Accelerate Investment Advisors LLC

Item 5 – Fees and Compensation

The following paragraph details the fee structure and compensation methodology for services provided by our
Firm. Each Client shall sign one or more agreements that detail the responsibilities of Accelerate and the Client.

A. Fees for Advisory Services

Investment Management Services

Portfolio Management accounts are custodied at Fidelity or Charles Schwab. The fee assessed to the Client
account(s) will be detailed in our firm’s Investment Advisory Agreement ("Advisory Agreement"). Investment
management fees are collected quarterly in arrears. If the Advisory Agreement is executed at any time other than
the first day of the calendar quarter, 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 quarter for which you are a client. Client fees are negotiated on a
per client basis; however, the maximum annualized client fee will not exceed 1.50%.

The initial fee will be prorated according to the number of days services were provided during the first calendar
quarter. Thereafter, the fee will be calculated by multiplying the fair market value of the assets in the account on
the last trading day of each calendar quarter by the annual fee and then dividing that result by 4, which represents

each quarter. The account value is calculated as the market value of all long and short securities positions in the
account and will not be reduced by any margin or other indebtedness of the Client with respect to such securities
or other investments.

Fees will not be adjusted or pro-rated for additions to or withdrawals from the account during the calendar quarter,
other than a complete withdrawal in connection with the termination of the Account Agreement. Fees are
automatically deducted from the account pursuant to the advisory agreement and are not billed separately to
Clients. Clients must maintain or deposit sufficient funds in the account to cover payment of all fees authorized by
the contract. If there are not sufficient funds to cover the fees, then Accelerate can liquidate assets to cover fees.
The amount of the fee will be shown in the statement received from the Custodian. Accelerate urges Clients to
carefully review such statements.

In addition to the advisory fee, accounts will be assessed transaction fees. Transaction fees charged may be higher
or lower than transaction charges or commissions charged by other broker-dealers. The custodian receives a
portion of the transaction fees paid by Clients. Although transaction charges may be identified as commissions on
trade confirmations, Accelerate or the Investment Adviser Representative does not receive any portion of these
charges.

Either party may terminate the investment advisory agreement, at any time, by providing advance written notice to
the other party. The Client may terminate the investment advisory agreement within five (5) business days of
signing the advisory agreement at no cost to the Client. After the five-day period, the Client will incur charges for
bona fide advisory services rendered to the point of termination and such fees will be due and payable by the
Client. The Client shall be responsible for investment advisory fees up to and including the effective date of
termination.

Financial Planning Fees

For one-time financial planning services, we will charge a flat fee which can be negotiated depending on the scope
of the project and duration of services. The fee for one-time services will be directly invoiced at the completion of the
financial planning services provided. Clients may terminate the agreement without penalty for a full refund of fees
within five business days of signing the Financial Planning Agreement. Thereafter, clients may terminate the Financial
Planning Agreement upon written notice and payment of $150 per hour for time spent by IAR in development of the
Plan.

Periodic fees for ongoing financial planning services are due in advance and directly invoiced quarterly, semi-annually
or annually depending on Client preferences and the nature and scope of the engagement. Each billing period is
based on the calendar year and invoiced in the following cycles: Quarterly invoices are payable each quarter, Semi-
annual invoices are payable in January and July, Annual invoices are payable in April of each year. In all cases, we
will not require a fee exceeding $1,200 when services cannot be rendered within 6 months.

The fee assessed and payment arrangements will be detailed in an agreement to be signed by the client. The total
estimated fee, as well as the ultimate fee that we charge you will be based on the scope and complexity of our
engagement with you and could vary from fees charged to other clients of Accelerate. Financial planning fees are
paid as presented by invoice via a check or ACH/Wire payable to Accelerate Investment Advisors LLC.

Retirement Plan Fees

For services, a client will pay a fee based on either the market value of the Plan assets, or a flat fee in accordance

with the schedule of fees described and selected by the Client unless otherwise agreed to by both parties. The fee
range for services is negotiable and may vary according to the facts and circumstances including the scope of
services to be provided, the duration of services and the size of the client (number of employees, plan or individual
assets, and other demographic factors).

Accelerate may receive fees directly from a client (plan sponsor or individual), for providing any or all the services
described above. In these instances, fees may be paid on a one-time or ongoing basis, depending on the scope
of the services, and the desired length of time that those services will be provided.

Fee Structures

Asset-based Fee

Asset-based fees may be charged based on the market value of the plan assets and may range from 0.05% to
1.5% of Plan assets, depending on the scope of the project and duration of services.

Flat Fee
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Item 7 – Types of Clients
We have the following types of clients:

        Individuals and High Net Worth Individuals.
        Trusts, Estates or Charitable Organizations.
        Pension and Profit-Sharing Plans.
        Corporations, Limited Liability Companies and/or Other Business Types.

Our Retail Investment Management services typically require a minimum account size of $50,000. Accelerate may, at

its discretion, accept accounts below the stated minimum. Exceptions may also apply for employees of Accelerate
and their relatives.