Bush Investment Group LLC

Item 5       Fees and Compensation
    A.
                                 INVESTMENT MANAGEMENT SERVICES

The Registrant provides discretionary investment advisory services on a fee basis. The
Registrant’s annual investment advisory fee (hereinafter “Advisory Fee”) shall vary from
negotiable up to 2.00% of the total assets placed under the Registrant’s
management/advisement and shall be based upon various objective and subjective factors.
These factors include, but are not limited to, the amount of the assets placed under the
Registrant’s management, the level and scope of the overall investment advisory services
to be rendered and the complexity of the engagement.

Registrant's annual investment advisory fee shall include investment advisory services,
and, to the extent specifically requested by the client, financial planning and consulting
services. In the event that the client requires extraordinary planning and/or consultation
services (to be determined in the sole discretion of the Registrant), the Registrant may
determine to charge for such additional services, the dollar amount of which shall be set
forth in a separate written notice to the client.

For client accounts managed using Pontera, the total annual Advisory Fee due to Adviser
shall consist of a base amount for services provided by Adviser plus an additional amount
charged to Adviser by Pontera (the “Pontera Fee”). The annual Pontera Fee shall consist
of 0.25%. This annual Pontera Fee is included in Adviser’s annual Advisory Fee described
above and will be paid by Adviser and not Client.

For client accounts managed within a fee-based annuity, neither Registrant nor its
investment adviser representatives receive a commission on these products. For these
products, Registrant will be paid an annual Advisory Fee as described above and in
accordance with Registrant’s Agreement and/or the client’s written agreement with the
product sponsor.

Fee Differentials. The Registrant shall price its services based upon various objective and
subjective factors. As a result, the Registrant’s clients could pay diverse fees based upon
the market value of their assets, the complexity of the engagement, and the level and scope
of the overall financial planning and/or consulting services to be rendered. The services to
be provided by the Registrant to any particular client could be available from other advisers
at lower fees. All clients and prospective clients should be guided accordingly.

Conflict of Interest: Because Registrant’s annual Advisory Fee is calculated as a percentage
of client assets under management, the more assets clients have in their advisory account,
the more clients will pay Registrant for its investment management services. Therefore,
Registrant has an incentive to encourage clients to increase the assets maintained in
accounts managed by Registrant, which creates a conflict of interest. Registrant addresses
this conflict of interest by ensuring any such recommendations are in the best interest of its
clients.

                     RETIREMENT PLAN CONSULTING SERVICES
The Registrant provides pension consulting services, in the capacity of a 3(21) and 3(38)
advisor, pursuant to which it assists sponsors of self-directed retirement plans with the
selection and/or monitoring of investment alternatives from which plan participants shall
choose in self-directing the investments for their individual plan retirement accounts. The
Registrant’s annual fee for these services shall generally range from negotiable up to 1.00%
of the total assets maintained within the plan.

      FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)

  The Registrant provides financial planning and/or consulting services (including
  investment and non-investment related matters, including estate planning, insurance
  planning, etc.) on a stand-alone fee basis. Registrant’s planning and consulting fees are
  negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis, and from $200
  to $400 on an hourly rate basis, depending upon the level and scope of the service(s)
  required and the professional(s) rendering the service(s). For clients who utilize Estately,
  the cost of this service is covered by Registrant and there is no additional charge to clients.

B. Clients may elect to have the Registrant’s Advisory Fees deducted from their custodial
   account. Both Registrant's Agreement and the custodial/clearing agreement may authorize
   the custodian to debit the account for the amount of the Registrant's Advisory Fee and to
   directly remit that management fee to the Registrant in compliance with regulatory
   procedures. In the limited event that the Registrant bills the client directly, payment is due
   upon receipt of the Registrant’s invoice. Advisory Fees payable for accounts managed
   using Pontera will be deducted directly from another non-tax qualified account, as
   authorized by the client in Registrant’s Agreement. In limited circumstances, the Registrant
   may also invoice the client for accounts managed using Pontera.

C. As discussed below, unless the client directs otherwise or an individual client’s
   circumstances require, the Registrant shall generally recommend that Charles Schwab &
   Co., Inc., member FINRA/SIPC (“Schwab”), an independent and unaffiliated SEC-
   registered broker-dealer and FINRA member, serve as the broker-dealer/custodian for
   client investment management assets. Broker-dealers such as Schwab charge brokerage
   commissions and/or transaction fees for effecting certain securities transactions. All
   clients will be delivered a current and accurate schedule of commissions, transaction and
   other fees charged by the custodian, and are encouraged to carefully review those
   documents. Those fees are subject to change by the custodian, as set forth in the client’s
   custodial agreement with the custodian. Please see Item 12 of this brochure for additional
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Item 7       Types of Clients
         The Registrant’s clients shall generally include individuals, business entities, trusts, estates
         and charitable organizations. The Registrant has a minimum asset level of $250,000 for
         investment advisory services, but the Registrant may waive the minimum at their
         discretion. The Registrant, in its sole discretion, may charge a lesser investment
         management fee based upon certain criteria (i.e. anticipated future earning capacity,
         anticipated future additional assets, dollar amount of assets to be managed, related accounts,
         account composition, negotiations with client, etc.).