Best Life Infinity LLC

ITEM 5 – FEES AND COMPENSATION

Fee Schedules
The BLI charges fees in various formats based on the service provided. Each investment advisor
representative ("representative") is paid fees based on a customized fee schedule that may be more or
less that can be had with other parties or other representatives. Clients engaging BLI for various services
may be subject to a combination of these fees. Fees are negotiable. BLI and its representatives may
charge a lesser or no fee to certain accounts for certain services after considerations including but not

        BEST LIFE INFINITY, LLC                                                               PAGE 5 OF 15

limited to future assets managed, value of assets managed, account composition, household accounts,
client negotiations, etc.

Financial Planning Fees
Each advisor's services vary and may range from a targeted plan to a comprehensive plan. As such, fees
will vary based on the complexity of the plan, time with the client, and advisor's experience among other
considerations.

If hourly fees are charged, the fee shall be no more than $375 per hour. When a flat fee is agreed upon
and charged, it will vary depending on the services to be provided. When fees in excess of $1,200 are
collected the services agreed upon shall be delivered within six months.

Investment Management Fees
Investment Management fees are assessed for the management of assets whether provided directly by
the representative or by selecting third party money managers. Third party money managers have their
own fees which are you must pay in addition to our investment advisory fees.

The fees, when assessed as a percent of assets, range from 0.375% to 2% when utilizing 3rd party
money manager strategies. Clients are billed quarterly in advance. Deposits or withdrawals greater than
$10,000 will be billed or refunded on a prorated basis. All deposits or withdrawals related to the initiation
or termination of an advisory relationship will be billed or refunded on a prorated basis regardless of
value. Fee calculations are based on calendar days. All accounts for a client are aggregated if breakpoints
are included in your fee structure.

In the case where a flat fee is charged for management of assets, the fee shall be billed quarterly, in
advance, and will not exceed $24,000 annually. For quarters that include the initiation or termination of
an advisory relationship the quarterly fee will be prorated based on calendar days and the client will be
billed or refunded as appropriate.

When assets are placed with third party money managers, BLI's normal investment management fees are
applicable as stated above. In addition, the third party money manager will assess their fee. When a third
party money manager is selected, you will be given a copy of their ADV Part 2A and any other disclosure
documents needed, which describes their fees and expenses.

Finally, BLI also offers use of third party portfolio models, some of which have additional fees that will
be disclosed at the time of placement.

Payment of Fees
  Client fees are due promptly after the invoice is presented.

       BEST LIFE INFINITY, LLC                                                                  PAGE 6 OF 15

  Financial Planning fees are typically paid by check or with credit card at engagement, at delivery of
  services, or 50% at engagement with the balance due at delivery of services, and occasionally in
  arrears. Hourly fees are billed at the end of the month they were incurred.

  Investment Management fees will be deducted directly from each of your accounts proportionally based
  on the total fee, unless accounts are held away, in which fees will be billed directly to client.
  1. When we withdraw fees from your account at the custodian, we will send you an invoice prior to
  submitting the fees to the custodian.
  2. The custodian sends you quarterly, at minimum, statements showing all disbursements, including
  our fees.
  3. We have received authorization from you to be paid directly from your accounts held at the
  custodian.

Termination
BLI or our clients can terminate our agreement at any time with or without cause. Unearned fees will be
refunded to client by check payment. When an agreement is terminated, all assets may need to be
transferred from the current custodian. You will be responsible for paying all fees including full quarter
custodial administrative fees, account closure fees, mutual fund fees and all trading costs due to the
termination. The custodian may assess additional fees for transfer of illiquid investments. If there is
insufficient cash in the account, the liquidation of some securities may be used to pay the fees. Prior to
termination of an agreement, we can provide a good faith estimate of these fees

Third Party Fees
You are responsible for the payment of all third party fees (i.e. custodian fees, mutual fund fees, 12b-1
fees, transaction fees, etc.). Those fees are separate and distinct from the fees we charge.

All brokerage commissions, stock transfer fees, and other similar charges incurred in connection with
transactions for the account will be paid out of the assets in the account and are in addition to the
investment management fees paid to us. While we take measures to ensure the fees charged are
accurate, it is your responsibility to ensure the amount of fee charged is correct. In addition to statements
sent by us, you will receive statements directly from these brokers, custodians or mutual funds or other
investments you hold. We strongly urge you to compare these statements for accuracy.

Other Investment Compensation
BLI does not accept commission for the sale of securities or other investment products, including asset-
based sales charges or service fees from the sale of mutual funds.

ITEM 7 – TYPES OF CLIENTS

BLI generally provides financial planning and/or investment management services to individual
investors and families, including high net worth individuals having over $1,000,000 in assets. Each
advisor representative determines their own minimum account or relationship size. Usually, the
recommended minimum is $100,000; however, exceptions maybe made on a case-by-case basis.
Military Survivors Financial Services clients receive many benefits, resources, tax laws and programs apply
uniquely to these special families, and we strive to continually update our knowledge base and experience
to provide the best service possible.