Brenton Point Wealth Advisors LLC

Item 5 – Fees and Compensation
Financial Planning, Consulting and Customized Services Fees
Our fees for financial planning, consulting, customized services and similar services (“Fees”) are
negotiated with you. Our Fees may be a fixed amount based upon the specific services we are
providing or may be based on an hourly charge. We do not have a standard Fee schedule for our
financial planning services, customized services or similar services.

Employee Benefit Retirement Plan Services Fees
Fees for Employee Benefit Retirement Plan services are negotiable and based on a number of
factors including plan assets under management and the scope of the engagement. We do not
have a standard fee schedule for our Employee Benefit Retirement Plan services.

Item 7 – Types of Clients

We generally accept as Clients - individuals, business or family related entities, trusts,
estates, foundations, endowments, charitable organizations, and pension and profit sharing
plans. BPWA manages accounts for BPWA and Zweig-DiMenna employees. Such accounts are
subject to the BPWA Code of Ethics (“Code”) as described in Item 11 below.