Attentive Investments LLC

Item 5      Fees and Compensation
                              INVESTMENT SUPERVISORY SERVICES
                           INDIVIDUAL PORTFOLIO MANAGEMENT FEES

Fees for investment supervisory services are charged based on the value of the invested assets held in
clients’ accounts. Accounts with a value of less than $50,000 are billed a management fee of 1% of the
invested net asset value of the account annually based on the quarter nearest to the anniversary date the
client’s account was opened, payable in arrears. Accounts with a value of $50,000 and more are billed
at the end of each calendar quarter, calculated on the value of assets under management as of the last
day of the calendar quarter. Fees are based on the following schedule:

                                Account Value                      Annual Fee
                                On the first $500,000                 1.00%
                                On the next $500,000                  0.75%
                                On amounts over $1,000,000             0.50%

There is no charge for Certificates of Deposit or cash held within the account.

Fees may be negotiable under certain circumstances.

Clients or the Firm may terminate on 10 days written notice. Upon termination, fees will be prorated to
the date of termination.

Our fees are billed in arrears at the end of each calendar quarter based upon the value (market value or
fair market value in the absence of market value), of the client's account at the end of the previous
quarter. Fees will be debited from the account in accordance with the client authorization in the Client
Services Agreement.

Limited Negotiability of Advisory Fees: Although Attentive Investments, LLC has established the
aforementioned fee schedule(s), we retain the discretion to negotiate alternative fees on a client-by-
client basis. Client facts, circumstances and needs will be considered in determining the fee schedule.
These include the complexity of the client, assets to be placed under management, anticipated future
additional assets; related accounts; portfolio style, account composition, reports, among other factors.
The specific annual fee schedule will be identified in the contract between the adviser and each client.
We may group certain related client accounts for the purposes of achieving the minimum account size
requirements and determining the annualized fee.
Discounts, not generally available to our advisory clients, may be offered to family members and
friends of associated persons of our firm.
Attentive Investments, LLC (“Attentive”) provides financial planning services in addition to
discretionary and non-discretionary investment management services.

Attentive provides individualized investment service to every client. Varying differences in age,
income and risk tolerance all affect the recommendations. Recommendations are also based upon
communication, education, information, client feedback and input.

                                   FINANCIAL PLANNING FEES
Attentive Investments, LLC's Financial Planning fee will be determined based on the nature of the
services being provided and the complexity of each client’s circumstances. All fees are agreed upon
prior to entering into a contract with any client.

Financial planning services are charged on an hourly basis according to the following schedule:

                        Certified Financial Planner             $250.00 per hour
                        Clerical Associate                      $102.50 per hour

Although the length of time it will take to provide a Financial Plan will depend on each client's
personal situation, we will provide an estimate for the total hours at the start of the advisory
relationship. The client will be billed upon completion of the plan and quarterly thereafter in arrears
based on actual hours accrued.

An invoice for financial planning services is issued on completion of the written analysis. The invoice
is payable on receipt. Clients may terminate the Financial Planning Agreement, without penalty, at any
time on written notice. Upon termination, any fees will be prorated to the date of termination.

                                     GENERAL INFORMATION
Termination of the Advisory Relationship: A client agreement may be canceled at any time, by either
party, for any reason upon receipt of 10 days written notice. As disclosed above, no fees are paid or
billed in advance of services provided.
Mutual Fund Fees: All fees paid to Attentive Investments, LLC for investment advisory services are
separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to their
shareholders. These fees and expenses are described in each fund's prospectus. These fees will
generally include a management fee, other fund expenses, and a possible distribution fee. A client could
invest in a mutual fund directly, without our services. In that case, the client would not receive the
services provided by our firm which are designed, among other things, to assist the client in
determining which mutual fund or funds are most appropriate to each client's financial condition and
objectives. Accordingly, the client should review both the fees charged by the funds and our fees to
fully understand the total amount of fees to be paid by the client and to thereby evaluate the advisory
services being provided.
Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for the
fees and expenses charged by custodians and imposed by broker dealers, including, but not limited to,
any transaction charges imposed by a broker dealer with which an independent investment manager
effects transactions for the client's account(s). Please refer to the "Brokerage Practices" section (Item
12) of this Form ADV for additional information.
Grandfathering of Minimum Account Requirements: Pre-existing advisory clients are subject to
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Item 7    Types of Clients
Attentive Investments, LLC provides advisory services to the following types of clients:
• Individuals (other than high net worth individuals)
• High net worth individuals
• Pension and profit sharing plans(other than plan participants)