Aviso Wealth Management

Item 5       Fees and Compensation

                       INVESTMENT SUPERVISORY SERVICES
                                    ("ISS")

Our annual fees for Investment Supervisory Services are based upon a percentage of
assets under management and generally range from .375% to 2.00%. There may be
some additional fees or expenses clients pay in connection with our advisory services.
See General Information in the section below.
The annualized fee for Investment Supervisory Services is charged as a percentage
of assets under management, according to the following schedule:
                                     Assets Under
                                     Management

       From                  To           Maximum Annual Fee       Maximum Quarterly Fee
         $0              $1,000,000.00          2.00%                    .5000%
     $1,000,000.01       $5,000,000.00          1.75%                    .4375%
     $5,000,000.01       and greater            1.00%                    .2500%

Our fees are billed quarterly, in advance, at the beginning 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 Investment Advisory
Agreement.
The Firm has accounts with advisory agreements established prior to 2007 where the
fees are billed in arrears. The Firm will continue to honor those prior agreements but
will not establish arrear billing for new clients.
Limited Negotiability of Advisory Fees: Although Aviso Wealth Management has
established the aforementioned fee schedule, we retain the discretion to negotiate
alternative fees on a client-by-client basis. Client facts, circumstances and needs are
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 applied to a specific client is identified in the contract between the
adviser and that client.
We may group certain related client accounts for the purposes of achieving the
minimum account size requirements and determining the annualized fee.
Discounts, which are not generally available to our advisory clients, may be offered to
family members and friends of associated persons of our Firm.

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                       PORTFOLIO MANAGEMENT SERVICES FEES
 Our annual fees for Portfolio Management Services are based upon a percentage of
 assets under management and generally range from .375% to 2.00% and are charged
 according to the following schedule.
                             Assets Under Management

         From                 To           Maximum Annual Fee       Maximum Quarterly Fee
           $0             $1,000,000.00          2.00%                    .5000%
       $1,000,000.01      $5,000,000.00          1.75%                    .4375%
       $5,000,000.01      and greater            1.00%                    .2500%

 The annualized fee for Portfolio Management Services may be negotiated on a case-by-
 case basis. Overall factors to be considered will include the type and amount of assets to
 be managed and the complexity of the client’s circumstances.
 Our fees are billed quarterly, in advance, at the beginning 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 Investment Advisory
 Agreement.
 The Firm has accounts with advisory agreements established prior to 2007 where the
 fees are billed in arrears. The Firm will continue to honor those prior agreements but
 will not establish arrear billing for new clients.
 Limited Negotiability of Advisory Fees: Although Aviso Wealth Management has
 established the aforementioned fee schedule, we retain the discretion to negotiate
 alternative fees on a client-by-client basis. Client facts, circumstances and needs are
 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 applied to a specific client is identified in the contract between the
 adviser and that client.
 We may group certain related client accounts for the purposes of achieving the
 minimum account size requirements and determining the annualized fee.
 Discounts, which are not generally available to our advisory clients, may be offered to
 family members and friends of associated persons of our Firm.

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                                   FINANCIAL PLANNING
                                          FEES
 Aviso Wealth Management's Financial Planning fees are calculated 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.
 Our Financial Planning fees are calculated and charged on an hourly basis, ranging from
 $0 to $300 per hour or in certain circumstances a flat fee ranging from $300 to $10,000
 depending upon the specific arrangement reached with the client. 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.
 We may request a retainer upon completion of our initial fact-finding session with the
...

Item 7         Types of Clients

 Aviso Wealth Management provides advisory services to the following types of clients:

   •   Individuals (other than high net worth individuals)

   •   High net worth individuals

   •   Families

   •   Pension Plans/Profit Sharing Plans

   •   Charitable and other non-profit organizations

   •   Trusts

   •   Corporations

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