Capital Management Services Inc

Item 5 – Fees and Compensation
Portfolio Management Services
CMS's will not charge more than 2.00 % of assets under management and this fee is negotiable. The final
fee will be agreed upon and disclosed to clients within the Investment Advisory Contract.
The fee charged by CMS will be calculated and paid monthly or quarterly in advance based upon the
closing balance of the account on the last day of the month in each quarter (or the opening balance of a
new account). Based upon the monthly or quarterly end balance, one twelfth or one fourth of the Annual
Fee agreed upon in the advisory agreement will be deducted from the client accounts. The fee for assets
added during the billing period will be pro-rated for the period in which the assets were under
management and will be due at the time the assets are added.
 CMS sends a copy of the fee calculation to the Third-Party Advisers for review. Once the Third-Party
 Adviser verifies the accuracy of Registrant's billing calculations, the Third-Party Adviser forwards its
 consent to Registrant to proceed with the deduction of fees from the client accounts.
The firm may also charge an additional fixed fee for financial planning services, and these are agreed
upon within the advisory contract. CMS's fees are negotiable and may be higher than other advisers
offering comparable services.
Fees are generally deducted directly from client accounts on a monthly or quarterly basis in advance, but
clients may elect to alternatively pay fees by check or wire transfer. The fees charged by CMS will
generally include outside management fees but will not include other expenses such as trading costs and
expenses charged by mutual funds in which Client's funds may be invested. Additional information about
brokerage practices may be found in Item 12 below.
Clients will enter into a written advisory contract with CMS at the time CMS is retained. The Contract
may be terminated by the client immediately upon notice during the first five (5) business days from the
date of execution without penalty. Thereafter, the contract maybe terminated by either party upon thirty
(30) days' written notice. CMS's fee will be pro- rated, and any unearned fees will be refunded. Upon
termination, Client will receive a refund within sixty (60) days of the pro-rated portion of any advisory
fee paid but not yet earned as of the date such notice is received, less any expenses incurred by CMS on
behalf of Client up to and including such date.

Turnkey Asset Management Platform.
CMS pays a fee to utilize Tactive Wealth Advisers Turnkey Asset Management Platform (TAMP) whereby
Tactive Wealth Advisors offers back-office administration, trading and billing functions for CMS clients.
CMS pays a fee to Tactive Wealth Advisors for these services.

Institutional Advisory Services
CMS fees to institutional clients for advisory services are determined on a case-by-case basis based on
level and type of service provided. Fees are generally either asset based or structured as a fee split
arrangement. Fees are generally paid monthly or quarterly directly by the client and may be due in
advance or in arrears depending on the engagement.

Item 7 – Types of Clients
CMS provides its services to individuals, trusts and estates, businesses, and employee benefit plans.

CMS imposes a minimum account value of $25,000 on managed accounts. However, we may, in our sole
discretion, accept accounts with a lower initial account value if we determine that the timing strategy is
suitable for such an account. Such a determination will be made on a case-by-case basis upon
information furnished by prospective clients. CMS may accept certain IRA accounts with a minimum
initial balance of
$2,000.