Family Investment Center Inc

ITEM 5 FEES AND COMPENSATION
As an investment advisor, we will manage your account for a percentage of the assets under management. The firm is
commission-free. The annual fee will be up to 1 percent (1.0%), depending on the size and complexity of your accounts per
the fee schedule below. In certain circumstances, Family Investment Center may deviate from this schedule to accommodate
unusual circumstances or service needs. Such deviations shall be made in writing and agreed upon by all parties. The fee is
paid quarterly, at the start of each quarter, taken directly from the account unless client chooses to self‐pay or unless other
arrangements are agreed to. If you cancel, any pre‐paid fees will be refunded to you on a pro‐rated basis, if the refund
exceeds ten dollars. We may agree to serve under a flat retainer fee in some circumstances.

              Account Size                            Management Fee
            First $1,000,000                              1.00%                                      , and then
        $1,000,000 - $3,000,000                           0.75%                                      , and then
       $3,000,000 - $10,000,000                           0.60%                                      , and then
           Over $10,000,000                               0.50%

Mutual fund companies also earn fees for offering and managing mutual fund portfolios. Your accounts will pay this indirect
fee to them if mutual funds are part of your portfolio(s) as explained under item 12‐Brokerage Practices.

If you wish to implement our advice by purchasing securities or insurance products directly, you are free to use the broker
or custodian of your choice. We can help you accomplish these transactions, but we will not be compensated by sales

Firm Narrative Brochure                                                                                              Page 5

commissions or transaction fees.

As a financial planner, we may charge fees on an annual basis, hourly basis, or other period mutually agreed upon. The annual
fee is based on the client’s income, types of income, income tax complexity, and net worth. The annual amount is recalculated
when the engagement is renewed, typically annually. The first year’s annual fee ranges from $2,000 to $30,000. Renewal
year fees range from $600 to $12,000. Fees are payable monthly, quarterly, or semi-annually in advance. The agreement
may be terminated by either the advisor or the client with 30 days written notice. Any unearned financial planning fees will
be refunded on a pro rata basis.

An annual agreement provides holistic, comprehensive financial planning for a fixed fee over the course of one year. Clients
will have six to eleven scheduled meetings during the Initial Year (see below), depending on their individual situation, and
generally two to four scheduled meetings during Renewal Years (see below). In addition to scheduled meetings, additional
face-to-face, e-mail and/or phone consultations are included at no additional charge.

ITEM 7 TYPES OF CLIENTS
Family Investment Center provides management services to individuals, pension and profit-sharing plans, charitable
organizations, and businesses.