Firstmetric LLC

Item 5 | Fees and Compensation

We do NOT charge you based on a percentage of your account(s) value and/or portfolio value known as an
Assets Under Management (“AUM”) fee. Instead our fees for investment advisory and portfolio management
services and financial advice/guidance are based on a fixed monthly fee, regardless of the value of your
individual investment account(s) or your overall total investment portfolio value.

The fixed flat-fee for our Advisory Services is $495/month.

The fees stated above are our only source of revenue and compensation. We do not charge you any
other fees for our services.

Our fees are payable each month in arrears following the end of each calendar month. Firstmetric® does not
require any fees to be paid in advance.

Our fees are exclusive of, and in addition to brokerage commissions, transaction fees and other related
expenses, which are incurred by you. Firstmetric® does not pay or receive any portion of these
commissions, transaction fees and other related expenses.

Firstmetric® will request authority from you to receive our monthly fees paid directly from your account(s)
held by Schwab; your independent qualified custodian. You must provide written limited authorization to
Firstmetric® to withdraw Advisory Services fees from your account(s). See additional information in Item 15 |

Item 7 | Types of Clients

Firstmetric® offers its Advisory Services for a wide variety of clients, including individuals, high net worth
individuals, trusts, foundations, estates, business entities, qualified retirement plan sponsors and charitable
organizations throughout the United States.

Account and/or Relationship Requirements
Firstmetric® does not require or have a defined minimum client account size and/or relationship size.

ERISA Accounts
If any of your account(s) are a pension or other employee benefit plan governed by ERISA and are under
discretionary investment management Firstmetric® acknowledges that we are qualified to serve as a
discretionary investment manager and will accept fiduciary status to certain plans under Section 3(38) of
ERISA. In this capacity, the plan’s sponsor or those who would otherwise be responsible for selecting and
monitoring the plan’s investment options are allowed to delegate these fiduciary duties to Firstmetric®. In
providing our Advisory Services, the sole standard of care imposed upon us is to act with the care, skill,
prudence and diligence under the circumstances then prevailing that a prudent person acting in a like
capacity and familiar with such matters would use in the conduct of an enterprise of a like character and
with like aims.

                                                                                Firstmetric® Form ADV Part 2A | Page 11
                                                                                                   ADV2A-03312026-1