WealthEdge Investment Advisors LLC

Item 5 – Fees and Compensation

      PORTFOLIO MANAGEMENT SERVICES & MODEL PORTFOLIO FEES

Our annual fees for Individual Portfolio Management Services and Model Portfolio
Management Services are based upon a percentage of assets under management and
generally range from 0.2% for fixed income portfolios up to 2.5% for individual and model
portfolio management services.

Our fees are billed in arrears at the end of each calendar quarter based upon the average
value (market value or fair market value in the absence of market value) of the client's
account in the previous quarter. The average value is calculated by dividing the sum of
the daily closing market values for each business day the account was open during the
quarter by the number of business days in the quarter.

Fees will be debited from the account in accordance with the client's authorization in the
Investment Advisory Agreement. WealthEdge's advisory fees are negotiable.

A minimum of $50,000 of assets under management is required for this service. This
account size may be negotiable under certain circumstances. WealthEdge may group
certain related client accounts for the purposes of achieving the minimum account size
and determining the annualized fee.

WealthEdge's advisory fees for third-party managers are not negotiable. Typically, the
third-party manager will calculate the fee based on your agreement(s) with the third-
party manager and/or with us, debit the fee from your account, and remit our portion of
the fee directly to us. In any case, the total combined fee paid to the third-party manager
and to us will not exceed 2.5% of the assets under management.

                              GENERAL INFORMATION

Termination of the Advisory Relationship. A client agreement may be canceled at
any time, by either party, for any reason, upon receipt of 30 days' written notice. As
disclosed above, certain fees are paid in advance of services provided. Upon termination
of any account, any prepaid, unearned fees will be promptly refunded. In calculating a
client’s reimbursement of fees, we will pro-rate the reimbursement according to the
number of days remaining in the billing period.

Mutual Fund Fees. All fees paid to WealthEdge for investment advisory services are
separate and distinct from the fees and expenses charged by mutual funds and/or EFTs
to their shareholders. These fees and expenses are described in each fund's prospectus.
These fees will generally include a management fee, other fund expenses, and a
possible distribution fee. A client could invest in a mutual fund directly, without our
services. In that case, the client would not receive the services provided by our firm,
which are designed, among other things, to assist the client in determining which mutual
fund or funds are most appropriate to each client's financial condition and objectives.
Accordingly, the client should review both the fees charged by the funds and our fees to
fully understand the total amount of fees to be paid by the client and to thereby evaluate
the advisory services being provided.

Wrap Fee Programs and Separately Managed Account Fees. Clients participating in
separately managed account programs may be charged various program fees in
addition to the advisory fee charged by our firm. Such fees may include the investment
advisory fees of the independent advisers, which may be charged as part of a wrap fee
arrangement. In a wrap fee arrangement, clients pay a single fee for advisory, brokerage,
and custodial services. Client’s portfolio transactions may be executed without a
commission charge in a wrap fee arrangement. In evaluating such an arrangement, the
client should also consider that, depending upon the level of the wrap fee charged by
the broker-dealer, the amount of portfolio activity in the client’s account, and other
factors, the wrap fee may or may not exceed the aggregate cost of such services if they
were to be provided separately. We will review with clients any separate program fees
that may be charged to clients.

Additional Fees and Expenses. In addition to our advisory fees, clients are also
responsible for the fees and expenses charged by custodians, including, but not limited
to, any transaction charges imposed by a custodian with which an independent
investment manager effects transactions for the client's account(s). Please refer to the
"Brokerage Practices" section (Item 12) of this Form ADV for additional information.

Advisory Fees in General. Clients should note that similar advisory services may (or
may not) be available from other registered (or unregistered) investment advisers for
similar or lower fees.

Limited Prepayment of Fees. Under no circumstances do we require or solicit payment
of fees in excess of $1,200 more than six months in advance of services rendered.

Compensation for the Sale of Insurance Products. WealthEdge is not an insurance
company, broker, or agency; however, one or more individuals providing investment
advice on behalf of our firm are licensed as independent insurance agents. It is estimated
that insurance commissions will be a marginal part (approximately 5 percent or less) of
the individual’s professional time or income, as the primary focus will be the investment
advisory business rather than their insurance business. Nonetheless, these persons are
eligible to receive commission-based compensation for selling insurance products,
including insurance products they sell to advisory clients. Insurance commissions
earned by these individuals are separate and in addition to our advisory services and
fees. This practice presents a conflict of interest because individuals providing
investment advice on behalf of our firm who are insurance agents have an incentive to
recommend insurance products to you for the purpose of generating commissions rather
than recommendations made solely based on your needs. We address this conflict of
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Item 7 – Types of Clients

WealthEdge provides advisory services to the following types of clients:

   •   Individuals (other than high net worth individuals)
   •   High net worth individuals
   •   Pension and profit sharing plans(other than plan participants)
   •   401(k) plans
   •   Corporations or other businesses not listed above