Burgess Chambers & Associates Inc

Item 5 Fees and Compensation
Our compensation for non-discretionary account services is calculated and paid quarterly based on the
market value of the assets. Alternatively, some clients are charged a flat fixed quarterly fee. Our fee
arrangements with clients are negotiated during the contract process and are dependent upon the
complexity and scope of the services required and your objectives. Compensation is payable in arrears
following the end of each quarter.

Our compensation for discretionary account services is calculated and paid monthly based on the
market value of the assets. Our fee arrangements with clients are negotiated during the contract
process. Compensation is payable in arrears following the end of each month.

Additional Fees and Expenses
As part of our investment consulting services to you, we may recommend that you invest in mutual
funds and exchange traded funds. The fees that you pay to our firm for investment consulting services
are separate and distinct from the fees and expenses charged by mutual funds or exchange traded
funds (described in each fund's prospectus) to their shareholders. These fees will generally include a
management fee and other fund expenses. You will also incur transaction charges and/or brokerage
fees when purchasing or selling securities. The broker-dealer or custodian through whom your account
transactions are executed typically imposes these charges and fees. We do not share in any portion of
the brokerage fees/transaction charges imposed by the broker-dealer or custodian. To fully understand
the total cost you will incur, you should review all the fees charged by mutual funds, exchange traded
funds, our firm, and others.

Item 7 Types of Clients
We offer discretionary and non-discretionary consulting and advisory services to individuals, pension
and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business and
governmental entities.

BCA does not have a minimum account size requirement.