Bensler LLC

Item 5 – Fees and Compensation

In addition to the information provide in Item 4 – Advisory Business, this section provides additional
details regarding our firm’s services along with descriptions of each service’s fees and compensation
arrangements.

SCS                                               6                                  Disclosure Brochure

ASSET MANAGEMENT

Fee for Investment Advisory Services

Our fee for investment advisory services is negotiable and is a maximum of 1.5% annually based on
a percentage of assets under management. Our fees are generally withdrawn directly from the
client’s accounts with client’s written authorization.

Fees are paid quarterly in advance. The advisory fee is calculated using the value of the assets on
the last business day of the prior billing period. Refunds for any fees paid in advance but not yet
earned will be refunded on a prorated basis and returned within fourteen days to the client via
check or return deposit back into the client’s account. For all asset-based fees paid in advance, the
fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times
the number of days elapsed in the billing period up to and including the day of termination. (*The
daily rate is calculated by dividing the annual asset-based fee rate by 365.)

Please see our wrap fee brochure for fees associated with our asset management services to SWM II
accounts.

Fees for LPL Advisory Program

The account fee charged to the client for the MWP LPL advisory program is negotiable, subject to a
total annual maximum of 1.75%, in which the SCS advisory fee portion will be no more than 1.5%.

The MWP account fee consists of an LPL program fee, a strategist fee (if applicable) and an advisor
fee of up to 1.75%. Accounts remaining under the legacy fee structure may be charged one
aggregate account fee, for which the maximum account fee is 1.75%. See the MWP program
brochure for more information.

Account fees are payable quarterly in advance.

LPL serves as program sponsor, investment advisor and broker-dealer for the LPL MWP advisory
program.

Fees for Pension Consulting Services

Our annual fee for pension consulting services is negotiable and may vary from client to client based
on the size and complexity of the Plan and scope of services to be provided. Fees for these services
may be billed in advance or arrears and at varying frequencies. The billing methodology will be
agreed upon within the retirement plan advisory agreement.

Depending upon the capabilities and requirements of the Plan’s recordkeeper or custodian, SCS may
collect its fees in arrears or in advance. Typically, Sponsors instruct the Plan’s recordkeeper or
custodian to automatically deduct the fees from the Plan account; however, in some cases a Sponsor
may request that SCS send invoices directly to the Sponsor or recordkeeper/custodian.

Sponsors receiving pension consulting services may pay more than or less than a client might
otherwise pay if purchasing the services separately or through another service provider. There are
several factors that determine whether the costs would be more or less, including, but not limited to,
the size of the Plan, the specific investments made by the Plan, the number of or locations of Plan

SCS                                               7                                 Disclosure Brochure

participants, services offered by another service provider, and the actual costs of retirement plan
advisory services purchased elsewhere. In light of the specific retirement plan advisory services
offered by SCS, the fees charged may be more or less than those of other similar service providers.

In determining the value of the account for purposes of calculating any asset-based fees, SCS will rely
upon the valuation of assets provided by Sponsor or the Plan’s custodian or recordkeeper without
independent verification.

For plans enrolled in SCS Education & Wellness, SCS may charge a per participant fee in the amount
of $7 per participant annually, a flat fee in the amount of $2,000 up to 500 employees, and $5,000 up
to 1,000 employees. This fee is charged through an invoice directly to the Plan Sponsor either
quarterly or annually. Other pricing may be negotiated between SCS and participating business.

Financial Plans and Consultations

SCS offers either oral or written financial plans that can be comprehensive or segmented in nature.
Plans can include, but are not limited to, the areas of retirement planning, employer benefits plans,
college planning, employer stock options and divestitures, budgeting, tax planning, estate planning
and insurance analysis. Plans will include recommendations to help clients meet their financial goals
and objectives. SCS’s associated persons will meet with clients as many times as necessary to gather
the documents and information needed to prepare the financial plans.

The charge for these plans is a fixed fee between $2,500 and $5,000 and is negotiable based upon the
complexity of the client’s financial situation and the services being provided. The fee will be disclosed
to the client prior to services being provided. Fees are due and payable, in arrears, upon presentation
of the plan(s) at which time the financial planning engagement terminates.

Either party may terminate services at any time by submitting written notice to all appropriate
parties. If services are terminated within five business days of executing a contract with SCS, services
will be terminated without penalty. After the initial five business days, the client will be responsible
for fees due for time and effort expended by SCS's associated persons prior to receipt of notice of
termination.

General Information on Advisory Services and Fees

Because we provide asset management services either through our own wrap program (SWM II
accounts) or through a wrap program of LPL (MWP accounts), clients will generally not incur
...

Item 7 – Types of Clients

SCS generally provides investment advice to the following types of clients:

      •   Individuals
      •   High-Net Worth Individuals
      •   Trusts, estates, or charitable organizations
      •   Corporations and other businesses
      •   Pension and profit-sharing plans

Minimum Investment Amounts Required

SCS’s has no minimum investment amount requirements for establishing an account.