Wright Wealth Strategies LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Asset Management:

The maximum annual fee to be charged to the client’s account(s) will not exceed 2.00%. The fee to be
assessed to each account will be detailed in the client’s signed advisory agreement, LPL Account Application
or LPL Tiered Fee Authorization form. Fees are billed on a pro-rata basis quarterly in advance based on the
value of the account(s) on the last day of the previous quarter. Our firm bills on cash and cash equivalents.
Fees are negotiable and will be deducted from the account(s). Please note that fees will be adjusted for
deposits and withdrawals made during the quarter. If accounts are opened during the quarter, the pro-rata
advisory fees will be deducted during the next regularly scheduled billing cycle.

As part of this process, Clients understand the following:

   a) Clients provide authorization permitting LPL to deduct these fees;
   b) LPL as the client’s custodian sends statements at least quarterly, showing all disbursements for each
      account, including the amount of the advisory fees paid to our firm; and
   c) LPL calculates the advisory fees for all fee schedules of assets held at LPL and deducts them from the
      client’s account.

Model Wealth Portfolios Program (MWP) and Manager Access Select Program (MAS) :

The maximum annual fee to be charged to the client’s account(s) will not exceed 2.60%. The fee to be
assessed to each account will be detailed in the client’s signed advisory agreement, LPL Account Application

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or LPL Tiered Fee Authorization form. Fees are billed on a pro-rata basis quarterly in advance based on the
value of the account(s) on the last day of the previous quarter. Our firm bills on cash and cash equivalents.
Fees are negotiable and will be deducted from the account(s). Please note that fees will be adjusted for
deposits and withdrawals made during the quarter. If accounts are opened during the quarter, the pro-rata
advisory fees will be deducted during the next regularly scheduled billing cycle.

As part of this process, Clients understand the following:

   a) Clients provide authorization permitting LPL to deduct these fees;
   b) LPL as the client’s custodian sends statements at least quarterly, showing all disbursements for each
      account, including the amount of the advisory fees paid to our firm; and
   c) LPL calculates the advisory fees for all fee schedules of assets held at LPL and deducts them from the
      client’s account.

The Model Wealth Portfolio (MWP) or the Manager Access Select (“MAS”) account fee consists of an advisory
fee of up to 2.00% and a manager fee of up to 0.60% annually.

Retirement Plan Consulting:

Our Retirement Plan Consulting services are billed on a fee based on the percentage of Plan assets under
management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and
complexity of our engagement with the client. Fees based on a percentage of managed Plan assets will not
exceed 2.00%. The fee-paying arrangements will be determined on a case-by-case basis and will be detailed
in the signed consulting agreement.

Other Types of Fees & Expenses

Clients incur transaction fees for trades executed by their chosen custodian, via individual transaction
charges. These transaction fees are separate from our firm’s advisory fees and will be disclosed by the chosen
custodian.

LPL Financial offers a trading platform with select exchange traded funds (“ETFs”) that do not charge
transaction fees. The no-transaction-fee ETF trading platform is available to clients participating in LPL
Financial’s Strategic Wealth Management (“SWM”) program. Clients will be subject to transaction fees
charged by LPL Financial for ETFs not included in LPL Financial’s platform and for other types of securities.
The limited number of ETFs available on LPL Financial’s no-transaction fee platform may have higher overall
expenses than other types of securities and ETFs not included in the platform. Other major custodians have
eliminated transaction fees for all ETFs and U.S. listed equities, so clients may pay more for investing in the
same securities at LPL Financial. The amount of these transaction charges is set forth in the SWM Account
Agreement and the accompanying fee schedule (available here lpl.com/disclosures.html). Being subject to
transaction charges results in higher fees and expenses and, as a result, reduces investment returns.

Clients may also pay holdings charges imposed by the chosen custodian for certain investments, charges
imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be disclosed in the fund’s
prospectus (i.e., fund management fees, 12b1 fees, IRA and qualified retirement plan fees, and other fund
expenses), mark-ups and mark-downs, spreads paid to market makers, fees for trades executed away from
custodian, wire transfer fees and other fees and taxes on brokerage accounts and securities transactions. Our
firm does not receive a portion of these fees.

Termination & Refunds

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Either party may terminate the signed advisory agreement at any time. Upon receipt of your notice of
termination, LPL or our firm will process a pro-rate refund of the unearned portion of the advisory fees
charged in advance at the beginning of the quarter.

Either party to a Retirement Plan Consulting Agreement may terminate at any time by providing written
notice to the other party. Full refunds will only be made in cases where cancellation occurs within 5 business
days of signing an agreement. After 5 business days from initial signing, either party must provide the other
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Item 7: Types of Clients & Account Requirements

Our firm has the following types of clients:
    Individuals and High Net Worth Individuals,
    Trusts, Estates, and Charitable Foundations, and
    Corporations, Pension and Profit-Sharing Plans.

Our requirements for opening and maintaining accounts or otherwise engaging us:
    Our firm generally does not impose requirements for opening and maintaining accounts or otherwise
       engaging with us, except for our Model Wealth Portfolios Program Service or Manager Access Select
       Program Service. The minimum for an MWP portfolio is $10,000. The minimums vary depending on the
       portfolio(s) selected and the account’s allocation amongst portfolios. The minimum for an MAS portfolio
       is $25,000. In certain instances, the minimum account size may be lower or higher.