Wealthie Advisors LLC

Item 5 - Fees and Compensation
The Advisor charges an annual fee for its investment management services based on a percentage
of the amount of the client’s assets under management with the Advisor. The maximum annual fee
charged for investment management services is 1.5% annually. These fees are payable monthly in
advance based on the value of the client’s advisory account(s) with the Advisor on the last day of
the previous month. The exact fee will be detailed in the client’s investment advisory agreement
with the Advisor (the “Advisory Agreement”) and may be negotiable. If an account is opened mid-
billing period, fees are pro-rated based on the number of days in the period in which the account

is funded.

Investment management fees are deducted from the advisory account, as authorized in the
Advisory Agreement, and are not billed separately to the client. Clients must maintain or deposit
sufficient funds in the account to cover payment of all fees authorized by the Advisory Agreement.
If there are no funds to cover the fee, the Advisor can liquidate assets to cover fees. The amount
of the fee will be shown on the statement received by the account custodian. The Advisor urges
clients to carefully review such statements.

In general, and subject to any restrictions or limitations in the Advisory Agreement, clients may
terminate their account by providing written notice to the Advisor in accordance with that
agreement. Upon termination of an account, the Advisor will refund a prorated portion of the
current month’s fee according to the days the account was open during the current month. All
custodial termination and transfer fees assessed by the custodian will be the responsibility of the
client.

Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and
expenses which may be incurred by the client in relation to our advisory services. 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 funds and ETFs
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 advisory fee. The Advisor does not
receive any portion of these commissions, fees, and costs.

Item 7 - Types of Clients

Wealthie offers its investment management services to retail individuals, high net worth
individuals, trusts, estates, businesses, and charitable organizations. Currently there is no
investment minimum.