BOSS Retirement Advisors LLC

Item 5 – Fees and Compensation

    In addition to the information provided 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

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    arrangements. It should be noted that lower fees for comparable service may be available from other
    sources. The exact fees and other terms will be outlined in the agreement between you and B.O.S.S.
    Retirement Advisors.

    Investment Management Services

    Fees charged for investment management services are negotiable based upon the type of client, the
    services requested, the investment adviser representative providing advice, the complexity of the client's
    situation, the composition of the client's account, other advisory services provided and the relationship of
    the client and the investment adviser representative. As mentioned in Item 4 above, the firm may at its
    discretion provide supplemental financial planning or consulting services on a complementary basis.
    The following are the fee arrangements available for investment management services offered by
    B.O.S.S. Retirement Advisors.

                            Fees for AEWM Co-Managed Accounts

    For accounts that are managed on a sub-advisory basis with AEWM, fees are generally charged in
    arrears based on the total account size at the end of the applicable period at a rate negotiated on a case
    by case basis depending on the engagement. A portion of the fee will be paid to AEWM, and a portion
    will be paid to B.O.S.S. Retirement Advisors.

           The firm’s fee for accounts managed with AEWM is 1.75% annually unless otherwise specified.

    Fees are generally deducted directly from client accounts on a monthly basis. Services provided through
    AEWM’s managed account program are offered both on a non-wrap fee basis and through a wrap fee
    program. If a client chooses to receive services on a non-wrap fee basis, the client will be responsible for
    separate commissions, ticket charges, and custodian fees for the execution of transactions in the
    account. These charges (if applicable) will be in addition to any investment management fee that is paid
    to AEWM and to our firm. If a client chooses to receive services through the wrap fee program, the client
    will only pay fees based on assets under management and will not pay a separate commission, ticket
    charge, or custodian fee, for the execution of transactions in the account.

    Details about services, fees, wrap programs and other expenses of AEWM and or its third party
    managers are available in the applicable firm’s Form ADV Part 2 Brochure.

                            Fees for Third-Party Managed Accounts

    A complete description of a third-party money manager’s or platform provider’s services, fee schedules
    and account minimums will be disclosed in the applicable disclosure brochure which will be provided to
    you prior to or at the time an agreement for services is executed and the account is established.

  When referred by B.O.S.S. Retirement Advisors, the overall investment advisory fee charged to you by a
  third party manager or platform provider will not exceed 2% annually. The applicable third party manager
  or platform provider will retain between 50 basis points (0.50%) and 90 basis points (0.90%) of the
  overall investment advisory fee (depending on the total amount of client assets that B.O.S.S. Retirement
  Advisors has referred to the manager or platform provider). B.O.S.S. Retirement Advisors will determine
  the remaining portion of the investment advisory fee that the third party manager or platform provider will
  charge the client, and this portion will be paid by the third party manager or platform provider to B.O.S.S.
  Retirement Advisors. The portion of the annual investment advisory fee charged by the third party
  manager or platform provider but determined by B.O.S.S. Retirement Advisors is negotiable dependent
  upon amount of assets managed. All fees are calculated and collected by the applicable third party
  manager or platform provider who will be responsible for delivering our portion of the fee paid by you to
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    us. The fees charged by the applicable third party manager or platform provider will generally be charged
    in advance and in most instances will be deducted directly from your account. Please refer to your client
    agreement with the applicable third party manager or platform provider as well as their disclosure
    brochure for details about services, fees, wrap programs and other expenses.

    Under this program, you may incur additional charges including but not limited to, mutual fund sales
    loads, 12b-1 fees and surrender charges and IRA and qualified retirement plan fees.

    We have a conflict of interest by only offering a limited number of third-party managers or platform
    providers that have agreed to pay a portion of their advisory fee to us and met the conditions of our due
    diligence review. There may be other third-party money managers or platform providers that may be
    suitable for you that may be more or less costly. No guarantees can be made that your financial goals or
    objectives will be achieved. Further, no guarantees of performance can be offered.

    Supplemental Financial Planning and Consulting Services

    As mentioned in Item 4 above, B.O.S.S. Retirement Advisors may at its discretion provide supplemental
    financial planning or consulting services on a complementary basis.

    Your investment adviser representative in his or her separate capacity as an insurance agent may
...

Item 7 – Types of Clients

    B.O.S.S. Retirement Advisors generally provides investment advice to the following types of clients:

           Individuals
           High net worth individuals
           Pension and profit sharing plans
           Trusts, estates, or charitable organizations
           Corporations or business entities other than those listed above

    Minimum Investment Amounts Required
    The minimum fixed fee generally charged for financial planning services on a fixed fee basis is $500.

    The minimum fixed fee generally charged for consulting services is $250.

    Third-party money managers and platform providers may have minimum account and minimum fee
    requirements in order to participate in their programs. Each-third party money manager or platform
    provider will disclose its minimum account size and fees in its Form ADV Part 2A Disclosure Brochure.
    However, B.O.S.S. Retirement Advisors generally requires a minimum of $7,000 in order to refer a client to
    a third-party money manager or platform provider. To reach this minimum, a client can aggregate all
    household accounts. Exceptions may be granted to this minimum for family member and in anticipation
    additional assets for referral.