Driven Investments LLC

Item 5. Fees and Compensation
A. Fee Schedule

                                   Portfolio Management Fees

                  TOTAL ASSETS UNDER                        ANNUAL FEE
                     MANAGEMENT

                          $1 - $250,000                          2.00%
                      $250,001 - $500,000                        1.80%
                     $500,001 - $1,000,000                       1.75%
                     $1,000,001 – AND UP                         1.70%

                                 *This is a straight tier schedule.

Driven uses either the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, or an average of the daily balance in the client’s
account throughout the billing period is used, for purposes of determining the market value of
the assets upon which the advisory fee is based. The difference is based on the custodian utilized.

These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory
agreement. Fees are negotiable depending on client specific situation and potential depending on
many different circumstances. Some of the circumstances are:

   •   How often you will want to review the account with advisor;
   •   Whether the assets are held within a sub-account of an annuity;
   •   Whether you are friends or family members with a current employee;
   •   Whether you were referred to Driven;
   •   To match or beat a competitors offering;
   •   Whether you have additional assets held outside of Driven that Driven will manage in the
       future.

Clients can terminate the agreement without penalty for a full refund of Driven's fees within five
business days of signing the Investment Advisory Contract. Thereafter, clients can terminate the
Investment Advisory Contract immediately upon written notice. Lower fees for comparable
services are available from other sources.

                                 Selection of Other Advisers Fees

Driven will be compensated via a fee share from the advisers to which it directs those clients. In
the event that the client participates in account management via Other Advisers, The Pacific
Financial Group (TPFG) the fees will be as follows:

                   TOTAL ASSETS UNDER                      DRIVEN’S FEE
                      MANAGEMENT
                          $0 AND UP                              .75%

Adviser Fee

TPFG will pay to the client’s Financial Adviser as compensation for the Adviser Services, 75 basis
points (0.75%) of the annual fees paid by the Funds. The Adviser Fee is paid from TPFG’s own
resources and is not paid directly by the Funds.

Program Fees and Costs

Model Portfolios for this Program are constructed using the Pacific Financial Mutual Funds
(“Funds”), a family of mutual funds managed by Pacific Financial Group, LLC (“PFG”), an
affiliate of TPFG. For advising and providing other services to the Funds, the Funds will pay PFG
an advisory fee of 1.25% and an administrative service fee of 0.70%. In addition to these fees, the
Funds pay 0.10% to various custodial and brokerage platforms for Fund distribution and
marketing (“Rule 12b-1 fees”). Neither TPFG, PFG nor the Adviser receives any portion of the
12b-1 fees. All fees are charged monthly against each of the Fund’s average monthly net asset
value (“NAV”) and are indirectly paid by the Client who is also a shareholder of the Funds.
Because these fees are assessed and paid by the Funds, the total fees and expenses paid by the
Funds do not vary based on the amount or types of services rendered. Clients as shareholders of
the Funds will pay these fees regardless.

Accordingly, the Client does not pay more for participating in the Program nor for compensating
the Adviser. Clients should review the Funds’ prospectus for additional information relevant to
the fees paid by the Funds. Please also review TPFG’s Disclosure Brochure (Form ADV2). The
prospectus and Disclosure Brochures are available at www.tpfg.com.

Driven uses an average of the daily balance in the client's account throughout the billing period,
after taking into account deposits and withdrawals, for purposes of determining the market value
of the assets upon which the advisory fee is based.

                                Self Directed Brokerage Accounts

Driven Direct Management

TPFG has entered into an agreement with Driven to offer Driven’s customers access to a Self
Directed Brokerage Account program. Customers of Driven will pay an additional fee for this
service, as outlined below. The maximum fee for this program is 2.00% annually. Fees are paid
quarterly in advance. TPFG uses the value of the account as of the last business day of the
month prior to the billing period, after taking into account deposits and withdrawals, for
purposes of determining the market value of the assets upon which the advisory fee is based.

Certain 401k plans allow for direct fee billing on the self-directed brokerage account (SDBA). In
this scenario, Driven’s mutual fund and ETF models may be used within eligible SDBA
accounts. Driven bills the account directly at a rate agreed upon with the client, not to exceed
2%. A portion of the advisory fee, 0.27%, is remitted to The Pacific Financial Group, for
facilitating trading and billing. This setup is available only for plans that permit direct fee
deduction from the SDBA.

               TOTAL ASSETS UNDER                                ANNUAL FEE
                  MANAGEMENT
                      $1 - $250,000                                  2.00%
                   $250,001 - $500,000                               1.80%
                  $500,001 - $1,000,000                              1.75%
                  $1,000,001 – AND UP                                1.70%

TPFG Self Directed Brokerage Accounts (SDBA)

Driven will be compensated via a fee share from the advisers to which it directs those clients. In
...

Item 7: Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), and
high net worth individuals.

In general, we do not require a minimum dollar amount to open and maintain an advisory
account; however, we have the right to terminate the relationship with any client if their account
falls below a minimum size which, in our sole opinion, is too small to manage effectively.