Anchyra Partners LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

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Portfolio Management Services:
The maximum annual fee charged for this service will not exceed 1.50%. Fees to be assessed will
be outlined in the advisory agreement to be signed by the Client. Annualized fees are billed on a
pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the
previous quarter. There can be immaterial differences between the quarter end market value
reflected on your custodial statement and the valuation as of the last business day of the calendar
quarter used for billing purposes, given timing and account activity. Fees will be deducted from
client account(s). Adjustments will be made for deposits and withdrawals during the quarter that
are more than $100,000. Our firm can offer direct invoicing in rare cases. 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 the individual is our Client. Our advisory fee is negotiable,
depending on individual Client circumstances and account type.

At our discretion, we can combine the account values of family members living in the same
household to determine the applicable advisory fee. For example, we can combine account values
for Client and Client’s minor children, joint accounts with Client’s spouse, and other types of
related accounts. Combining account values will increase the asset total, which may result in your
paying a reduced advisory fee. Our firm will deduct our fees directly from your account through
the qualified custodian holding your funds and securities. Our firm will deduct our advisory fee
only when you have given our firm written authorization permitting the fees to be paid directly
from your account. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You
should review all statements for accuracy.

If an account is being charged a minimum account program fee because of the market value of
the account, the advisory fee charged can be higher than the stated maximum annual fee quoted
above.

Financial Planning and Consulting Services:
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-
$1,000. Flat fees range from $5,000 to $100,000. The fee-paying arrangements will be determined
on a case-by-case basis and will be detailed in the signed consulting agreement. If our firm
requires a retainer exceeding $1,200, services will be rendered within 6 months.

Dynasty Network:
As discussed above, the Firm uses Dynasty’s TAMP services. Dynasty Program Fees are not
included in the investment management fee you pay to the Firm. You will be charged, separate
from and in addition to your investment management fee, any applicable Program Fees as well as
applicable independent manager fees. The Firm does not receive any portion of the fees paid
directly to Dynasty or the service providers made available through its platform, including the
independent managers.

Each of the Program Fee and independent manager fees are determined by the particular
program(s) and manager(s) with which your assets are invested and are calculated based upon a
percentage of your assets under management, as applicable. The Program Fee generally ranges

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from 0 - .45% annually, independent fixed income manager fees generally range from 0 - .90%
annually, and independent equity manager fees generally range from 0 – 1.50% annually.

You will note the total fee reflected on your custodial statement will represent the sum of the Firm’s
investment management fee, Program Fee(s) and independent manager fee(s), accordingly. You
should review such statements to determine the total amount of fees associated with your
requisite investments, and you should review your investment management agreement to
determine the investment management fee you pay to us.

If a third-party money manager is used to manage your account, there are some third-party
managers that charge their management fees using average daily balance. The TAMP will
calculate these third-party money manager fees as described above, quarterly in advance.
Because these two methodologies differ, a reconciliation is necessary at the end of the quarter to
ensure accurate billing. This true-up billing, which can be a credit or debit, reflects the difference
between the quarterly in advance fee (TAMP) and the actual fee based on average daily balances
(Third-party manager).

Direct Invoicing:
In rare cases, our firm will agree to directly invoice the client. As part of this process, Clients
understand the following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including
       the amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms; and
    c) If required by law and our firm sends a copy of our invoice to the client, a legend urging
       the comparison of information provided in our statement with those from the qualified
       custodian will be included.

All fees describing the advisory services of the firm in item 5 are negotiable.

Other Types of Fees & Expenses

Mutual Funds/ETFs
...

Item 7: Types of Clients & Account Requirements

Client Types:
Our firm has the following Client types: Individuals and High Net Worth Individuals; Trusts, Estates
or Charitable Organizations; Pension, Retirement Plans, and Profit Sharing Plans; Corporations,
Limited Liability Companies and/or Other Business Types.

Account Requirements:

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your account if it falls below a minimum size which, in our
sole opinion, is too small to manage effectively.