Condon Wealth Management Inc

Item 5 Fees and Compensation
Investment Supervisory Services ("ISS")

The annualized fee for Investment Supervisory Services will be charged as a percentage of assets
under management, according to the following schedule:

Assets Under Management Annual Fee
First $500,000 .............................................................. 1.00%
Next $500,000 to $1,000,000 ....................................... 0.80%
Next $1,000,000 to $2,000,000 .................................... 0.70%
Next $2,000,000 to $3,000,000 .................................... 0.60%
Over $3,000,000 ........................................................... 0.50%

*We charge a minimum ["annual"] fee in the amount of $100 to open and maintain an advisory
account. At our discretion we may waive the minimum fee.

** For clients whose allocations include standalone accounts invested only in US Gov’t Bond Ladders,
our annual management fee is 0.10%. For clients whose allocations include standalone accounts
invested only in Fixed Income SMAs, our annual management fee is 0.35%.

CWM will quote an exact percentage for each client based on the value of the account. This fee will be
specified in the advisory agreement.

Asset based fees are calculated on a quarterly basis, and are payable in advance, based on the value
of the account(s) as of the average daily value of the previous quarter. The Account Management Fee
is prorated for periods less than a full billing cycle and adjusted to cover any additional contributions
made during that period. If the portfolio management agreement is executed at any time other than the
first day of a calendar quarter, 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 quarter for which you are a client.

Alternatively, the annualized fee for Investment Supervisory Services may be charged as a fixed fee,
negotiated on a case-by-case basis. Overall factors to be considered will include the type and amount
of assets to be managed and the complexity of the client's circumstances. CWM's fixed fees typically
range from $1,000.00 to $10,000.00.

Individual Portfolio Management - Managed by CWM

Asset based fees are calculated on a quarterly basis, and are payable in advance based on the value
of the account(s) as of the beginning of each billing period. The Account Management Fee is prorated
for periods less than a full billing cycle and adjusted to cover any additional contributions made during
that period.

Turnkey Asset Management Programs (TAMPs)

The fees charged to clients participating in a TAMP will vary based on the fees assessed by the
independent adviser, and will be agreed to in writing by the client and program sponsor. These fees
will include CWM's fee, specified above, as well as program sponsor fees, asset manager(s) fees, and
may include other fees, such as custodial, clearing and transaction charges. As our fee is included in
the overall fee charged to the client by the program sponsor, the program sponsor will remit our fee
directly to us. Asset based fees are calculated on a quarterly basis, and may be payable in advance or
arrears, as specified in the program agreement, based on account value. Clients should refer to the
independent adviser's and/or program sponsor's disclosure brochure, as applicable, for specific
information regarding fees, billing practices, minimum required investments and termination of advisory
agreements.

Manager of Managers

Where clients' assets are managed by a third-party asset manager outside of a structure turnkey asset
management program, the asset manager's fee will be charged to the client separately from, and in
addition to, CWM's fee, specified above. CWM's fees are calculated on a quarterly basis in advance,
as specified in the program agreement, based on account value. The asset manager's fees may be
charged in advance or arrears, depending upon the manager's fee billing practices. The asset
manager may debit your account directly for their portion of the fee. The asset manager will deduct
their portion of the advisory fee from the qualified custodian when you have given the asset manager
written authorization, either directly or through the advisory agreement that you sign with CWM,
permitting the fees to be paid directly from your account. The advisory fees with respect to the portfolio
assets will be paid and delivered by the custodian of the portfolio assets to the asset manager, for the
benefit of asset manager. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You should
review all statements for accuracy. Clients should refer to the independent adviser's disclosure
brochure, as applicable, for specific information regarding fees, billing practices, minimum required
investments and termination of advisory agreements.

Limited Negotiability of Advisory Fees: Although CWM has established the aforementioned fee
schedule(s), we retain the discretion to negotiate alternative fees on a client-by-client basis. Client
facts, circumstances and needs will be considered in determining the fee schedule. These include the
complexity of the client assets to be placed under management, anticipated future additional assets,
related accounts, portfolio style, account composition, and reports, among other factors. The specific
annual fee schedule will be identified in the contract between the adviser and each client.

We may group certain related client accounts for the purpose of achieving the minimum account size
requirements and determining the annualized fee.

Discounts, which are not generally available to our advisory clients, may be offered to family members
and friends of associated persons of our firm.

Financial Planning

CWM's Financial Planning fee will be determined based on the nature of the services being provided
...

Item 7 Types of Clients
CWM provides advisory services to the following types of clients:

    •   Individuals (other than high-net-worth individuals)
    •   High net worth individuals
    •   Corporations or other businesses not listed above
    •   Trusts

In general, we require a minimum ["Annual"] of $100 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if you
appear to have significant potential for increasing your assets under our management.

When utilizing certain TAMPs, as described in Item 4 above, the sponsor of the program may impose
account minimums.