CMH Wealth Management LLC

Item 5: Fees and Compensation

Compensation – Investment Management Services
Our annual fee for the services shall be a percentage of the market value of the assets under
our management in accordance with the fee schedule below. The investment management fee
shall be paid monthly, in arrears (after services rendered), based upon the market value of the
assets, including cash and accrued interest, on the last day of the previous month as valued by
the custodian.

If assets are deposited to or withdrawn from an existing account after the beginning of a
month, the investment management fee will not be prorated based on the number of days
remaining in the month. You may withdraw assets from the account after providing us with
notice. All withdrawals are subject to customary securities settlement procedures. All accounts
are subject to a minimum annual investment management fee as set forth on the fee schedule
below. No portion of the investment management fee shall be based on capital gains or capital
appreciation of the assets except as provided herein and provided for under the Investment
Advisers Act of 1940, as amended (the “Advisers Act”) and state securities laws. No increase in
the investment management fee shall be effective without prior written notification to you.

Fee Schedule:

                      Portfolio Value                      Annual Fee
                      First $1,000,000                       1.20%
                      Next $2,000,000                        0.90%
                      Next $3,000,000                        0.70%
                      Next $4,000,000                        0.50%
                     Above $10,000,000                       0.40%

Accounts are subject to a minimum annual investment management fee of $8,000. Accordingly,
clients with CMH account relationships totaling less than $670,000 may pay investment
management fees at an effective rate in excess of 1.20%.

Payment
At your direction, we invoice the custodian monthly, to deduct the investment management
fee due, from one or more of your accounts.

Agreement Terms
Either party may terminate an agreement at any time by notifying the other. If you made a
payment in arrears, we may collect any earned yet unpaid fees.

Cash Balances
Some of your assets may be held as cash and remain uninvested. Holding a portion of your
assets in cash and cash alternatives, i.e., money market fund shares, may be based on your

desire to have an allocation to cash as an asset class, to support a phased market entrance
strategy, to facilitate transaction execution, to have available funds for withdrawal needs or to
pay fees or to provide for asset protection during periods of volatile market conditions. Your
cash and cash equivalents will be subject to our investment advisory fees unless otherwise
agreed upon. You may experience negative performance on the cash portion of your portfolio if
the investment advisory fees charged are higher than the returns you receive from your cash.

Retirement Plan Rollover Recommendations
As part of our investment advisory services to our clients, we may recommend that clients roll
assets from their employer’s retirement plan, such as a 401(k), 457, or 403(b) plans
(collectively, a “Plan Account”), to an individual retirement account, such as a SIMPLE IRA, SEP
IRA, Traditional IRA, or Roth IRA (collectively, an “IRA Account”) that we will advise on the
client’s behalf. We may also recommend rollovers from IRA Accounts to Plan Accounts, from
Plan Accounts to Plan Accounts, and from IRA Accounts to IRA Accounts.

If the client elects to roll the assets to an IRA that is subject to our advisement, we will charge
the client an asset-based fee as set forth in the advisory agreement the client executed with our
firm. This creates a potential conflict of interest because it creates a financial incentive for our
firm to recommend the rollover to the client (i.e., receipt of additional fee-based
compensation). Clients are under no obligation, contractually or otherwise, to complete the
rollover. Moreover, if clients do complete the rollover, clients are under no obligation to have
the assets in an IRA advised on by our firm. Due to the potential conflict of interest, when we
make rollover recommendations, we operate under a special rule that requires us to act in our
clients’ best interests and not put our interests ahead of our clients’.

Under this rule’s provisions, we must:

   •    meet a professional standard of care when making investment recommendations (give
        prudent advice);
   •    never put our financial interests ahead of our clients’ when making recommendations
        (give loyal advice);
   •    avoid misleading statements about conflicts of interest, fees, and investments;
   •    follow policies and procedures designed to ensure that we give advice that is in our
        clients’ best interests;
   •    charge no more than a reasonable fee for our services; and
   •    give clients basic information about conflicts of interest.

Former employees typically have four options available when they separate from service:

   1.   leaving the funds in the employer’s (former employer’s) plan;
   2.   moving the funds to a new employer’s retirement plan;
   3.   cashing out and taking a taxable distribution from the plan; or
   4.   rolling the funds into an IRA rollover account.

We will provide clients with an explanation of the advantages and disadvantages of both
account types.

Margin
You may choose to add a margin feature to your taxable account(s). Margin is borrowing
against the value of your assets, which could create a ‘negative’ cash position and reduce the
overall value of your account(s). Our investment advisory fees will be based on the entire
invested value of your portfolio, regardless of any margin balance. We feel this allows us to
focus on the underlying investment work we do for you and removes the potential conflict of
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Types of Clients
We provide investment management services to individuals, high net worth individuals, trusts,
estates, charitable organizations, foundations, corporations, limited partnerships, and business

entities. Our discretionary investment management services may also be offered to pension
and profit-sharing plans.

Account Minimums
We have no minimum account size.