Allied Portfolio Management Inc

ITEM 5 – FEES AND COMPENSATION
All fees are subject to negotiation.

The specific manner in which fees are charged by APM is established in a client’s written agreement
with APM. The advisors of APM will manage your account for a percentage of the assets under its
management. The annual fee ranges from 1/2 to 1-1/2 percent depending on the size and complexity
of your account. APM will generally bill its fees at the beginning of each quarter. With written client
authorization, fees are directly debited from the client’s account by the custodian. Management fees
shall not be prorated for each capital contribution and withdrawal made during the applicable calendar
quarter (with the exception of de minims contributions and withdrawals). Accounts initiated or
terminated during a calendar quarter will be charged a prorated fee. Upon termination of any
account, any prepaid, unearned fees will be promptly refunded on a prorated basis, and any earned,
unpaid fees will be due and payable.

APM’s fees are exclusive of brokerage commissions, transaction fees, and other related costs and
expenses which shall be incurred by the client. Clients may incur certain charges imposed by
custodians, brokers, third party investments, and other third parties such as fees charged by managers,
custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic
fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual funds
and exchange traded funds also charge internal management fees, which are disclosed in a fund’s
prospectus. Such charges, fees and commissions are exclusive of and in addition APM’s fee, and APM
shall not receive any portion of these commissions, fees, and costs.

APM may charge up to $150 dollars per hour for consultations, depending on the complexity of your
financial situation. The fee is paid after the consultations. Our advisors will give you advice on your
financial concerns, including but not limited to: investment strategies, asset allocation and portfolio
analysis, insurance planning, inheritances and college funding. You are the sole determinant of how
many hours of financial counseling you will need and may cancel at any time.

Item 12 further describes the factors that APM considers in selecting or recommending broker-dealers
for client transactions and determining the reasonableness of their compensation (e.g., commissions).

ITEM 7 – TYPES OF CLIENTS
APM provides portfolio management services to individuals, corporate pension and profit-sharing
plans, trusts, estates, and charitable institutions, foundations, and endowments.

                                                                         Form ADV Part 2 03/2025    Page 5