Camelot Technology Advisors Inc

Item 5. Fees and Compensation
      Camelotta Advisors offers services on a fee basis, which includes fixed and/or hourly fees, as well as fees
      based upon assets under management.

      Portfolio Management Fees

      Camelotta Advisors offers portfolio management services for an annual fee based on the amount of assets
      under the Firm’s management. This management fee varies up to 200 basis points (2.00%), depending upon
      the size and composition of a client’s portfolio, the type and amount of services rendered and the

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 Disclosure Brochure

      individual(s) providing the services. In addition to, or in lieu of, the asset-based fee, the Firm can negotiate
      a fixed fee and/or provide services on an hourly basis at $610 per hour.

      The annual fee is prorated and charged quarterly, in arrears, based upon the market value of the assets being
      managed by Camelotta Advisors on the last day of the quarter as determined by a party independent from
      the Firm (including the client’s custodian or another third-party). The fee-paying arrangements for fixed
      and/or hourly charges will be determined on a case-by-case basis and will be detailed in the signed Advisory
      Agreement. The client will be invoiced directly for the fees, and fees will be assessed on a pro-rata basis in
      the event the Advisory Agreement is executed at any time other than the first day of a calendar quarter.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory
      agreement is terminated, the fee for the final billing period is prorated through the effective date of the
      termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as
      appropriate.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), Camelotta Advisors can
      negotiate a fee rate that differs from the range set forth above. Clients are advised that a conflict of interest
      exists for the Firm to recommend that clients engage Camelotta Advisors for additional services for
      compensation, including rolling over retirement accounts or moving other assets to the Firm’s management.
      Clients retain absolute discretion over all decisions regarding engaging the Firm and are under no obligation
      to act upon any of the recommendations.

      Advisory Consulting Fees

      Camelotta Advisors charges on an hourly or flat fee basis for Advisory Consulting services. The total
      estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of the engagement
      with the client. The maximum hourly fee to be charged will not exceed $610. Flat fees range from $1,500
      to $20,000. The Firm requires a retainer of 50% of the ultimate Advisory Consulting fee at the time of
      signing. The remainder of the fee will be directly billed to the client and due within 30 days of a financial
      plan being delivered or consultation rendered. The Firm will not require a retainer exceeding $1,200 when
      services cannot be rendered within 6 months.

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 Disclosure Brochure

      Retirement Plan Consulting Fees
      The Firm’s Pension Consulting services are billed on an hourly or fixed (or flat) fee basis or a fee based on
      the percentage of Plan assets under management at a maximum of 2.00%. The total estimated fee, as well
      as the ultimate fee charged, is based on the scope and complexity of the engagement with the client. The
      maximum hourly fee to be charged will not exceed $610. The fixed fees range from $750 to $20,000.

      Fee Discretion

      Camelotta Advisors may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria,
      such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to
      be managed, related accounts, account composition, pre-existing/legacy client relationship, account
      retention, pro bono activities, or competitive purposes.

      Additional Fees and Expenses

      In addition to the advisory fees paid to Camelotta Advisors, clients also incur certain charges imposed by
      other third parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
      transaction fees, custodial fees, fees attributable to alternative assets, margin and other borrowing costs,
      charges imposed directly by a mutual fund or ETF in a client’s account, as disclosed in the fund’s prospectus
      (e.g., fund management fees and other fund expenses), deferred sales charges, odd-lot differentials, transfer
      taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities
      transactions. The Firm does not receive a portion of any of these fees and expenses.

      Charles Schwab & Co., Inc. (“Schwab”) and Interactive Brokers LLC do not charge transaction fees for
      U.S. listed equities and exchange traded funds, but do charge transaction fees for many mutual funds.
      Fidelity Brokerage Services (“Fidelity”) eliminated transaction fees for U.S. listed equities and exchange
      traded funds for clients who opt into electronic delivery of statements or maintain at least $1 million in
...

Item 7. Types of Clients
      Camelotta Advisors offers services to individuals (including high net worth individuals), trusts, estates,
      charitable organizations, corporations and other business entities, and pension and profit sharing plans.

      Minimum Account Value

      As a condition for starting and maintaining a Portfolio Management relationship, Camelotta Advisors
      imposes a minimum portfolio value of $3,000,000. Camelotta Advisors may, in its sole discretion, accept
      clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity,
      anticipated future additional assets, dollar amount of assets to be managed, related accounts, account
      composition, pre-existing client, account retention, and pro bono activities. Camelotta Advisors only
      accepts clients with less than the minimum portfolio size if the Firm determines the smaller portfolio size
      will not cause a substantial increase of investment risk beyond the client’s identified risk tolerance.
      Camelotta Advisors may, in its sole discretion, aggregate the portfolios of family members to meet the
      minimum portfolio size. Written financial plans are generally assessed a minimum fee of $1,500.