Entelevest LLC

Item 5 Fees and Compensation
Wealth Management Services
Our fee for portfolio management services is based on a percentage of the assets in your account and
is set forth in the following annual fee schedule:

                                         Annual Fee Schedule

           Assets Under Management                                       Annual Fee
              $500,000 - $999,999                                          1.25%

              $1,000,000 - $2,999,999                                       1.00%

              $3,000,000 - $4,999,999                                       0.90%

              $5,000,000 - $9,999,999                                       0.80%

                   $10,000,000+                                           Negotiable

Our annual wealth management fee is billed and payable, quarterly in advance, based on the balance
at end of billing period.

The minimum account size is $500,000 in investable assets for Wealth Management Services, but we
may accept smaller accounts at our discretion which will be billed at an annual rate of 1.50%.
Accounts that fall below $475,000 in investable assets due to withdrawals will be billed at the annual
rate of 1.50%. ENTELEVEST, LLC will negotiate the fee for accounts under $500,000 when Financial
Planning Fees are also paid by a client which includes ongoing monitoring.

We may also negotiate the amount of your fee depending upon circumstances including but not limited
to account composition and complexity, other client, employee or family relationships, etc. or where a
client is referred to us through a referral relationship. Our employees and their family related accounts
may be charged a reduced fee, or no fee, for our services.

If the wealth management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities when you provide our firm with written authorization permitting the fees to be paid
directly from your account held by the qualified custodian.

You may terminate the wealth management agreement upon Written notice. You will incur a pro rata
charge for services rendered prior to the termination of the wealth management agreement, which
means you will incur advisory fees only in proportion to the number of days in the quarter for which you
are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated
refund of those fees.

Held Away Accounts
The Wealth Management Services fees and terms described above, will also apply to any held away
accounts managed by us using Pontera's platform, but will have a different fee collection process.
Since we will not have the ability to deduct our fee directly from held away account(s) we manage for
you, you will be billed separately for the management of these assets. If you choose to have us
manage your held away account(s) you will be required to either authorize that a separate existing
account be billed directly, or choose to receive a separate invoice for held away account management
fees.

Financial Planning Services
We charge a fixed fee for financial planning services, which generally ranges between $5,000 -
$20,000. The first half of the estimated fee is due in advance of services rendered with the remaining
balance payable upon completion of the contracted services. The fee is negotiable depending upon the
complexity and scope of the plan, your financial situation, and your objectives. We do not require you
to pay fees six or more months in advance. Should the engagement last longer than six months
between acceptance of financial planning agreement and delivery of the financial plan, any prepaid
unearned fees will be promptly returned to you less a pro rata charge for bona fide financial planning
services rendered to date.

In certain cases, we charge an hourly fee of $250 - $450 for financial planning services or asset
allocation services provided in conjunction with your financial plan. The hourly fee is negotiable
depending on the scope and complexity of the plan, your situation, and your financial objectives. An
estimate of the total time/cost will be determined at the start of the advisory relationship. In limited
circumstances, the cost/time could potentially exceed the initial estimate. In such cases, we will notify
you and request that you approve the additional fee.

We also offer advice on single subject financial planning/general consulting services at the same
hourly rate.

We require that you pay 50% of the fee in advance and the remaining portion upon the completion of
the services rendered.

We will not require prepayment of a fee more than six months in advance and in excess of $1200.

At our discretion, we may offset our financial planning fees to the extent you implement the financial
plan through our wealth Management Service.

You may terminate the financial planning agreement upon Written notice to our firm. If you have pre-
paid financial planning fees that we have not yet earned, you will receive a prorated refund of those
fees. If financial planning fees are payable in arrears, you will be responsible for a prorated fee based
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Item 7 Types of Clients
We offer investment advisory services to individuals, including high net worth individuals, pension and
profit sharing plans (but not the plan participants) and corporations or other businesses.

In general, we require a minimum of $500,000, which is not applicable to legacy accounts, to open and
maintain an advisory account. At our discretion, we may waive this minimum account size. For
example, we may waive the minimum if you appear to have significant potential for increasing your
assets under our management.
We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.