AMG Asset Management Group Inc

Fees and Compensation - Item 5

 Personal and Family Wealth Services

 Every engagement begins with building a “Wealth Operating System”, the foundation for coordinated decision-
 making across taxes, cash flow, investment accounts, and life planning. There are 2 levels of one-time set-up fees,
 and these fees range from $5,000 to $7,500. This initial one-time fee is charged half upfront and half upon execution
 of the first phase of the financial plan.

 Core (Investment Management & Guidance) – AUM Only

 Maximum of 1.85% annually of Assets Under Management.

AMG Asset Management Group Inc.
Form ADV Part 2A Brochure

 Advanced Membership (Planning plus Tax-Aware Coordination)

 $200/month.

 Private Client Membership (High-Touch Governance)

 $300/month.

 Business Owner Advisory Services

 Strategic Advisory (Project-Based): 3 Options – Focused, Complex and High Complexity)

 Fixed fee ranging from $2,500 - $20,000, depending on the specific services to be provided and the complexity.

 Advisory Operating System and Coordination (Membership)

 $2,000/month.

 Full-Service Operating System and Team

 $3,500/month.

AMG Asset Management Group Inc.
Form ADV Part 2A Brochure

 Either party may terminate the financial planning agreement by written notice to the other. In the event the client
 terminates AMG’s financial planning services, the balance of prepaid, unearned fees (if any) will be refunded to
 the client promptly.

 Portfolio Management Services Fees
 For portfolio management services, AMG charges an annual fee of up to 1.85% of assets under management.
 Portfolio management fees are payable monthly in arrears and are based on the average daily value of the assets
 of the month just ended. Other fee payment arrangements can be negotiated on a case-by-case basis. These
 arrangements will be listed in the advisory agreement signed by the firm and the client.

 The annual fee paid by a client includes AMG’s portfolio management fee and sub-advisory fees. Sub-advisory
 fees include selected model provider(s) and/or Strategist(s) fees and administration fees. Depending upon the
 model provider and/or Strategist chosen the embedded sub-advisory fee could fluctuate. This can occur due to
 fee changes implemented by a model provider and/or Strategist or overall portfolio changes whereby different
 models or Strategists are selected. This could expose clients to fee increases. However, the total overall fee
 charged to clients will not exceed 1.85%. The breakdown of the advisory fees charged is stated in the portfolio
 management agreement clients sign with AMG. Please refer to the sub advisor’s Form ADV Part 2 Brochure for
 additional information regarding compensation and fees. We may modify the fee at any time upon 30 days’
 written notice.

 An annual $75 fee (billed at $6.25 each month) will be charged by Orion Portfolio Solutions, LLC for each account
 in a client’s household for households with assets on the advisory platform valued at less than $100,000. This fee
 is in addition to portfolio management fees described above.

 The fee is deducted from the client's account held at the custodian. The sub adviser calculates the fee and debits
 such fees from the client’s custodial account on behalf of AMG. If insufficient cash is available to pay such fees,
 securities in an amount equal to the balance of unpaid fees will be liquidated to pay for the unpaid balance. In
 limited cases, we may invoice the client directly for the payment of fees.

 Our annual fee is exclusive of and in addition to brokerage commissions, transaction fees, and other related costs
 and expenses, which will be incurred by the client. However, we will not receive any portion of the commissions,
 fees, and costs. Please see Item 12 – Brokerage Practices for further information on brokerage and transaction
 costs.

 The portfolio management agreement may be canceled at any time by the client or by AMG with 30 days’ prior
 written notice to the other party. Refunds are not applicable because the fee is payable in arrears.

 Additional Information About Fees and Expenses
 The fees discussed above do not cover certain charges associated with securities transactions in clients’ accounts,
 including: (a) dealer markups, markdowns or spreads charged on transactions in over the counter securities; (b)
 costs relating to trading in certain foreign securities; (c) the internal charges and fees that may be imposed
 by any funds, (such as fund operating expenses, management fees, redemption fees, 12b-1 fees and other
 fees and expenses); (d) brokerage commissions or other charges imposed by broker dealers or entities other
 than the custodian if and when trades are cleared by another broker dealer; and
 (e) the charge to carry tax lot information on transferred mutual funds or other investment vehicles, postage and
 handling charges, returned check charges, transfer taxes; stock exchange fees or other fees mandated by
 law. Further information regarding charges and fees assessed by funds may be found in the appropriate
 prospectus or offering document.

 Advisory recommendations are based on financial information and situation that you disclose to us at the time
 the services are provided. Certain assumptions may be made with respect to interest and inflation rates and the

AMG Asset Management Group Inc.
Form ADV Part 2A Brochure

 use of past trends and performance of the market and economy. Past performance is in no way an indication of
 future returns. As your financial situation, goals, objectives, or needs change, you must notify us promptly.

