Complete Advisors Plus LLC

Item 5 Fees and Compensation

Asset Management Fees
Pursuant to an investment advisory contract signed by each client, the client will pay Complete
Advisors a Management Fee, payable in quarterly advance, based on the amount of the assets to
be managed by the Advisor as of the opening of business on the first business day of each
quarter. The management fee will be in the range of .35% to .95% per annum.

These fees may be negotiated by Complete Advisors at its sole discretion. The custodian will
directly deduct investment Advisory fees from the client account on a quarterly basis, and the
custodian will send a quarterly statement to the client.

Fixed Fee
Complete Advisors will charge a fixed fee for comprehensive financial planning services of
$5,000 per plan as contracted with client. Fixed fees may be negotiated in advance based at the
discretion of the Advisor. Fixed fee-based clients are billed $2,500 upon signing of the
agreement, and the remainder on delivery of the plan. All plans will be completed within six
months of the agreement date.

Business consulting services clients are charged a fixed fee. The Advisor will calculate the fixed
fee for these services by multiplying an hourly rate of $500 by the estimated hours needed to
deliver the contracted services. The fixed fee will be billed one-half on project initiation with the
remaining half due on completion of the project. All projects will be completed within six
months of initiation.

All fees paid to Complete Advisors for investment advisory services are separate and distinct
from the expenses charged by mutual funds to their shareholders and the product sponsor in the
case of variable insurance products. These fees and expenses are described in each fund's or
variable product's prospectus. These fees and expenses will generally include management fees
of the funds’ investment manager and other fund expenses. A client could invest in these
products directly, without the services of Complete Advisors. In that case, the client would not
receive the services provided by Complete Advisors which are designed, among other things, to
assist the client in determining which products or services are most appropriate to each client's
financial condition and objectives. Accordingly, the client should review both the fees charged
by the product sponsor and the fees charged by Complete Advisors to fully understand the total
fees to be paid.

Complete Advisors will provide investment advisory services and portfolio management services
but will not provide custodial or other administrative services. At no time will Complete
Advisors accept or maintain custody of a client's funds or securities. Client is responsible for all
custodial and securities execution fees charged by the custodian and executing broker-dealer.
The Advisors fee is separate and distinct from the custodian and execution fees.

Clients may request to terminate their advisory contract with Complete Advisors, in whole or in
part, by providing advance written notice. Client's advisory agreement with the Advisor is non-
transferable without Client's written approval.

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Complete Advisors’ management fee and fixed fee are payable in advance. Upon termination,
any fees paid in advance will be prorated to the date of termination and any excess will be
refunded to client.

Neither Complete Advisors nor its supervised persons accept compensation for the sale of
securities or other investment products, including asset-based sales charges or service fees from
the sale of mutual funds.

Item 7 Types of Clients

Complete Advisors will offer its services to individuals, pension and profit sharing plans, trusts,
estates, charitable organizations, corporations and other business entities.

Complete Advisors’ cumulative minimum account requirement for opening and maintaining an
account is $500,000. However, Complete Advisors may accept accounts with a lower value at
its sole discretion.