Colburn Wealth Management LLC

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 ASSET MANAGEMENT
 CWM offers discretionary direct asset management services to advisory Clients. CWM
 charges an annual investment advisory fee based on the total assets under management as
 follows:

        Assets Under Management                 Annual Fee               Quarterly Fee
                                                  1.00%
             First $1,000,000                                                 .25%
                                            ($2,500 Minimum)
            Second $1,000,000                      .75%                     .1875%
             Next $3,000,000                        .50%                     .125%
             Over $5,000,000                        .25%                    .0625%

 The fee structure is designed such that as the portfolio grows and passes into the next tier,
 those next tier dollars are billed at a lower rate. For example, on a $2,000,000 client
 account, the client would expect to pay an annual fee of .875% (the first $1,000,000 billed
 at 1%, the second $1,000,000 billed at .75% for an average of .875%). Fees are calculated
 based on the previous quarters’ average daily balance.
 These fees are negotiable depending upon the needs of the client and complexity of the
 situation. Fees are paid quarterly in arrears, and clients may terminate their contracts with
 thirty days’ written notice. Because fees are charged in arrears, no refund policy is
 necessary.
 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 CWM with thirty (30) days written notice to Client
 and by the Client at any time with written notice to CWM. 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 CWM. 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.
Client Payment of Fees
 Fees for asset management services are:
    •   Deducted from a designated Client account. The Client must consent in advance to
        direct debiting of their investment account.
Additional Client Fees Charged
 Custodians may charge transaction fees and other related costs on the purchases or sales of
 mutual funds, equities, bonds, options and exchange-traded funds. Mutual funds, money
 market funds and exchange-traded funds also charge internal management fees, which are
 disclosed in the fund’s prospectus. CWM does not receive any compensation from these
 fees. All of these fees are in addition to the management fee you pay to CWM. For more
 details on the brokerage practices, see Item 12 of this brochure.
Prepayment of Client Fees
 CWM does not require any prepayment of fees.
External Compensation for the Sale of Securities to Clients
 CWM does not receive any external compensation for the sale of securities to Clients, nor
 do any of the investment advisor representatives of CWM.

Item 7: Types of Clients
Description
 CWM generally provides investment advice to individuals and high net worth individuals.
 Client relationships vary in scope and length of service.
Account Minimums
 CWM requires a minimum of $500,000 to open and maintain an account. In certain
 instances, the minimum account size may be lowered or waived.