 AMG’s fees are negotiable based on the complexity of client goals and objectives and level of services rendered.
 Fees are charged as described above and are not based on a share of capital gains of the funds of an advisory
 client. We also allow Associated Persons servicing the account to negotiate the exact investment management
...

Types of Clients - Item 7

 We generally offer investment advisory services to individuals, pension and profit-sharing plans and their
 participants, trusts, estates, charitable organizations, corporations, and other business entities.

 AMG requires a minimum of $250,000 to establish an advisory relationship with our firm. In our sole discretion,
 we may waive this requirement. This requirement can be met by combining two or more accounts owned by you
 or related family members.

AMG Asset Management Group Inc.
Form ADV Part 2A Brochure

                    Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 All asset allocation models are developed by the sub advisers and/or other third-party model providers (listed
 under Item 4 above) in accordance with investment programs developed by these entities. AMG will not
 implement its own methods of analysis and investment strategies. Clients should refer to the relevant sub
 advisers' and/or third-party model providers Form ADV Brochures for more information about the methods of
 analysis and investment strategies used by those firms.

 Investment Strategies
 The investment strategy for a specific client is based upon the objectives stated by the client during consultations
 and documented in the client profile. The client may change these objectives at any time. Each client’s profile
 contains information related to the client’s risk tolerance and any investment restrictions. Any other
 documentation as required by our firm that documents the client’s objectives and their desired investment
 strategy will be retained as part of the client’s file.

 Investing in securities involves risk of loss that clients should be prepared to bear. Clients should fully
 understand the nature of the contractual relationship(s) into which they are entering and the extent of their
 exposure to risk. Certain investing strategies may not be suitable for many members of the public. You should
 carefully consider whether the strategies employed would be appropriate for you in light of your experience,
 objectives, financial resources, and other relevant circumstances.

 Recommendation of Particular Types of Securities: As disclosed under the “Advisory Business” section in this
 Brochure, we provide advice on various types of securities and we do not necessarily recommend one particular
 type of security over another since each client has different needs and different tolerance for risk. Each type of
 security has its own unique set of risks associated with it and it would not be possible to list here all of the specific
 risks of every type of investment. Even within the same type of investment, risks can vary widely. However, in
 very general terms, the higher the anticipated return of an investment, the higher the risk of loss associated with
 it.

 General Investment Risk: All investments come with the risk of losing money. Investing involves substantial risks,
 including complete possible loss of principal plus other losses and may not be suitable for many members of the
 public. Investments, unlike savings and checking accounts at a bank, are not insured by the government to protect
 against market losses. Different market instruments carry different types and degrees of risk and you should
 familiarize yourself with the risks involved in the particular market instruments in which you intend to invest.

 Loss of Value: There can be no assurance that a specific investment will achieve its investment objectives and
 past performance should not be seen as a guide to future returns. The value of investments and the income
 derived may fall as well as rise and investors may not recoup the original amount invested. Investments may also
 be affected by any changes in exchange control regulation, tax laws, withholding taxes, international, political and
 economic developments, and governmental economic or monetary policies.

 Interest Rate Risk: Fixed income securities and funds that invest in bonds and other fixed income securities may
 fall in value if interest rates change. Generally, the prices of debt securities rise when interest rates fall, and their
 prices fall when interest rates rise. Longer-term debt securities are usually more sensitive to interest rate changes.

 Credit Risk: Investments in bonds and other fixed income securities are subject to the risk that the issuer(s) may
 not make required interest payments. An issuer suffering an adverse change in its financial condition could lower
 the credit quality of a security, leading to greater price volatility of the security. A lowering of the credit rating of
 a security may also offset the security's liquidity, making it more difficult to sell. Funds investing in lower quality
 debt securities are more susceptible to these problems and their value may be more volatile.

AMG Asset Management Group Inc.
Form ADV Part 2A Brochure

 Foreign Exchange Risk: Foreign investments may be affected favorably or unfavorably by exchange control
 regulations or changes in the exchange rates. Changes in currency exchange rates may influence the share value,
 the dividends or interest earned and the gains and losses realized. Exchange rates between currencies are
 determined by supply and demand in the currency exchange markets, the international balance of payments,
 governmental intervention, speculation, and other economic and political conditions. If the currency in which a
 security is denominated appreciates against the US Dollar, the value of the security will increase. Conversely, a
 decline in the exchange rate of the currency would adversely affect the value of the security.

 Concentrated Position Risk: Certain accounts may, or may be advised to, hold concentrated positions in specific
 securities. Therefore, at times, an account may, or may be advised to, hold a relatively small number of securities
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