Coordinated Financial Services Inc

ITEM 5 - FEES AND COMPENSATION

INVESTMENT MANAGEMENT FEES AND COMPENSATION

Coordinated Financial Services charges a fee as compensation for providing Investment Management services on your
account. Our services include investment management services, trade entry, investment supervision, and other account
maintenance activities. Our Custodian charges transaction costs, custodial fees, redemption fees, retirement plans, and
administrative fees or commissions. See Additional Fees and Expenses below for additional details.

The fees for investment management are based on an annual percentage of assets under management and are applied
to the household asset value on a prorated basis. Our maximum investment advisory fee as a percentage of assets under
management is 1.50% and may be negotiable at the sole discretion of Coordinated Financial. For accounts custodied at
Schwab, fees will be billed quarterly in arrears based on the month-end account balance for the previous three months
of the quarter, totaled, and billed. For accounts custodied at LPL, fees will be billed quarterly in advance based on the
quarter-end account balance for the previous quarter. The initial fee will be based on the portfolio's market value on the
last business day of the month or quarter for the number of days your account is under management for that quarter. The
market value will be determined as reported by the Custodian. Unless otherwise agreed upon and stated in Appendix B
of this Agreement, fees are assessed on all assets under management, including securities, cash, and money market
balances. When applicable and noted in Appendix B of the Investment Management Agreement, legacy positions will
also be excluded from the fee calculation. Our employees and their family-related accounts are charged a reduced fee
for our services.

Unless otherwise instructed by the Client, we will aggregate related Client accounts for the purposes of determining the
account size and annualized fee. The common practice is often referred to as “house-holding” portfolios for fee purposes
and may result in lower fees than if fees were calculated on portfolios separately. Our method of house-holding accounts
for fee purposes looks at the family dynamic and relationship. With our Client's permission, we often will include multi-
generational factors such as the account values of adult children and grandchildren as part of the family dynamic pricing.

When applicable and noted in Appendix A of the Investment Management Agreement, legacy positions will also be
excluded from the fee calculation. Legacy Clients may be grandfathered into a previous fee schedule.

The independent Qualified Custodian holding your funds and securities will debit your account directly for the
advisory fee and pay that fee to us. You will provide written authorization permitting the fees to be paid directly
from your account held by the Qualified Custodian. Further, the Qualified Custodian agrees to deliver an account
statement to you on a quarterly basis indicating all the amounts deducted from the account, including our advisory
fees.

The Client may terminate the Investment Advisory Agreement within five (5) business days of signing the Agreement
without penalty or incurring any advisory fees. After the 5 business days, either Coordinated Financial Services or you
may terminate the management agreement immediately upon written notice to the other party. The management
fee will be prorated to the termination date for the quarter in which the cancellation notice was given, and the
earned fee will be billed to your account. Upon termination, you are responsible for monitoring the securities in

                                                                                       COORDINATED FINANCIAL SERVICES, INC.
                                                                                      ADV PART 2A BROCHURE ½ V.4 | MARCH 2026

your account, and we will have no further obligation to act or advise with respect to those assets. In the event of a
Client’s death or disability, Coordinated Financial Services will continue management of the account until we are
notified of the Client’s death or disability and given alternative instructions by an authorized party.

LPL FINANCIAL SPONSORED ADVISORY PROGRAMS

As mentioned above, the fees for portfolio management are based on an annual percentage of assets under management
or a flat quarterly fee and are applied to the account asset value on a prorated basis and billed quarterly in advance based
on the quarter-end account value, considering any withdrawal and contribution flow. Only the initial fee will be in arrears
and based upon the date the account is accepted for management by execution of the advisory agreement by
Coordinated Financial Services or when the assets are transferred during the initial billing cycle. The market value will be
determined as reported by the Custodian. Fees are assessed on all assets under management, including securities, cash,
and money market balances. Additional deposits and withdrawals will be added or subtracted from the assets on a
prorated basis to adjust the account fee.

    •   The MWP account fee charged to the Client is negotiable, subject to the maximum annual account fee of 1.25%.
        Depending on the time of engagement, MWP legacy accounts will be on a different fee schedule than the current
        Coordinated Financial maximum account fee.

    •   OMP account fee charged to the Client is negotiable, subject to the maximum annual account fee of 1.50%.
        Depending on the time of engagement, OMP legacy accounts will be on a different fee schedule than the current
        Coordinated Financial maximum account fee.
    •   SWM account fee charged to the Client is negotiable, subject to the maximum annual account fee of 1.25%.

Legacy accounts may be on a different fee schedule than the sponsored advisor programs listed above.
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ITEM 7 - TYPES OF CLIENTS
We provide investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates,
charitable organizations, corporations, and business entities. Our minimum initial household value is $250,000; however,
we may accept households and accounts for less than the minimum at our sole discretion.

There is no minimum account size for the hourly fee-based financial planning services.