Dustin Blodgett Insight Capital LLC

Item 5 Fees and Compensation
This item gives you information about the fee or other compensation we may receive from you or from others in
connection with or as a result of giving you investment advice.

                                                             accounts.
 Our fees range from 0% to 2% of the assets under
 management per annum, prorated quarterly and                We can prepare a financial plan based on your
 based on the managed assets at the end of the               specific needs and circumstance. Our fee to create a
 quarter just completed. Our fees are negotiable. We         financial plan can be up to $2,500. For the specific
 also charge a one-time financial planning fee for           financial plan, fees are payable when the advice and
 clients wishing to have this service. This fee is in        plan is delivered to you. You will be billed for
 addition to the asset-based fee for managing the            investment supervisory services quarterly after the work

has been performed on the first day of the following       obligation to effect any transactions through any
quarter. We do not bill any fees in advance. Our           particular broker-dealer or through any associated
quoted fee will be based on the assets under               person. You have the option to purchase investment
management per annum, prorated quarterly and               products or insurance products that we recommend
based on the managed assets at the end of the              through any brokers or agents that you desire to use.
quarter.                                                   You will pay additional fees to others in connection
Direct Debiting: We will deduct these fees from your       with your investments, such as 12b-1 and other
account with the custodian if you have elected in          mutual fund expenses, brokerage and other
writing for us to do so. The custodian will send you a     transaction costs to the executing broker, custodial
quarterly statement showing all disbursements for your     fees and so on. We do not receive any portion of any
account, including the amount of the advisory fee.         broker-dealer and/ or custodial fees.
You should compare the account statements you              (Please also see Item 12 for additional information on
receive from your account custodian(s) with those          our recommendation of brokers for you).
account statements you receive from us. It is not the
responsibility of the custodian(s) to do this for you.     If you decide to terminate your relationship with
                                                           Insight Capital Management, upon termination of
Stripe billing: Initial Set-Up: We will connect you to a   our agreement to manage your accounts, we will
third-party credit card processing service, Stripe. They   bill the prorated amount of investment advisory fees
will work with you to establish payment method and         from your account.
require you to sign their disclosures and agreements.
Making Payments: Once your agreement has been set          Lower or higher fees for comparable services may be
up, payments will automatically collect as per your        available from other sources.
method of payment established with Stripe. Each time       Either you or we may terminate a contract by written
a payment is debited from your card as part of your        notice to the other delivered either personally or by
agreement, a transaction confirmation email                mail.
is generated by their system and sent to the email         We do not have any dollar minimums or other
address they have on record.                               requirements for accepting investment advisory
For a new account that is opened during the quarter,       accounts.
we may bill the prorated amount for the time we spent
                                                           Certain of our supervised persons are registered
managing your account as determined by the date
                                                           representatives of Independent Financial Group,
the account was funded.
                                                           LLC, an independent and unaffiliated broker-dealer
From time to time and when appropriate for the             and member of the Financial Industry Regulatory
particular client, Insight Capital Management will         Authority. From time to time and when appropriate
recommend annuities as a part of its insurance             for the client, such supervised persons will earn an
offerings, to its clients from Great West, an insurance    ordinary and customary commission from the sale of
provider. We are compensated from this arrangement         a security to a client in such capacity. This creates a
based on our standard fee schedule and are paid            conflict of interest, because such supervised persons
from the clients’ investment accounts.                     have the potential to earn both commissions and
Great West does not provide us with any economic           advisory fee revenue from a client. The supervised
benefit nor any commissions. We do not charge our          persons address this potential conflict of interest by
clients any additional fees nor do we foresee any          fully disclosing their relationships with Investment
conflicts of interest from this relationship. We do not    Architects, informing clients that they are under no
receive any incentives from offering these products        obligation to purchase a security through them, and
to our clients. For invoicing, Great West deducts our      maintaining policies and procedures to reinforce our
management fee from their annuity investment               fiduciary duty to clients.
account. Our clients will incur brokerage and              Some of our supervised persons are licensed to sell
...

Item 7 Types of Clients

 This item tells you about the types of clients to whom we give investment advice.
 We provide investment advice to the following                  We do not have any dollar minimums or other
 types of clients: Individuals (including high net worth        requirements for accepting investment advisory
 individuals), trusts, estates, foundations and                 accounts.
 charitable organizations, corporations or other
 business entities, pension and profit-sharing plans.