Enrich Financial Partners LLC

ITEM 5 – FEES AND COMPENSATION

Partnership Advisory Services Fees

    Full Partnership and Portfolio Management Services. Rates for Full Partnership and Portfolio
    Management Services are based on a tiered fee schedule (details below) where the rate is reduced on
    subsequent amounts as the total value of assets under management increase.

    The initial fee for new accounts is based on the value of securities or cash deposited and prorated for
    the previous quarter to the start date. Subsequent fee payments are due and will be assessed at the
    beginning of each quarter based on the value of the account assets (securities, cash, and cash
    equivalents) under management as of the close of business on the last business day of the preceding
    quarter. If a client establishes a margin loan or a securities-based loan with their broker, EnRich bills on
    the gross assets under management meaning, the margin balance is not deducted from the account
    balance before the fee is applied.

        The Full Partnership and Portfolio Management Services fee schedule is as follows:

            Market Value of Client                                               Negotiated
            Assets Under Management                                              Annual Fee

            On the first $500,000                                                   1.10%
            On the next $500,000                                                    0.80%
            On the next $4,000,000                                                  0.60%
            On the next $5,000,000                                                  0.40%
            On the next $10,000,000                                                 0.30%
            On all amounts over $20,000,000                                         0.25%

The above fees are subject to negotiation between EnRich and the applicable client.
Actual fees may differ. The actual fee will be set forth in the Advisory Services Retainer Agreement
between EnRich and the applicable client. If we manage a client’s outside accounts, our fee will be
calculated according to our fee schedule in Schedule A of our Advisory Services Retainer Agreement.
When we provide additional services to the outside accounts, we will not directly debit our fee from the
outside account. Instead, our fee will be paid from the client’s taxable account(s). If the client does not
have a taxable account, our fee is billed directly to the client.

Clients will be charged in advance at the beginning of each calendar quarter based on the previous
quarter-end market value. EnRich’s fee will be one-fourth of the applicable annual fee rate set forth
above multiplied by the fair market value of the assets in the account, determined by EnRich on the last
trading day of each calendar quarter. Fees are prorated for accounts opened or terminated during the
quarter. No portion of the fee will be credited to the client for the current calendar quarter should any
withdrawals from the portfolio occur in the same calendar quarter.

Strategic Partnership Services. The fee for this service is negotiable and is based on the anticipated
complexity and amount of work involved to complete the analysis. An annual fee quote is provided in
advance and fees are payable quarterly in advance. Strategic Partnership engagements are only able to
be terminated at a quarter-end and EnRich does not provide for any refunds in the event a client
terminates services during a quarter. Under certain circumstances, fees for Strategic Partnership
Services may be waived by EnRich in its sole discretion.

Coaching Services. Fees are $300 to $750 per hour or a negotiated flat project fee depending on the
anticipated complexity of the analysis and the anticipated amount of work that will be involved to
complete an analysis or to provide the coaching. The hourly rate is established with the client prior to
rendering the service. A six-hour minimum is preferred.
Coaching Services may be terminated by written notice to EnRich. EnRich will determine the number of
hours spent performing the service prior to receiving the written termination notice from the client.
Those hours will be billed at the predetermined hourly rate. The client will be responsible for any
amount earned by EnRich but not paid to the date of termination. Under certain circumstances, fees
for Coaching Services may be waived by EnRich in its sole discretion.

Retirement Plan Management and Consulting Service Fees

    For Retirement Plan Consulting Services, EnRich charges a quarterly fee and will bill clients, in advance,
    based on the following fee schedule:

                                Market Value of Client Account          Annual
                                                                        Fee

                                On the first $500,000                    1.10%
                                On the next $500,000                     0.80%
                                On the next $4,000,000                   0.60%
                                On the next $5,000,000                   0.40%
                                On the next $10,000,000                  0.30%
                                On all amounts over $20,000,000          0.25%

    In some cases, EnRich may instead charge a flat rate. The fees are subject to negotiation between
    EnRich and the applicable client. Actual fees may differ. The actual fee will be set forth in the Advisory
    Services Retainer Agreement between EnRich and the applicable client. In some cases, EnRich will bill on
    other than a quarterly basis. The client agreement will specify the payment arrangements.

Additional Costs and Fees

    As discussed below, unless the client directs otherwise or an individual client's circumstances require,
    EnRich shall generally recommend that Schwab serve as the broker-dealer/custodian for client
...

ITEM 7 – TYPES OF CLIENTS/MINIMUM ACCOUNT SIZE

    EnRich makes its advisory services available to a wide variety of clients including, but not limited to,
    individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations
    and other business entities.

    For portfolios supervised on a continuous, discretionary basis, EnRich generally imposes an initial
    minimum asset value of $250,000. Full Partnership Service clients agree to have at least 80% of their
    investable assets managed by EnRich. However, the minimum can be waived by EnRich depending upon
    the type of account, kind of securities in the account, the dollar value of such securities, the projected
    nature of trading and required monitoring for the account, other services anticipated for the account,
    and the amount of work necessary to manage the account.