56 Main Street, Suite 2EFlemington, NJ 08822

Phone: (908) 751-5387www.amwellridge.com

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through First Allied Advisory Services, a Registered Investment Advisor.

MENU OF SERVICES Organize & Educate Financial PlanningFundamentals

Financial PlanningEssentials

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RESOURCES

PERSONAL PLANNING AREAS

BUSINESS PLANNING AREAS

ASSETS UNDER MANAGEMENT FEE SCHEDULE

First $500,000 - $1,000,000Amounts greater than $1,000,000 and up to $2,000,000Amounts greater than $2,000,000 and up to $5,000,000Amounts greater than $5,000,000 and up to $10,000,000

Amounts greater than $10,000,000

Group Employee Benefits Selection, Coordination, Implementation & MonitoringQualified Retirement Plan(s) Selection, Coordination, Implementation & MonitoringKey Employee Retention & ProtectionBuy/Sell Agreement FundingSuccession & Liquidity Strategy ConsultationRisk Management & Liability ProtectionVoluntary Benefits Suite

Income For Life® Retirement Distribution Plan, Implementation & Monitoring (typically age 60+)Required Minimum Distribution (RMD) Coordination & ComplianceMedicare/Medicare Supplement EvaluationSocial Security Maximization AnalysisLegacy PlanningCharitable Giving Coordination

RetireUp® Retirement Income Projection (typically under age 60)Education Funding Analysis and ImplementationStock Option Analysis & ManagementCash Flow/Budgeting (advanced)Tax Planning (in coordination with your accountant)Estate Planning (in coordination with your attorney)

AssetMap® Visual Balance SheetRiskalyze® Advanced Investment Risk Alignment ReportMorningstar® Portfolio AnalyticsCustomized Sailing & Rowing Asset Allocation Model Consolidated Multi-Period Investment Performance Reports (powered by Albridge®)Investment Policy Statement Employee Benefits ReviewQualified Plan Asset Allocation Review & RecommendationsInsurance Needs Analysis - Home, Auto, UmbrellaInsurance Needs Analysis - Life, Disability, Long Term CareStudent Loan/Debt Reduction StrategiesMortgage & Lending Analysis

eMoney® Client Portal Account Organizer Document Vault Goal Planning Module Cash Flow & Budgeting ToolWeekly & Quarterly Newsletter SubscriptionsEducational Workshop InvitationsOnline Education SuiteInvestment Risk Tolerance Assessment

Initial Complimentary MeetingsIn-Person Meetings and/or Web/Video Conferences Per YearTelephone/Email Conversations Per YearFinancial Planning Fee Schedule (Bundle)“Pick Two” Planning Areas Only (Non-Bundle)Investment Advisory Fee Schedule (See Bottom)

101

22

Unlimited

22

Unlimited$100/Month

$750

23

Unlimited$200/Month

$1,250

24

Unlimited$300/Month

$1,750

26

Unlimited$400/Month

$2,250

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INTENDED DEMOGRAPHIC Everyone $500,000 HouseholdMinimum

Young Accumulators Professionals Pre-Retirees &Retirees

Business Owners

Business 360˚

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.

1.25%1.00%0.75%0.65%0.50%

InvestmentManagement Only

Advisory services offered through First Allied Advisory Services, a Registered Investment Advisor.

Annual investment advisory fees are billed quarterly and based upon the account value at the end of each quarter.Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints.