to complete the analysis. If the initial retainer is
exhausted, the Advisor may require an additional retainer in an amount determined based on the services to be
provided.

Schwab Institutional Intelligent Portfolios
Schwab Institutional Intelligent Portfolios are paid quarterly, in advance of each calendar quarter, pursuant to the
terms of the investment advisory agreement. Advisory fees are based on the market value of assets under
management at the end of the prior calendar quarter. Advisory fees range from 0.25% to 0.50%:

403(b) investment management: 403(b) plans will be charged a flat fee of .50% of AUM. These fees are based on
the market value of assets under management at the end of the prior calendar quarter. Fees are paid quarterly, in
advance of each calendar quarter, pursuant to the terms of the investment management agreement

Use of Independent Managers
As noted in Item 4, the Advisor will implement all or a portion of a Client’s investment portfolio utilizing one or
more Independent Managers. To eliminate any conflict of interest, the Advisor does not earn any compensation
from an Independent Manager. The Advisor will only earn its investment advisory fee as described above.
Independent Managers typically do not offer any fee discounts but may have a breakpoint schedule which will
reduce the fee with an increased level of assets placed under management with an Independent Manager. The
terms of such fee arrangements are included in the Independent Manager’s disclosure brochure and applicable
contract[s] with the Independent Manager. The total blended fee, including the Advisor’s fee and the Independent
Manager’s fee, will not exceed 2.00% annually.

                                         WealthBridge Capital Management, LLC
                                    550 Polaris Parkway, Suite 560, Westerville, OH 43082
                                        Phone: (614) 591-4515 | Fax: (614) 635-4895

                                                http://wealthbridgecm.com

Educational Seminars
Fees for educational seminars or speaking engagements range up to $149 per individual per engagement
depending on the content of the seminar.

B. Fee Billing
Wealth Management Services
Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s]
at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be
deducted from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by
applying the annual rate divided by the number of days in the year and multiplied by the number of days in the
billing period to the total assets under management with WealthBridge Capital at the end of the prior quarter.
Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the wealth
management fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the
Custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients provide written
authorization permitting advisory fees to be deducted by WealthBridge Capital directly from their account[s] held
by the Custodian as part of the investment advisory agreement and separate account forms provided by the
Custodian.

Divorce Financial Analysis
For divorce financial analysis engagements, fees and costs are applied against the Client’s retainer as services
are performed. WealthBridge Capital d/b/a Novel Divorce Financial Solutions bills monthly for services performed
during the preceding month and provides a statement identifying the services performed, time allocated and costs
incurred. Any charges in excess of the retainer are due and payable within 30 days of the invoice. Amounts not
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Item 7 – Types of Clients
WealthBridge Capital offers wealth management services to individuals, high net worth individuals, trusts, and
estates. The amount of each type of Client is available on WealthBridge Capital’s Form ADV Part 1A. These
amounts may change over time and are updated at least annually by the Advisor. WealthBridge Capital generally
requires a minimum household relationship size of $500,000, but may accept clients with smaller amounts at the
sole discretion of the Advisor.

Clients eligible to enroll in the Schwab Institutional Intelligent Portfolios include individuals, IRAs, and revocable
living trusts. Clients that are organizations (such as corporations and partnerships) or government entities, and
clients that are subject to the Employee Retirement Income Security Act of 1974, are not eligible for Schwab
Institutional Intelligent Portfolios. The minimum investment required to open an account in the Schwab
Institutional Intelligent Portfolios is $5,000. The minimum account balance to enroll in the tax-loss harvesting
feature is $50,000.