Enduring Wealth Advisors LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Asset Management:

The maximum annual fee to be charged to the client’s account(s) will not exceed 1.50%. The fee to be
assessed to each account will be detailed in the client’s signed advisory agreement, LPL Account
Application or LPL Tiered Fee Authorization form. Fees are billed on a pro-rata basis quarterly in
advance based on the value of the account(s) on the last day of the previous quarter. Fees are
negotiable and will be deducted from the account(s). Adjustments will be made for deposits and
withdrawals during the quarter. If accounts are opened during the quarter, the pro-rata advisory fees

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will be deducted during the next regularly scheduled billing cycle. In rare cases, our firm will agree
to direct bill clients. As part of this process, Clients understand the following:

    a) LPL as the client’s custodian sends statements at least quarterly, showing all disbursements
       for each account, including the amount of the advisory fees paid to our firm;
    b) Clients provide authorization permitting LPL to deduct these fees;
    c) LPL calculates the advisory fees for all fee schedules and deducts them from the client’s
       account.

The maximum annual fee charged to clients utilizing Third Party Managers will not exceed the
maximum fee published above for this service. Our firm will debit fees for this service as disclosed in
the executed advisory agreement between the client and our firm. This fee shall be in addition to any
fees assessed by the chosen third party money manager. The third party money managers we
recommend will not directly charge you a higher fee than they would have charged without us
introducing you to them. Third party money managers establish and maintain their own separate
billing processes over which we have no control. They will directly bill you and describe how this
works in their separate written disclosure documents.

Financial Planning & Consulting:

Our firm charges on an hourly basis for financial planning and consulting services. The total
estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
engagement with the client. The maximum hourly fee to be charged will not exceed $500. The fee-
paying arrangements will be determined on a case-by-case basis and will be detailed in the signed
consulting agreement. Our firm will not require a retainer exceeding $500 when services cannot be
rendered within 6 months.

Retirement Plan Consulting:

Our Retirement Plan Consulting services are billed on a fee based on the percentage of Plan assets
under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope
and complexity of our engagement with the client. Fees based on a percentage of managed Plan assets
will not exceed 1.00%. The fee-paying arrangements will be determined on a case-by-case basis and
will be detailed in the signed consulting agreement.

Other Types of Fees & Expenses

Non-Wrap Clients will incur transaction fees for trades executed by their chosen custodian, either
based on a percentage of the dollar amount of assets in the account(s) or via individual transaction
charges. These transaction fees are separate from our firm’s advisory fees and will be disclosed by
the chosen custodian.

LPL Financial offers a trading platform with select exchange traded funds (“ETFs”) that do not charge
transaction fees. The no-transaction-fee ETF trading platform is available to clients participating in
LPL Financial’s Strategic Wealth Management (“SWM”) and Strategic Asset Management (“SAM”)
programs. Clients will be subject to transaction fees charged by LPL Financial for ETFs not included
in LPL Financial’s platform and for other types of securities. The limited number of ETFs available on
LPL Financial’s no-transaction fee platform may have higher overall expenses than other types of
securities and ETFs not included in the platform. Other major custodians have eliminated transaction

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fees for all ETFs and U.S. listed equities, so clients may pay more for investing in the same securities
at LPL Financial.

Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
disclosed in the fund’s prospectus (e.g., fund management fees and other fund expenses), distribution
fees, surrender charges, variable annuity fees, IRA and qualified retirement plan fees, mark-ups and
mark-downs, spreads paid to market makers, fees for trades executed away from custodian, wire
transfer fees and other fees and taxes on brokerage accounts and securities transactions. Our firm
does not receive a portion of these fees.

Wrap clients will not incur transaction costs for trades by their chosen custodian. More information
about this can be found in our separate Wrap Fee Program Brochure.

Termination & Refunds

Either party may terminate the signed advisory agreement at any time. Upon receipt of your notice
of termination, LPL will process a pro-rate refund of the unearned portion of the advisory fees
charged in advance at the beginning of the quarter.

Financial Planning & Consulting clients may terminate their agreement at any time before the
delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work
performed by us up to the point of termination shall be calculated at the hourly fee currently in effect.
Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our
firm.

Either party to a Retirement Plan Consulting Agreement may terminate at any time by providing
...

Item 7: Types of Clients & Account Requirements

Our firm has the following types of clients:
    Individuals and High Net Worth Individuals;
    Trusts, Estates or Charitable Organizations;
    Pension and Profit Sharing Plans;
    Corporations, Limited Liability Companies and/or Other Business Types

Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
us.