Eichner Investment Planning LLC

Item 5-Fees and Compensation
Compensation for investment supervisory services is derived as fee income based upon the
percentage of assets under management. The compensation method is explained and agreed
with the clients in advance before any services are rendered.

The fee schedule, based on a percentage of assets under management, is as follows:

Assets Under Management                        Annual Fee

 First $5,000,000                           0.75%

 $5,000,001 - $10,000,000                   0.65%

 $10,000,001 - $15,00,000                   0.55%

 $15,000,001 - $20,000,000                  0.45%

 Above $20,000,000                          0.37%

The Advisor assesses a minimum annual fee of $15,000 to accounts receiving ongoing asset
management services. As a result, accounts with a small balance may pay a higher annual
fee than those normally charged by other investment advisors.

Fees paid to EIP are also separate and distinct from the fees and expenses charged by
mutual funds, ETFs (exchange traded funds) or other investment pools to their
shareholders. Generally, the fund’s prospectus will discuss management fees, fund
expenses, and offering materials. The client should review all fees charged by funds,
brokers, EIP, and others to full understand the total amount of fees paid by the client for
investment and financial-related services.

Clients should be aware of their responsibility to verify the accuracy of the fee calculation
submitted to the custodian by the Advisor, as the custodian will not determine whether the fee
has been properly calculated. The Advisor will provide the client with a separate copy of each
invoice, setting forth the basis for the calculation. Also, advisory fees charged by the Advisor
are separate and distinct from fees and expenses charged by mutual funds, which may be
recommended to clients. A description of these fees and expenses are available in each fund's
prospectus.

                                                                               Eichner Investment Planning
                                                                              Form ADV, Pt 2A (3/12/2026)

Advisor's fees are generally paid quarterly, in advance, based on the value of the account(s) as
of the close of the previous quarter, or unless otherwise negotiated with the client as provided
for in the agreement. For new client accounts, the Advisor's fee will be pro-rated for the
remaining calendar quarter. The Advisor's service may be terminated by either party upon
written notification in accordance with the applicable contractual notice of termination. Upon
termination, the fees charged for advisory services will be pro-rated and a refund for any
unearned fees will be issued. The client can cancel the Agreement without penalty within the
first five days after the signing of the Agreement.

Investment advisory services begin with the effective date of the Agreement, which is the date
the client signs the Investment Advisory Agreement. For that calendar quarter, fees will be
adjusted pro rata based upon the number of calendar days in the calendar quarter that the
Agreement was effective.

Fees may be negotiated for clients where specialized investment services are needed. The
Advisor reserves the right to adjust the fee schedule for accounts depending on the size and type
of account and the services required. In some cases, negotiation of fees may result in different
fees being charged for similar services and may be less than the stated fees or may result in a
fixed amount being charged as negotiated with the client.

Rollover Recommendations

As part of our investment advisory services to you, we may recommend that you withdraw the
assets from your employer's retirement plan and roll the assets over to an individual retirement
account ("IRA") that we will manage on your behalf. If you elect to roll the assets to an IRA
that is subject to our management, we will charge you an asset-based fee as set forth in the
agreement you executed with our firm. This practice presents a conflict of interest because
persons providing investment advice on our behalf have an incentive to recommend a rollover to
you for the purpose of generating fee-based compensation rather than solely based on your
needs. You are under no obligation, contractually or otherwise, to complete the rollover.
Moreover, if you do complete the rollover, you are under no obligation to have the assets in an
IRA managed by our firm.

Many employers permit former employees to keep their retirement assets in their company plan.
Also, current employees can sometimes move assets out of their company plan before they retire
or change jobs. In determining whether to complete the rollover to an IRA, and to the extent the
following options are available, you should consider the costs and benefits of: 1)) Leaving the
funds in your employer's (former employer's) plan; 2) moving the funds to a new employer's
retirement plan; 3) cashing out and taking a taxable distribution from the plan; and/or 4) rolling
the funds into an IRA rollover account. Each of these options has advantages and disadvantages
and before making a change we encourage you to speak with your CPA and/or tax attorney.
Our recommendations may include any of them, depending on what we feel is in your best
interest.

                                                                              Eichner Investment Planning
                                                                             Form ADV, Pt 2A (3/12/2026)

We are fiduciaries under the Investment Advisers Act of 1940 and when we provide investment
advice to you regarding your retirement plan account or individual retirement account, we are
also fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act
and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts.
...

Item 7-Types of Clients
EIP primarily provides customized investment management services to high-net-worth
individuals minimum account size is generally $2,000,000, but this amount is negotiable.