Aspire Advisors LLC

Item 5. Fees and Compensation

      The firm offers its services on a fee basis, which includes hourly and fixed fees as well as fees based upon
      assets under management. Additionally, certain of Aspire Advisors’ Supervised Persons, in their individual
      capacities, may offer securities brokerage services and insurance products under a commission
      arrangement (as described below).

      Financial Planning and Consulting Fees

      For stand-alone financial planning and consulting services or for those individual clients with less than
      $1,000,000 in assets under the firm’s management, Aspire Advisors charges an hourly or fixed fee for
      financial planning, retirement planning and consulting services. These fees are negotiable, but generally
      are $250 per hour or range from $1,000 to $3,000 on a fixed fee basis, depending upon the level and scope
      of the services and the professional rendering the services. Prior to engaging Aspire Advisors to provide
      any of these services, the client is required to enter into a written agreement with Aspire Advisors setting
      forth the terms and conditions of the engagement. Generally, the firm requires one-half of the fee payable

Aspire Advisors, LLC Disclosure Brochure

      upon entering the written agreement. The balance is generally due upon delivery of the financial plan or
      completion of the agreed upon services. For those clients with at least $1,000,000 in assets under the firm’s
      management, financial planning and consulting services are included in the firm’s investment management
      fee.
      For stand-alone consulting and educational engagements by retirement plans or recordkeepers, Aspire
      Advisors may charge an asset-based fee not to exceed 1%.

      Investment Advisory Fee

      Aspire Advisors provides investment advisory services for an annual fee based upon a percentage of the
      market value of the assets being managed by Aspire Advisors. Our firm bills on cash unless indicated
      otherwise in writing. Aspire Advisors’ fee for any alternative billing arrangements will not exceed 1.25% of
      the market value of the managed assets.

                                                INDIVIDUAL CLIENTS

                          Portfolio Value                                     Fee

                          up to $100,000                                    1.25%
                          $100,001 - $250,000                               1.00%
                          $250,001 - $500,000                               0.75%
                          above $500,000                                    0.50%

                                        CORPORATE ASSET MANAGEMENT

                          Portfolio Value                                     Fee

                          up to $1,000,000                                          1.25%
                          $1,000,001 - $2,500,000                                   1.00%
                          $2,500,001 - $5,000,000                                   0.75%
                          above $5,000,000                                          0.50%

                             CORPORATE PENSION & RETIREMENT PLAN CLIENTS

                          Portfolio Value                                                   Fee

                          up to $5,000,000                                                  0.50%
                          $5,000,001 - $10,000,000                                          0.40%
                          $10,000,001 - $25,000,000                                         0.30%
                          $25,000,001 - $50,000,000                                         0.20%
                          above $50,000,000                                      0.10%-0.20%

Aspire Advisors, LLC Disclosure Brochure

      Corporate Pension and Retirement Plan Clients are subject to a minimum annual fee of $5,000.00, which
      may be waived at the firm’s sole discretion.

      Please note client assets held in Certificate of Deposits (CDs) may be charged a separate, reduced fee
      from the Investment Management fee above. The firm’s annual fee is exclusive of, and in addition to
      brokerage commissions, transaction fees, and other related costs and expenses which are incurred by the
      client. Aspire Advisors does not, however, receive any portion of these commissions, fees, and costs. The
      firm’s annual fee is prorated and charged quarterly, in arrears, based upon the market value of the assets
      being managed by Aspire Advisors on the last day of the previous quarter. Certain pre-existing clients are
      subject to a different fee schedule. Aspire Advisors, in its sole discretion, may negotiate to charge a lesser
      management fee based upon certain criteria (i.e., anticipated future earning capacity, anticipated future
      additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-
      existing client, account retention, pro bono activities, etc.).

      Fees Charged by Financial Institutions

      As further discussed in response to Item 12 (below), Aspire Advisors generally recommends that clients
      utilize the brokerage and clearing services of Fidelity Institutional Wealth Services (“Fidelity”) for investment
      management accounts.

      Aspire Advisors may only implement its investment management recommendations after the client has
      arranged for and furnished Aspire Advisors with all information and authorization regarding accounts with
      appropriate financial institutions. Financial institutions include, but are not limited to, Fidelity, any other
      broker-dealer recommended by Aspire Advisors, broker-dealer directed by the client, trust companies,
      banks etc. (collectively referred to herein as the “Financial Institutions”).
...

Item 7. Types of Clients

      Aspire Advisors generally provides its services to individuals, high net worth individuals, pension & profit-
      sharing plans, other employee benefit plans, and corporations or other business entities. However, the firm
      may also advise trusts, estates and charitable organizations.

      Minimums

      Corporate Pension and Retirement Plan Clients are generally subject to a minimum annual fee of
      $5,000.00, which may be waived at the firm’s sole discretion.

      Additionally, individual clients who opt into electronic delivery of statements or maintain at least $1 million in assets
      at Fidelity will not be charged transaction fees for U.S. listed equities and exchange traded funds.

Aspire Advisors, LLC Disclosure Brochure