AIFG Consultants Ltd

Item 5: Fees and Compensation

Investment Advisory Services – Fees
Our annual fees for investment advisory services are as follows:

                          Assets Under Management                    Annual Fee
                               Up to $1,000,000                        1.65%
                           $1,000,001to $3,000,000                     1.35%
                           $3,000,001 to $5,000,000                    1.25%
                          $5,000,001 to $10,000,000                    0.95%
                            $10,000,001 and above                    Negotiable

Clients will be invoiced in arrears at the beginning of each calendar quarter based upon average daily balance.

For projects outside the scope of or in addition to the investment advisory fees defined above, a standard
hourly rate of $250 - $800 per hour will be assessed. These consulting fees will be charged to either a defined
Pershing account or ACH from a personal bank account.

Investment Advisory Services – Sub-Advisory Fees
Annual fees for investment advisory services provided by Sub-Advisors are typically 0.50% - 1.00% annually as
disclosed in the Discretionary Agreement. These Fees are separate from our investment advisory services fees,
as described in the section above. Sub-Advisory fees are charged in arrears at the beginning of each calendar
quarter based upon an average daily balance. Clients authorize the custodian, in writing, to directly debit any
applicable sub-advisory fees.

Investment Advisory Services – Custody Fees
As disclosed below at Item 12 - Brokerage Practices, we recommend that clients use the brokerage services of
Pershing LLC (Pershing). Therefore, if a client is not using the Simmons Capital Group Wrap Program in
addition to our fees, the client will be required to pay underlying fees and charges assessed by Pershing,
including brokerage and other transaction costs. Pershing may also receive an administrative fee from certain
money-market mutual funds; if this is the case, it should be disclosed in Pershing’s agreement with the client.

If a client is using the Simmons Capital Group Wrap Program, then custodian fees are included in the wrap
program. The client bears responsibility for verifying the accuracy of Pershing fees and charges. Please refer to

Item 7: Types of Clients

We offer our investment advisory and financial planning services to various types of clients, including
individuals, high-net-worth individuals, charitable organizations, trusts and estates.

We require a minimum asset level of $25,000 to establish an investment advisory services relationship.
However, in our sole discretion we may reduce the required minimum asset level or group certain related
accounts for purposes of achieving the minimum account size. Certain Independent Managers and/or
investment products offered by external managers may impose separate minimum investment requirements.