Baron Silver Stevens Financial Advisors LLC

Item 5 Fees and Compensation
Vision2020 Wealth Management Platform - Advisor Managed Portfolios Fees
We may offer Advisor Managed Portfolios as an account where no separate transactions charges
apply and a single fee is paid for all advisory services and transactions ("Wrap Account").

You will pay a quarterly account fee, in advance, based upon the market value of the assets held in
your account as of the last business day of the preceding calendar quarter. Your account fees are
negotiable and will be debited from your account by our custodian. You will receive a full account fee
refund in the event that you terminate your client agreement with us within five business days of
signing. If you terminate after the first five days, the account fee will be credited back to you on a pro-
rata basis for the unused portion of the quarter.

Additional, ancillary fees may apply. Please see the Advisor Managed Portfolios Wrap Fee Program
Brochure for further details. Our Advisor Managed Portfolios account fee schedule is as follows:

      Assets Under Management                 Advisory Fee
           $0 - $1,000,000                        1%
       $1,000,000 - $2,000,000                   .90%
       $2,000,000 - $3,000,000                   .80%
       $3,000,000 - $4,000,000                   .70%
       $4,000,000 - $5,000,000                   .60%
          $5,000,000 and up                      .50%

The above fees may be negotiable based on account size, complexity, prior relationships and related
account holdings. We will deduct our fee directly from your account through the qualified custodian
holding your funds and securities. We 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.

Either party may terminate the advisory agreement upon written notice to the other party. In the event
of termination, any fees charged for services not provided with be returned pro rata based on the
remainder of days left in the billing period.

VISION2020 Wealth Management Platform - SMA and UMA Account Fees
We do not charge you a separate fee for VISION2020 Wealth Management Platform - SMA and UMA
Account Program (WMAP). We will share in the advisory fee you pay. The advisory fee you pay to is
disclosed in the WMAP Wrap Fee Program Brochure.

VISION2020 Wealth Management Platform - Model Portfolio Strategists Fees
We do not charge you a separate fee for Wealth Management Platform - Model Portfolio Strategies
Program ("Model Program"). We will share in the advisory fee you pay. The advisory fee you pay to
is disclosed in the Model Program Wrap Fee Program Brochure.

Third Party Advisory Services Fees
We do not charge you a separate fee for the selection of other advisers. We will share in the advisory
fee you pay directly to the third party adviser. The advisory fee you pay to the third party adviser is
established and payable in accordance with the brochure provided by each third party adviser to whom
you are referred. These fees may or may not be negotiable. Our compensation may differ depending
upon the individual agreement we have with each third party adviser. As such, a conflict of interest
exists where our firm or persons associated with our firm has an incentive to recommend one third
party adviser over another MM with whom we have more favorable compensation arrangements or
other advisory programs offered by third party advisers with whom we have less or no compensation
arrangements.

You may be required to sign an agreement directly with the recommended third party adviser(s). You
may terminate your advisory relationship with the third party adviser according to the terms of your
agreement with the third party adviser. You should review each third party adviser's brochure for
specific information on how you may terminate your advisory relationship with the third party adviser
and how you may receive a refund, if applicable. You should contact the third party adviser directly for
questions regarding your advisory agreement with the third party adviser.

Advisory Services to Retirement Plans Fees
The services we provide to your Plan are described above, and in the service agreement that you have
signed with our firm. Our compensation for these services is described in the service agreement. We
may, with consent of the Plan, and in accordance with Plan documents, bill out of pocket expenses
(such as overnight mailings, messenger, translation fees, etc.) at cost. We do not reasonably expect to
receive any other compensation, direct or indirect, for the services we provide to the Plan or
Participants. Nonetheless, since Associated Persons of our firm are registered representative and/or
licensed insurance agents, these individuals may receive 12b-1 fees, revenue sharing or other forms of
indirect compensation in connection with mutual fund investments allowable under applicable authority
through Osaic (refer to Items 5, 10, and 14 for additional disclosures). If we receive any other

compensation for such services, we will (i) offset the compensation against our stated fees, and (ii) we
will promptly disclose the amount of such compensation, the services rendered for such compensation
and the payer of such compensation to you.

Financial Planning Services Fees
We will charge a fixed fee that ranges from $2,500 to $10,000 for planning services. The planning fee
charged to you is for the financial plan only. However, if you contract with us for a financial plan you
will have access to our firm for on-going planning services (i.e. telephone conferences and revisions to
the plan, among other services) throughout the remainder of the year in which the financial plan was
...

Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations and other business entities.

In general, we require a minimum of $500,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if you
appear to have significant potential for increasing your assets under our management. We may also
combine account values for you and your minor children, joint accounts with your spouse, and other
types of related accounts to meet the stated minimum.