Fee Structure Breakdown | CVW Financial, LLC

Fees Charged by Investment Adviser	Fee Amount	Frequency Fee is Charged	Services
Assets Under Management Fee	1.25%	Monthly in arrears	Portfolio Management Services
Hourly Fee	$100	Upon completion in arrears	Financial Planning
Subscription Fee	N/A	N/A	N/A
Fixed Fee	N/A	N/A	N/A
Commissions to the Adviser	N/A	N/A	N/A
Performance-based Fee	N/A	N/A	N/A
Other	All Gross Annual Income 1.00%	100% in advance; Or 50% in advance and 50%	Financial Planning
Fees Charged by Third Parties	Fee Amount	Frequency Fee is Charged	Services
Third Party Money Manager	$0	N/A	N/A
Robo-Adviser Fee	$0	N/A	N/A
Talk with your Adviser about fees and costs applicable to you

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There are no warranties implied.

CVW Financial (C.F) is a registered investment adviser located in Plymouth, MA.

C.F. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. C.F.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of C.F.’s web site on the Internet should not be construed by any consumer and/or prospective client as C.F.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by C.F. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of C.F., please contact the state securities regulators for those states in which C.F. maintains a registration filing. A copy of C.F.’s current written disclosure statement discussing C.F.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov - or from C.F. upon written request. C.F. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CF.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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