West Wealth Group LLC

Item 5 Fees and Compensation
Asset Management Fee Schedule
West Wealth Group does not impose a minimum account balance for the opening of an account with
the Adviser. The fee charged is based upon the amount of money invested and shall range between
0.75% and 1.50% of assets under management. Multiple accounts of immediately-related family
members, at the same mailing address, may be considered one consolidated account for billing
purposes, at the client's discretion. Assets in each of your account(s) are included in the fee
assessment unless specifically identified in writing for exclusion. Fees are charged monthly, in
advance. Fees will be calculated on the last day of each month, based on the average daily balance
for the preceding month. Fees are charged in advance although based on the previous month's
average daily balance. Certain accounts will have assets that are excluded from the fee
calculation. Typical exclusions from billing include but are not limited to: legacy stock positions,
alternative investments, individual bonds, inherited funds, and highly appreciated stock.

The fees shown above are annual fees and may be negotiable based upon certain circumstances. No
increase in the annual fee shall be effective without prior written notification. West Wealth Group
believes the advisory fee is reasonable considering the fees charged by other investment advisers
offering similar services/programs.

If the portfolio management agreement is executed at any time other than the first day of a calendar
month, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the month for which you are a client.

You will incur a pro rata charge for services rendered prior to the termination of the portfolio
management agreement, which means you will incur advisory fees only in proportion to the number of
days in the month for which you are a client. If you have pre-paid advisory fees that we have not yet
earned, you will receive a prorated refund of those fees. In the event the Agreement is terminated, and

the Client has advanced any fees which have been unearned as of the date of termination, such
unearned fees shall be refunded to the Client. Any fees that are due, but have not been paid, will be
billed to the Client and are due immediately.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

Selection of Other Advisers

We do not charge you a separate fee for the selection of other advisers nor will we share in the
advisory fee you pay directly to the TPMM. Advisory fees charged by TPMMs are separate and apart
from our advisory fees. Assets managed by TPMMs will be included in calculating our advisory fee,
which is based on the fee schedule set forth in the Asset Management Fee Schedule section in this
brochure. Advisory fees that you pay to the TPMM are established and payable in accordance with the
brochure provided by each TPMM to whom you are referred. These fees may or may not be
negotiable. You should review the recommended TPMM's brochure and take into consideration the
TPMM's fees along with our fees to determine the total amount of fees associated with this program.

You may be required to sign an agreement directly with the recommended TPMM(s). You may
terminate your advisory relationship with the TPMM according to the terms of your agreement with the
TPMM. You should review each TPMM's brochure for specific information on how you may terminate
your advisory relationship with the TPMM and how you may receive a refund, if applicable. You should
contact the TPMM directly for questions regarding your advisory agreement with the TPMM.

Retirement Plan Services Fees
We charge a negotiable asset-based fee that ranges between 0.25% to 1.5% of assets under
management for either Discretionary 3(38) Fiduciary Services or Non-Discretionary 3(21) Fiduciary
Services programs (the "Programs"). Advisory fees for the plan are paid to us by the plan, or directly
from the plan sponsor, or in some cases a combination of both. These fees are generally collected by
the plan record keeper or vendor and paid directly to our firm. This fee includes services as an ERISA
section 3(21) or 3(38) fiduciary with respect to client's plan.

West Wealth Group's advisory agreement with each plan sponsor outlines the timing of fees collected
and the process of fee remittal to our firm.

You may also incur fees related to your use of outside service providers including third-party
administrators and record keepers. The fee schedule for each outside service provider varies
dramatically from service provider to service provider. The service provider's fees will also vary from
plan to plan as each plan's structure and characteristics are different from the next.

We believe our services help plan sponsors and plan fiduciaries meet their fiduciary duty to the plan
and its participants. As a part of our services, we review the fees of service providers and the
transparency of their fees. We will assist the plan sponsors with a review of service providers including
the third-party administrator, daily record keeper, and custodian to ensure that their services, along
with ours, remain competitive to alternatives that are available.

Automatic Payment of Fees
The Client agrees to authorize the Custodian to pay directly to West Wealth Group upon receipt of
notice, the Account's investment advisory services fee. Fee withdrawals will occur no more frequently
...

Item 7 Types of Clients
We provide investment advisory services to individuals, high-net-worth individuals, trusts, estates,
charitable organizations, and small businesses. We have no minimum account opening balance.

Additionally, the Adviser provides investment advisory services to the following types of retirement
plans:

    • Tax-qualified retirement plans (both defined benefit and defined contribution) that are intended
      to receive favorable tax-treatment under section 401(a) or 403(b) of the IRC
    • Non-qualified executive deferred compensation plans
    • 401(k)s, IRAs and IRA rollovers
    • Other Types of Retirement plans may be introduced to the programs.