Altman Advisors Inc

Item 5: Fees & Compensation.

    Compensation for Our Advisory Services.

         Financial Planning & Consulting:

             Our firm charges on an hourly or flat fee basis for financial planning and consulting
             services. The total estimated fee, as well as the ultimate fee charged, is based on the scope
             and complexity of our engagement with the client. The maximum hourly fee to be charged
             will not exceed $500. Flat fees range up to a maximum of $25,000. Our firm may require
             a retainer of 50% of the ultimate financial planning or consulting fee at the time of signing.
             If a retainer is required, the remainder of the fee will be directly billed to the client and
             due within 30 days of a financial plan being delivered or consultation rendered. Our firm
             will not require a retainer exceeding $1,200 when services cannot be rendered within 6
             months.

         Retirement Plan Consulting:
             Our Retirement Plan Consulting services are billed on fee based on a percentage of Plan
             assets under management. The total estimated fee, as well as the ultimate fee charged, is
             based on the scope and complexity of our engagement with the client. Fees based on a
             percentage of managed Plan assets will not exceed 1.00%. The fee-paying arrangements
             for Retirement Plan Consulting service will be determined on a case-by-case basis and
             will be detailed in the signed consulting agreement. Clients will be invoiced directly for
             the fees.

    Other Types of Fees & Expenses.

         Wrap fee clients will not incur transaction costs for trades. More information about this can
         be found in our Wrap Fee Brochure.

Combined Disclosure Document                       Page 8                                 Altman Advisors, Inc.

                               Altman Advisors, Inc. Combined Disclosure Document

    Termination & Refunds.

         Either party may terminate the advisory agreement signed with our firm for Portfolio
         Management services in writing at any time. Upon notice of termination our firm will
         process a pro-rata refund of the unearned portion of the advisory fees charged in advance at
         the beginning of the quarter.

         Financial Planning & Consulting clients may terminate their agreement at any time before
         the delivery of a financial plan by providing written notice. For purposes of calculating
         refunds, all work performed by us up to the point of termination shall be calculated at the
         hourly fee currently in effect. Clients will receive a pro-rata refund of unearned fees based on
         the time and effort expended by our firm.

         Either party to a Retirement Plan Consulting Agreement may terminate at any time by
         providing written notice to the other party. Full refunds will only be made in cases where
         cancellation occurs within 5 business days of signing an agreement. After 5 business days
         from initial signing, either party must provide the other party 30 days’ written notice to
         terminate billing. Billing will terminate 30 days after receipt of termination notice. Clients
         will be charged on a pro-rata basis, which takes into account work completed by our firm on
         behalf of the client. Clients will incur charges for bona fide advisory services rendered up to
         the point of termination (determined as 30 days from receipt of said written notice) and such
         fees will be due and payable.

    Commissionable Securities Sales

         Our firm and representatives do not sell securities for a commission in advisory accounts.

Item 7: Types of Clients & Account Requirements.

    Our firm has 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.

Combined Disclosure Document                       Page 9                               Altman Advisors, Inc.

                               Altman Advisors, Inc. Combined Disclosure Document

    Our firm requires a minimum household balance of $5,000,000 for our Wrap Family Office
    service. Generally, this minimum household balance would be required throughout the course of
    the client’s relationship with our firm but may be waived in certain instances.