Eagle Investment Advisors LLC

Item 5 Fees and Compensation

Eagle’s current fee schedule is as follows, Fee calculations are based on Assets Under
Management.

Investment Advisory/Management Services

 First $1,000,000 in aggregated assets            1.00%
 Next $2,000,000                                   0.75%
 Above $3,000,000                                  0.50%

Fees are payable at the end of the calendar quarter three months in arrears and based
upon the total market value of each client’s investment portfolio multiplied by the fee
percentage and divided by 4(four). When necessary to prorate, fees are as of the last
day of the month of the preceding calendar quarter. (Mkt Value x 1% /4 = Fee)
          Eagle Investment Advisors ADV Part 2 Brochure/ ID #01112024

Eagle may enter into fixed or negotiated fee arrangements when appropriate.

Eagle’s fees may be negotiable based on various criteria, including, but not limited to:
the size of the aggregate related party portfolio, size and pre-existing relationships with
the client or their family. Compensation will ultimately be based on the time involved,
the degree of responsibility assumed, complexity of the engagement, special skills
needed to solve problems, and the application of experience and knowledge of the
client’s situation.

Related accounts may be linked for purposes of fee calculation if all parties agree;
meaning certain accounts, approved by Eagle, may be grouped together for fee
calculations.

Generally, all custodians who provide custody of Individual Retirement Account assets
charge annual administrative fees. These fees are the responsibility of the client and
are separate and not included as part of Eagle I.A. fees.

Additional Information on Compensation

In certain circumstances, fees, account minimums and payment terms may be
negotiable.

Fees are not charged based on the capital gains or the capital appreciation of any funds
or any part of any funds of any client in a manner prohibited by the Investment Advisors
Act of 1940.

All fees paid to Eagle for investment advisory services are separate and distinct from
the fees and expenses charged by mutual funds to their shareholders. Mutual Fund fees
will generally include a management fee, other fund expenses and a possible
distribution fee. Mutual funds purchased by Eagle for a client account will be executed
at net asset value. Accordingly, the client should review the prospectus of a mutual fund
regarding fees charged by the funds in conjunction with fees charged by Eagle to fully
understand the total amount of fees to be paid by the client, and to thereby evaluate the
advisory services being provided.

If the fund also imposes sales charges, the client may pay an initial or deferred sales
charge. A client could invest in a mutual fund directly, without the services of Eagle. In
that case, the client would not receive the services provided by Eagle which are
designed, among other things, to assist the client in determining which mutual fund or
funds are most appropriate to each client’s financial condition and objectives.
Accordingly, the client should review both the fees charged by the funds and the fees
charged by Eagle to fully understand the total amount of fees to be paid by the client
and to thereby evaluate the value of the advisory services being provided.

          Eagle Investment Advisors ADV Part 2 Brochure/ ID #01112024

In addition to Eagle account fees, clients may also incur certain charges imposed by
third-parties which may include the following: mutual fund or money market 12(b)-1 and
sub transfer fees; fund or money market management fees and administrative
expenses; mutual fund transaction fees; IRA and qualified retirement plan fees and
other charges required by law. Many broker/dealers (including Raymond James
Financial Services, Inc.) will retain 12(b)-1 fees and any other fees paid by the mutual
fund companies, rather than refunding them to the client. Eagle does not earn, charge
or collect any commissions relative to any transactions implemented nor do we retain
any 12-(b)1 fees. Eagle does not have any soft dollars arrangements with Raymond
James nor any other Broker Dealer.

An Investment Advisory or Management Agreement may be cancelled with 30 days
written notice by either party. Upon termination of any account, any prepaid, unearned
fees will be promptly refunded and any earned, unpaid fees will be due and payable.

The client may terminate the Investment Management Agreement without penalty (full
refund or no fees due) within 5 business days of signing the Agreement if Eagle’s ADV
Part 2 was not delivered at least 48 hours prior to engagement.

Either party may terminate agreements upon receipt of 30 days written notice. Upon
termination of an investment planning engagement, any prepaid, unearned fees will be
promptly refunded based upon the time spent and services rendered by Eagle up to the
time of termination.

A custodian-broker/dealer may also charge closing fees.

Item 7 Types of Clients

The following are the types of clients that Eagle Investment Advisors is currently
serving; Individuals and Families, High Net Worth Individuals/Families, Charitable
Organizations, Pensions/Retirement Accounts, Municipal Entities.

Eagle generally requires a minimum account size of $200,000 for Investment
Advisory/Management accounts. Waivers or exceptions from minimum account sizes
may be granted at the exclusive discretion of Eagle management.