Burford Brothers Inc

ITEM 5      Fees and Compensation
             ANNUAL FEES FOR ADVISORY SERVICES
             Fees for retirement plan services are negotiated before the signing of the Retirement Plan Advisory and
             Consulting Agreement. The agreement language includes the negotiated fee, which may be charged as a
             percentage of the total retirement plan assets and/or as a flat annual fee.

                                                 Asset Management Fee Schedule
                                        First $2,000,000                        0.75%
                                 Next $2,000,001 - $20,000,000                  0.50%
                                       Next $20,000,001 +                       0.40%

                                                Financial Consulting Fee Schedule
                                               (Based on Assets Under Advisement)
                                        First $2,000,000                        0.75%
                                 Next $2,000,001 - $20,000,000                  0.50%
                                       Next $20,000,001 +                       0.40%

                                Financial Consulting Fee Schedule
                                Ongoing Annual Fixed Fee           $18,000 - $500,000

                                Retirement Plan Advisory and Consulting Fee Schedule
                                    Percentage of Plan Assets               0.40% - 1.00%

             FEE BILLING & PAYMENT
             The fee billing will be pre-determined in writing in the investment advisory agreement that is executed by
             you and Burford Brothers. Our asset management fees are payable monthly in arrears. Our fees are annual
             fees and may be negotiable. Payments are due on the first day of the calendar month and are based on
             the account’s asset value as of the last business day of the prior calendar month multiplied by the
             applicable annual rate and divided by twelve (12). The fee for the prior month is billed and payable within
             ten (10) days after the end of the prior month. We may take into account withdrawals and deposits made
             during the billing period on a prorated basis when determining the account's asset value.
             We generally calculate our advisory fees based on the market value of assets under management. In
             accounts where options strategies such as box spreads (synthetic loans) are utilized, fees are calculated

  Burford Brothers, Inc.                                                                                              7

    based on the gross market value (long value) of the account, rather than the net equity value. As a result,
    clients may pay higher advisory fees than they would if fees were calculated based on net equity.
    This creates a conflict of interest, as we have an incentive to utilize strategies that increase the gross value
    of assets under management, including the use of leverage or synthetic financing arrangements, because
    doing so increases the advisory fees earned. We seek to mitigate this conflict by adhering to our fiduciary
    duty to act in the best interest of clients, implementing supervisory oversight of investment strategies,
    and ensuring that such strategies are used only when appropriate based on the client’s investment
    objectives, risk tolerance, and financial circumstances.

    Retirement plan consulting fees will be billed on a monthly basis, in arrears, at the end of each calendar
    month, due within thirty (30) days after the date of invoice, unless otherwise agreed to by the parties.
    The fee will be billed directly to the plan sponsor or paid directly from the plan assets if authorized by the
    plan fiduciary.
    Financial consulting fees are an annual fee and are negotiable. The fees are paid quarterly in arrears.
    Payments are due on the first day of the calendar quarter and are based on the asset’s fair market value
    as of the last business day of the prior calendar quarter multiplied by the applicable annual rate and
    divided by four (4). The fee for the prior quarter is billed and payable within ten (10) days after the end of
    the prior quarter, based on the value of the asset’s fair market value on the last business day of that
    quarter.
    In TPMM accounts in some instances, Burford Brothers deducts the advisory fee from the client’s account
    and then will forward a portion of the fee to TPMM. We urge our clients to refer to the selected TPMM’s
    disclosure documents for exact fees and expenses charged by each such TPMM, as well as minimum
    account requirements, refund, and termination provisions. A complete description of each program can
    be found in disclosure materials prepared by the TPMM, which we will provide to the client at the time
    we recommend the program.
    We may take into account withdrawals and deposits made during the billing period on a prorated basis
    when determining an account's asset value.
    You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.).
    These fees are separate and distinct from the fees and expenses charged by Burford Brothers.

    TERMINATION OF AGREEMENT
    Either party may terminate the investment advisory agreement by providing 30-day advance written
    notice. Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any
    earned, unpaid fees will be due and payable up to and including the effective date of termination.
    Notwithstanding the above, if we do not deliver the appropriate disclosure statement to you at least 48
    hours prior to you entering into any written or oral advisory contract with this us, then you have the right
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ITEM 7      Types of Clients
             We provide our investment advisory services to:
             - Individuals
             - High Net Worth Individuals
             - Business Owners
             - Trusts or Estates
             - Charitable Organizations
             - Corporations and/or Other Business Entities
             - State or Municipal Government Entities
             Our minimum fee for asset management services is 0.40%. Such minimum may be waived on a case by
             case basis.