Founder Family Financial LLC

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

Assets Under Management                               Annual Fee*
Up to $500,000                                        2.00%
$500,001 - $2,000,000                                 1.50%
$2,000,001 - $10,000,000                              1.00%
$10,000,001 - $20,000,000                             0.75%
Over $20,000,00                                       0.50%

*The above fee schedule does not include transaction fees, or other fees/expenses charged by
brokers, custodians, or mutual funds. Mutual fund purchases will be made at NAV (net asset value).
Our advisory fee is negotiable, depending on individual client circumstances. When agreed between
each party, it may be appropriate to establish a fee schedule different from the base fee structure due
to circumstances such as prior relationship, related accounts, level of collateral responsibilities, etc.

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.

Payment Terms
Our annual portfolio management fee is billed and payable quarterly in advance based on the value of
your account on the last day of the previous calendar quarter. Provided you have given our firm written
authorization permitting the fees to be paid directly from your account, we will deduct our fee directly
from your account through the qualified custodian holding your funds and securities. In limited
circumstances we may send you invoice in lieu of directly deducting the fees. Further, the qualified
custodian will deliver an account statement to you at least quarterly. These account statements will
show all disbursements from your account. You should review all statements for accuracy.

Performance Fee Arrangements
As further disclosed in Item 6, in limited circumstances and provided the client meets the qualification
requirement set forth in Item 6, we may enter into a performance-based fee arrangement upon client
request.

Generally, this type of fee arrangement will be comprised of two components a "base fee" and
"performance fee."

The base fee is earned in the absence of any excess gains or returns. This is also the minimum fee
that we will earn under this arrangement.

This annual "base" fee shall be prorated and paid quarterly, in advance, based upon the value of your
account on the last day of the previous calendar quarter. The annual base fee will be calculated based
upon the total market value of the assets under management as set forth below:

Assets Under Management                                  Annual Base Fee*
Up to $500,000                                           0.50%
$500,001 - $2,000,000                                    0.35%
$2,000,001 - $10,000,000                                 0.25%
$10,000,001 - $20,000,000                                0.20%
Over $20,000,00                                          0.15%

*The above fee schedule does not include transaction fees, or other fees/expenses charged by
brokers, custodians, or mutual funds. Mutual fund purchases will be made at NAV (net asset value).
Our advisory fee is negotiable, depending on individual client circumstances. When agreed between
each party, it may be appropriate to establish a fee schedule different from the base fee structure due
to circumstances such as prior relationship, related accounts, level of collateral responsibilities, etc.

The annual performance fee will be assessed on the market value of total returns as set forth below.

Assets Under Management              Annual Performance Fee (% of Total Returns)
Up to $500,000                       25%
$500,001 - $2,000,000                20%
$2,000,001 - $10,000,000             15%
$10,000,001 - $20,000,000            10%
Over $20,000,00                      7.5%

This performance-based component of our compensation shall be paid quarterly, in arrears, based
upon the market value of total returns on the last day of the calendar quarter.

This fee arrangement is negotiable and any modifications to the above schedule(s) will be set forth in
the signed agreement.

Termination
You may terminate the management agreement upon written notice to our firm. You will incur a pro
rata charge for services rendered prior to the termination of the 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.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian please call our main office number located on the cover page of
this brochure.

Family Office and Wealth Planning Services
We charge an annual fee for Family Office and Wealth Planning Services, which is negotiable,
depending on the complexity of your holdings, financial situation and objectives and the nature and
extent of planning and analysis required. Our fee ranges between .25% and 2.00% of your net worth
and is determined at the inception of your advisory relationship with our firm. The fee may be re-
evaluated on an annual basis. In determining the fee and net worth, we may include the assets in
accounts of your family members (e.g. husband, wife, dependents, and related trust accounts) for
...

Item 7 Types of Clients
Generally, we offer investment advisory services to individuals, banks and thrift institutions, investment
companies, trusts, estates, charitable organizations, corporations, and other business entities, and
family offices.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we may advise you if your account falls below a threshold, that in our sole opinion, is too
small to effectively manage.