Financially in Tune LLC

Item 5 – Fees and Compensation

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

A. Fees for Advisory Services
Portfolio Management Services
Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the
portfolio management agreement. Clients will be charged a fixed fee starting at the beginning of each calendar
quarter.

The fixed fee for each portfolio management Client is based on several factors, including assets under
management, complexity of the engagement, financial planning needs, frequency of reviews and meetings. Fixed
fees shall be in effect for at least two years, if no new agreement is signed, then the existing fixed fee will
continue.

While assets under management is not the sole factor as described above, a guideline for the fixed fees is
provided below. Fees will only be greater than the chart below if the Client’s circumstances are more complex.

                    Assets Under Management          Fixed Fee (Annual)        Annual Percentage
                   Less than $100,000                $1,000                    Greater than 1%
                   $100,000 to $500,000              $1,000 to $7,500          1% to 1.50%
                   $500,000 to $1,000,000            $5,000 to $12,500         1% to 1.25%
                   $1,000,000 to $3,000,000          $7,500 to $22,000         0.75% to 1%
                   Over $3,000,000                   $15,000 and up            Negotiated

The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. All securities held in accounts managed by Financially In Tune will be independently valued
by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing.

The Advisor’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, the
Advisor shall not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Financially In Tune offers financial planning services either on an hourly or fixed fee basis. Hourly engagements
are billed at $350 per hour. Fixed fees range from $1,200 to $6,000 per engagement. Fees may be negotiable
based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An
estimate for total hours and total costs will be provided to the Client prior to engaging for these services.

                                                  Financially in Tune, LLC
                                    92 Montvale Avenue, Suite 2050, Stoneham, MA 02180
                                        Phone: (781) 587-0582 * Fax: (781) 587-0583
                                              http://www.financiallyintune.com/

B. Fee Billing
Portfolio Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the
quarterly rate (annual rate divided by 4) to the total assets under management with Financially In Tune at the end
of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting
deduction of the investment advisory fee. Clients provide written authorization permitting advisory fees to be
deducted by Financially In Tune to be paid directly from their account[s] held by the Custodian as part of the
portfolio management agreement and separate account forms provided by the Custodian.

Financial Planning Services
Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Financially In Tune, in connection
with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and
securities execution fees charged by the Custodian, as applicable. The Advisor’s recommended Custodians do
not charge securities transaction fees for ETF and equity trades in Client accounts, but typically charges for
mutual funds and other types of investments. The fees charged by Financially In Tune are separate and distinct
from these custody and execution fees.

In addition, all fees paid to Financially In Tune for investment advisory services are separate and distinct from the
expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are
described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees
for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and
a possible distribution fee. A Client may be able to invest in these products directly, without the services of
Financially In Tune, but would not receive the services provided by Financially In Tune which are designed,
among other things, to assist the Client in determining which products or services are most appropriate for each
Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the
fund[s] and the fees charged by Financially In Tune to fully understand the total fees to be paid. Please refer to

Item 7 – Types of Clients

Financially In Tune offers investment advisory services to individuals, high net worth individuals, trusts, estates
and businesses. Financially In Tune generally does not impose a minimum relationship size.