Arimathea

ITEM 5: FEES AND COMPENSATION
   As discussed below, Arimathea offers two advisory service models for retail clients with differing fees: (1)
   a traditional non-digital advisory relationship directly with Arimathea professionals; and (2) a fully digital
   experience through PuriFi.

   Clients who engage Arimathea through the traditional non-digital channel are offered a Comprehensive
   Portfolio Management single service tier.

   PuriFi digital platform clients pay a tiered fee based on assets under management. PuriFi clients may
   choose from two service tiers: Core (asset management only) or Premium, (which includes optional direct
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   engagement with an investment adviser representative for investment management, financial planning,
   and consulting services).

   Beyond traditional Arimathea and the PuriFi digital platform, clients may engage in standalone Financial
   Planning and Consulting and/or Retirement Plan Consulting services.

  A. COMPENSATION FOR OUR ADVISORY SERVICES

  A.1. ASSET MANAGEMENT

   The maximum annual fee charged for this service will not exceed 2.00%. 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.
   Fees are negotiable and will be deducted from client account(s). In rare cases, our firm will agree to
   directly invoice. 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.
          Our firm will send an invoice directly to the custodian; and
       c) If our firm sends a copy of our invoice to the client, legend urging the comparison of
          information provided in our statement with those from the qualified custodian will be
          included.

  A.2.    COMPREHENSIVE PORTFOLIO MANAGEMENT

   The maximum annual fee charged for this service will not exceed 2.00%. 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.
   Fees are negotiable and will be deducted from client account(s). In rare cases, our firm will agree to
   directly invoice. 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.
          Our firm will send an invoice directly to the custodian; and
       c) If 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.

  A.3. NON-EXEMPT ACCOUNTS

    A non-exempt account must have revenue equal or greater than the respective advisor’s Arimathea.
    override. For accounts which do not meet the minimum, Arimathea. will directly debit advisor revenue to
    cover the requirement by means of Asset Based Pricing. The Asset Based Pricing calculation is based on a
    basis point schedule and not a percentage of revenue override. For instance, if the standard override is
    10%, a 10bps fee will be assessed to advisor. This minimum management fee may be passed directly to
    client, in whole or in part, with appropriate documentation, or simply absorbed by advisor without
    change to client account.
             a) Accounts exempt from a firm imposed minimum annual fee:
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                        i. The account holder is considered:
                               1. Self/Advisor (IAR) personal accounts
                               2. Spouse/domestic partner and/or
                               3. Minor Child
                       ii. To abide by United States Internal Revenue Service limitations, and defined by FINRA
                           (Immediate Family), familial qualified accounts subject to the annual fee cap will not
                           have a firm-imposed management fee greater than the nominal administrative fee of
                           0.035% regardless of IAR’s’ previously mentioned pay-out percentage
                      iii. Client/Account qualifies through “flex billing”
                              1. Flex billing – this is the term designating a particular account may not be billed
                                 an annual fee as said account has the annual fee debited from another
                                 account’s prior approved billing arrangement. Prior approval is required
                      iv. Account does not hold advisory assets (for example assets used for consolidated
                          reporting purposes only wherein firm/IAR does not have fiduciary or custodial
                          responsibilities) or is an SMA billed direct by the custodian
                       v. Client is a current branch employee or advisor/affiliate of the RIA
  A.4. FINANCIAL PLANNING & CONSULTING

   Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total
...

ITEM 7: TYPES OF CLIENTS
  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
  Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
  us.