Wright Wealth LLC

Item 5: Fees and Compensation
Please note, unless a Client has received this brochure at least 48 hours prior to signing an Advisory Contract, the
Advisory Contract may be terminated by the Client within five (5) business days of signing the Advisory Contract
without penalty.

How we are paid depends on the type of advisory services we perform. Below is a brief description of our fees,
however, you should review your executed Advisory Contract for more detailed information regarding the exact
fees you will be paying. No increase to the agreed-upon advisory fees outlined in the Advisory Contract shall occur
without prior Client consent. Please note, lower fees for comparable services may be available from other sources.

Investment Management Services
The Advisory Fee is based on a percentage of assets under management, but may be replaced by a negotiated fixed
rate. The specific fees charged by WW for its advisory services will be outlined in each Client’s Investment
Advisory Contract. The annualized fees for investment management services are based on the following fee
schedule:

                       Assets Under Management                      Annual Advisory Fee
                              $0 - $2,000,000                               1.00%
                          $2,000,001- $4,000,000                            0.80%
                          $4,000,001- $6,000,000                            0.60%
                          $6,000,001- $8,000,000                            0.40%
                         $8,000,001- $10,000,000                            0.25%
                               $10,000,001+                               Negotiable

The annual advisory fee is based on the average daily balance of the Client’s account(s). The advisory fee is a
blended tier. For example, for assets under management of $3,000,000, a Client would pay 1.00% on the first
$2,000,000 and 0.80% on the remaining balance. The Advisory Fee may be paid monthly or quarterly in arrears or
monthly or quarterly in advance.

In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. WW
relies on the valuation as provided by Client’s custodian in determining assets under management. Our advisory fee
is prorated for any partial billing periods occurring during the engagement, including the initial and terminating
billing periods. WW reserves the right to prorate advisory fees for Client contributions and withdrawals during the
billing period.

If WW utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. The Outside
Manager’s advisory fees, billing schedule, and payment procedures are set forth in their separate written disclosure
documents, advisory agreements, and/or the account opening documents of your account Custodian. At no point
will the combined fee charged to the Client exceed 2% of assets under management.

Financial Planning Fees
We charge an ongoing fixed fee for financial planning services. Fees are paid monthly in advance or arrears, ranging
from $250 to $1,500 per month. The fee range is dependent upon variables including the specific needs of the Client,
complexity, estimated time, research, and resources required to provide services to you, among other factors we
deem relevant. We also charge an hourly fee of $250/hour for any work that falls outside of the original scope of

the plan, including call time. Fees are negotiable and the final agreed upon fee will be outlined in your Financial
Planning Contract.

WW may collect an initial fee, no greater than $2,000. The initial fee covers the initial construction of the
comprehensive financial plan. This work will commence immediately after the fee is paid, and the length of time
required to complete and present the plan is dependent on several factors including the needs of the Client, the
Client’s ability to provide any necessary information and documentation, as well as the complexity of their financial
situation. Advisor may reduce or waive the initial fee at the Advisor’s discretion. At no time do we require
prepayment of $500 or more six months or more in advance of rendering the services.

Tax Preparation & Tax Planning Fees
WW may provide tax preparation services to advisory Clients. The fee for tax preparation services will initially be
paid by WW and then WW will invoice the Client for the tax preparation services. At WW’s discretion, WW may
elect to discount or markup the fee changed by the unaffiliated accountant for the tax preparation services. At no
time will any markup exceed 10%. The expected cost of tax preparation services, as well as our expected
involvement in the process, will be reviewed and agreed to by the Client before engaging in the service. The fees
for this service are not negotiable and are due at the end of the engagement and paid either by check or ACH. The
exact terms of the relationship, including the Client’s responsibility for the fee, will be contained in the Tax
Preparation Addendum to the Investment Advisory Agreement. Clients are not required to utilize any third-party
products or services that we may recommend and they can receive similar services from other third party
professionals at a similar or lower cost.

Wright Wealth Money Membership
WW may provide clients with financial health checks through its Money Membership program. The fee for such
membership is $79 per month, payable monthly until terminated by WW or the membership client.

Educational Seminars/Speaking Engagements
Seminars and speaking engagements are offered to organizations and the public on a variety of financial topics.
Fees range up to $5,000 per seminar. The fee range is based on the content, amount of research conducted, the
number of hours of preparation needed, and the number of attendees. WW collects 50% of the fee to be collected
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Item 7: Types of Clients
We provide financial planning and investment management services to individuals, high net-worth individuals,
pension and profit sharing plans, charitable organizations, and corporations or other businesses.

We do not have a minimum account size requirement.