Figure 8 Investment Strategies LLC

ITEM 5. Fees and Compensation
       The following paragraphs detail the fee structure and compensation methodology for services
       provided by Figure 8. Each Client engaging Figure 8 for services described herein shall be
       required to enter into a written agreement with Figure 8.

       A. Fees for Advisory Services

       Comprehensive Advising & Investment Management
       Comprehensive Advising & Investment Management is Figure 8’s core offering to Clients. Fees
       for these services are paid quarterly, in advance of each calendar quarter, pursuant to the terms
       of the Client agreement with Figure 8. Comprehensive Advising & Investment Management
       includes ongoing investment management and account servicing along with personalized
       financial planning and advice. Fees are based on the market value of assets under management
       at the end of the prior quarter. The investment management fee in the first quarter of service is
       prorated from the inception date of the account[s] to the end of the first quarter. Fees are
       based on the following tiered schedule:

                     Fee Schedule for Comprehensive Advising & Investment Management

                     Total Assets Under Management                       Annual Fees

                     Up to $1,000,000                                       1.25%

                     $1,000,001 - $10,000,000                               0.80%

                     $10,000,001 and up                                     0.50%

       A major change in Client circumstances may trigger an additional planning engagement with
       more intensive financial planning. In addition, certain Clients may require more detailed financial
       plans for complex situations such as intricate trust relationships and restricted stock ownership.
       In these instances, Figure 8 may charge an additional financial planning fee which is offered on a
       flat fee basis as described below.

       The comprehensive investment management fee in the first quarter of service is prorated from
       the inception date of the account[s] to the end of the first quarter.

       For Comprehensive Investment Management, Figure 8 generally requires a $1,000,000 minimum
       relationship size and charges a minimum annual fee of $12,500. The Client’s fees will take into
       consideration the aggregate assets under management with Figure 8. Fees and minimums may
       be negotiable at the sole discretion of Figure 8.

       All securities held in accounts managed by Figure 8 will be independently valued by the
       designated Custodian. Direct private placements placed outside the Custodian are most often
       structured as promissory notes; these promissory notes will be valued at their purchase price.

1410 W. Washington               208. 385. 0078

Boise, ID 83702                  info@figure8investing.com

Figure8Investing.com

       Other types of private placements may be valued by the issuer of the private security. Figure 8
       will not have the authority or responsibility to value portfolio securities.

       Figure 8’s fee is exclusive of, and in addition to, any applicable securities transaction and
       custody fees, and other related costs and expenses described in Item 5.C below, which may be
       incurred by the Client. However, Figure 8 shall not receive any portion of these commissions,
       fees, and costs.

       Stand-Alone Investment Management
       Figure 8 offers its specialized investment management-only services on a selective basis only,
       to Clients who have retained a separate external investment advisory relationship for financial
       planning and advice. In these cases, where Figure 8’s services are typically limited to
       investment management only and there is a separate advisor (an “Advisor Partner”) in place to
       provide financial planning and advice, Figure 8 will offer investment management services
       following the fee structure and methodology described above for “Comprehensive Advising &
       Investment Management,” but with a total fee that in no case will exceed 1.0% of assets under
       management. Fees and minimums may be negotiable at the sole discretion of Figure 8.

       Stand-Alone Financial Planning and Consulting
       Figure 8 may offer additional stand-alone Financial Planning and Consulting Services to its
       existing Clients in the case of major life changes or complex circumstances that may arise over
       time and require significant additional attention. Figure 8 does not typically offer stand-alone
       financial planning services to those not engaged as ongoing Clients for Comprehensive Advising
       & Investment Management, but may do so on a selective basis. Fees for these services may be
       charged a fixed flat fee. Fixed fee engagements typically range from $500 to $20,000
       depending on the nature and complexity of the services to be provided and the overall
       relationship with Figure 8. An estimate for total hours and/or total costs will be provided to the
       Client prior to engaging for these services.

       Educational Seminars and Workshops
       Figure 8 offers educational seminars and workshops on specific financial planning and
       investment topics. Fees for these services may be charged on a fixed flat fee basis and typically
       range from $100 to $2,000 depending on the nature, length, and complexity of the seminar or
       workshop.

       In cases where Figure 8 provides individualized investment advice to attendees as part of a
       workshop, there will be a specific Client agreement issued for those services, based on Figure 8’s
       advising and investment management fee schedule as described above.

1410 W. Washington         208. 385. 0078

Boise, ID 83702            info@figure8investing.com

Figure8Investing.com

       B. Fee Billing
...

ITEM 7. Types of Clients
       Figure 8 offers investment advisory services to individuals, high net worth individuals, trusts,
       estates, charitable organizations, corporations or other businesses. The amount of each type of
       Client is available on Figure 8’s Form ADV Part 1A. These amounts may change over time and
       are updated at least annually by Figure 8.

       For Comprehensive Advising & Investment Management, Figure 8 generally requires a
       $1,000,000 minimum relationship size and charges a minimum annual fee of $12,500. These
       minimums may be waived at the sole discretion of Figure 8.

       For Stand-Alone Investment Management – which is available on a selective basis, typically to
       Clients who have retained a separate external investment advisory relationship for financial
       planning and advice – Figure 8 generally requires a $1,000,000 minimum relationship size and
       charges a minimum annual fee of $10,000. These minimums may be waived at the sole
       discretion of Figure 8.

1410 W. Washington         208. 385. 0078

Boise, ID 83702            info@figure8investing.com

Figure8Investing.com

       For Educational Seminars and Workshops, Figure 8 does not require a minimum relationship size
       or minimum annual fee.