Chris Bulman Inc

Item 5 Fees and Compensation
Asset Management
The fee schedule for all accounts is negotiable and will vary based on the Sub-Adviser and/or Third
Party Money Manager selected as well as the number of portfolios selected in each account, but in all
cases the maximum annual fee is listed below for asset management services is as follows:
                                        Maximum Annual Fee
                                              1.75%

Asset management fees are generally payable monthly, in arrears, based on the average daily
balance of the account(s) during the period. If the investment advisory agreement is executed at any
time other than the first day of a calendar month, our fees will apply on a pro rata basis, which means
that the advisory fee is payable in proportion to the number of days in the month for which you are a
client. BWG’s fee is deducted directly from your account through the qualified custodian holding your
funds and securities. Advisory fees are deducted only when you have given our firm written
authorization permitting the fees to be paid directly from your account. Further, your qualified
custodian will deliver an account statement to you at least quarterly. These account statements will
show all disbursements from your account, including fees paid to BWG for services rendered. You
should review all statements for accuracy.

Either BWG or the client may terminate the investment advisory agreement at any time, subject to
written notification requirements in the investment advisory agreement. In the event of termination, any
paid but unearned fees will be promptly refunded to the client based on the number of days that the
account was managed, and any fees due to us from the client will be invoiced or deducted from the
client's account prior to termination.

Foundations Investment Advisors, LLC (FIA)
Bulman Wealth Group utilizes FIA as a Sub-Adviser. BWG will be compensated via fee sharing from
FIA to which it directs clients. This relationship will be disclosed in the contract between Bulman
Wealth Group and FIA.

FIA agrees to pay Bulman Wealth Group a fee for introducing Clients to FIA. The Client fee shall be
based on the investment strategy utilized at FIA and the amount of assets in a Client’s Account. Below
is the fee schedule utilized by FIA:

Method of Compensation and Fee Schedule
The total maximum annual advisory fees charged to the client are based on a percentage of AUM as
follows:

             Assets Under Management                   Maximum Annual Management Fee *
             Up to $500,000                            1.50%
             $500,001 to $999,999                      1.45%
             Over $1,000,000                           1.40%

• A $150 annual minimum management fee will be assessed on all accounts. For account values of
less than $7,500, this may equate to be more than the maximum percentage as stated in this Form
ADV and the Agreement.
• The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser
fees are included in the fee schedule above.
• All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end
of the January billing cycle. This $50 fee also applies to non-discretionary and/or non-managed
accounts.

The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets,
anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be
managed, related accounts, account composition, negotiations with Clients, etc.). Fees are billed
monthly in arrears and calculated based on the average daily balance of the Account during the
current billing period. Lower fees for comparable services may be available from other sources. Clients
may terminate their account within five (5) business days of signing the Investment Advisory
Agreement with no obligation and without penalty. After the initial five (5) business days, the
agreement may be terminated by Bulman Wealth Group with thirty (30) days written notice to Client
and by the Client at any time with written notice to Bulman Wealth Group. For accounts opened or
closed mid-billing period, fees will be prorated based on the days services are provided during the
given period. All unpaid earned fees will be due to Bulman Wealth Group. Client shall be given thirty
(30) days prior written notice of any increase in fees. Any increase in fees will be acknowledged in
writing by both parties before any increase in said fees occurs.

In addition, from time to time, FIA may initiate incentive programs for BWG. These programs will
compensate BWG for attracting new assets and clients promoting investment advisory services. FIA
may also initiate programs that reward BWG with meeting total production criteria, participate in
advanced training and/or improve client service. These incentive programs may be rewarded with
cash and/or non-cash compensation, such as deferred compensation, bonuses, training symposiums,
marketing assistance and recognition trips. These incentive programs are paid for by FIA and do not
affect fees paid by the client.

Brookstone Capital Management
BWG utilizes Brookstone Capital Management (“BCM”) as a Third-Party Money Manager. BCM
sponsors a wrap program which will be disclosed in their Appendix 1 Brochure. BWG will be
compensated via a fee share from Brookstone Capital Management to which it directs clients. This
relationship will be disclosed in the contract between BWG and BCM.

BCM agrees to pay BWG a fee for introducing Clients to BCM. The Client fee shall be based on the
investment strategy utilized at BCM and the amount of assets in a Client’s Account. Below is the
maximum fee schedule utilized by BCM:

FEE SCHEDULE 1

              Assets Under                  Maximum Annual
              Management                    Management Fee
              Up to $500,000                1.50%
...

Item 7 Types of Clients
BWG offers investment advisory services to the following types of clients:

    •   Individuals;
    •   High Net Worth Individuals;
    •   Corporations;
    •   Trusts;
    •   Estates;
    •   Charitable organizations, Foundations, and Endowments; and
    •   Retirement Plans

Clients are required to execute a written investment advisory agreement with BWG when establishing
an investment advisory relationship.

BWG does not require a minimum to open and maintain an advisory account.