West Ridge Advisors LLC

Item 5 - Fees and Compensation
    Forms of payment are based on the types of services provided, terms of service, and other factors, and will
    be stated in the engagement agreement. Our fees are negotiable, and we may reduce or waive our fee for
    associates of the Firm, family members, or pre-existing relationships. We strive to offer fees that are fair and
    reasonable, given our experience and the services we provide. We are obliged under California statute to
    inform clients and prospective clients that similar services may be made available from others, potentially at
    a lower fee.

    Fees may be paid by check or draft from US-based financial institutions. With the client’s prior written
    authorization, payment may also be made through the investment account held at the client’s custodian of
    record. We do not accept cash, money orders, or similar forms of payment for our engagements.

    Financial Planning Services
    Project-based engagements are assessed at fixed fees ranging from $500 to $3,000. Our fee will take into
    consideration factors such as the complexity of your financial profile, the depth of services to be provided
    through the engagement, assets that comprise your overall portfolio, number of accounts comprising the
    portfolio, whether you or our Firm will implement the transactions for your account(s), time involved in the
    engagement, among others. A deposit equaling one half of the quoted fee will be due upon execution of the
    engagement agreement, and the remaining portion is due upon plan delivery.

    Clients interested in a limited planning component engagement are assessed an hourly fee. Our rate is $200
    per hour, billed in 15-minute increments; a partial increment (e.g., 7 minutes) will be treated as a whole
    increment.3 Prior to entering into an agreement with our Firm, you will receive an estimate of the overall
    cost based on your requirements and the time involved. We do not require a deposit to initiate the
    engagement; the fee is due in full upon delivery of our invoice, which is issued at the time your plan/advice
    is presented. An hourly engagement lasting more than one month may be billed at the end of each month
    for time incurred during that period.

    Educational Workshops
    Workshop sessions are complimentary; no session fees are assessed by our Firm.

2   The term “assets under management” and rounding per the SEC’s General Instructions for Part 2 of Form ADV.
3   The Firm’s hourly rate will not exceed $150 per hour for Utah-domiciled clients.

    West Ridge Advisors, LLC
    Form ADV Part 2 –20260331

Third-Party Referral Service Fees

Third-party advisors generally have account minimum requirements that will vary among third-party
advisors. A complete description of the third-party advisor’s services, fee schedules, and account minimums
will be disclosed in the third-party advisor’s disclosure brochure, which will be provided to you prior to or at
the time an agreement for services is executed and the account is established.

The actual fee charged to you will vary depending on the third-party advisor. All fees are calculated and
collected by the third-party advisor. We are paid a portion of the fee charged and collected by the third-
party advisor in the form of solicitor fees. Our portion of the fee is negotiated with each third-party advisor.
The exact fee and the timing of withdrawal will vary by third-party advisor. These details will be disclosed in
the third-party advisor’s ADV Part 2A and the Solicitor Disclosure, which will be provided to the Client upon
solicitation. Clients may terminate the third-party advisor Agreement in accordance with the terms set forth
in the third-party management agreement executed between the Client and the third-party advisor.

Portfolio Management Services
We bill our portfolio management fees in advance, or in arrears, quarterly, as determined by the client’s
specific advisory arrangement with us. At the end of each calendar quarter, portfolio management clients
will pay West Ridge Advisors an asset-based fee based on an annual rate as indicated in the following fee
table.

Fees paid in arrears are determined by the value of account assets and calculated on the average daily
balance throughout the quarter, multiplying that quotient by the applicable number of basis points set forth
in the following fee table (one basis point equals 1/100 of one percent). The result is then divided by 4 to
determine the quarterly fee. Certain account fees will be calculated based on a most recent month-end
average balance or other quarter-end calculations depending on custodial platform capabilities, which will
be disclosed and discussed with the client.

Fees paid in advance are calculated by multiplying the market value of assets under management by
annualized fee set forth below, time’s the number of days in the quarter, divided by the number of days in
the year. Fees for the initial quarter will be adjusted pro rata based on the number of days in the fiscal
quarter that the Agreement goes into effect.

                     Amount of Assets Under Management                   Annual Fee
                                $0 - $499,999                      1.50% (150 basis points)
                            $500,000 - $999,999                    1.25% (125 basis points)
                          $1,000,000 - $9,999,999                  1.00% (100 basis points)
                         $10,000,000 - $19,999,999                 0.75% (75 basis points)
                           $20,000,000 and above                       Custom Pricing
Portfolio Management Billing Processes
The first billing cycle will begin once the engagement agreement is executed with our Firm and assets have
settled into the client’s account held by the custodian of record. Fee payments will generally be assessed
within the first 15 days of each billing cycle.
...

Item 7 - Types of Clients
While West Ridge Advisors’ current client-base consists of individuals, high net worth individuals, and
pension and profit-sharing plans, we are available to serve businesses of all scales. We do not require
minimum income, minimum asset levels, or other similar preconditions. We reserve the right to waive or
reduce certain fees based on unique individual circumstances, special arrangements, or preexisting
relationships. Our Firm reserves the right to decline services to any prospective client for any

West Ridge Advisors, LLC
Form ADV Part 2 –20260331

    nondiscriminatory reason. For clients participating in the personalized indexing strategies implemented
    through Vanguard, a minimum account size of $250,000 is generally required. Vanguard may waive this
    requirement in its sole discretion.