Global Financial Planning Group LLC

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

                                    Standard Annual Fee Schedule

            Assets Under Management                                       Annual Fee
                 $0- $3,000,000                                             1.00%

              $3,000,001-$5,000,000                                          0.75%

              $5,000,001-$10,000,000                                         0.50%

                Above $10,000,001                                            0.25%

Our annual portfolio management fee is billed and payable, quarterly in advance, based on the
balance at end of billing period.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

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.

We will send you an invoice for the payment of our advisory fee, or we will deduct our fee directly from
your account through the qualified custodian holding your funds and securities. We will deduct our
advisory fee only when you have given our firm written authorization permitting the fees to be paid
directly from your account. 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.

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

Financial Planning and Consulting Services
We provide financial planning services for fixed fees that range from $500 to $2,500 or on an hourly
basis ranging from $100 to $250. Our fees are negotiable and will depend on the scope and complexity
of the plan, your situation, and your financial objectives. An estimate of the total time/cost will be
determined at the start of the advisory relationship. In limited circumstances, the cost/time could
potentially exceed the initial estimate. In such cases, we will notify you and request that you approve
the additional fee. We require that you pay one half of the fee in advance and the remaining portion
upon the completion of the services rendered. We will not require prepayment of a fee more than six
months in advance and in excess of $500.

In general and in our discretion, we provide certain financial planning services at no additional cost to
our portfolio management clients. However, the determination to waive the financial planning fee will
be made based on the scope and complexity of the services provided.

You may terminate the financial planning agreement upon written notice to our firm. You will incur a
pro rata charge for services rendered prior to the termination of the agreement. If you have pre-paid
fees that we have not yet earned, you will receive a prorated refund of those fees.

Our fee for consulting services is based on our hourly rate as stated above which is due upon
completion of services rendered.

Selection of Other Advisers
You may be required to sign an agreement directly with the recommended TPMM(s). You may
terminate your advisory relationship with the TPMM according to the terms of your agreement with the
TPMM. You should review each TPMM's brochure for specific information on how you may terminate
your advisory relationship with the TPMM and how you may receive a refund, if applicable. You should
contact the TPMM directly for questions regarding your advisory agreement with the TPMM.

We will share in the advisory fee you pay directly to the TPA. The advisory fee you pay to the TPA is
established and payable in accordance with the disclosure brochure provided by each TPA to whom
you are referred. These fees may or may not be negotiable. Our compensation may differ depending
upon the individual agreement we have with each TPA. As such, we may have an incentive to
recommend one TPA over another TPA with whom we have less favorable compensation
arrangements or other advisory programs offered by TPAs with which we have no compensation
arrangements. You should review the recommended TPA's disclosure brochure and take into
consideration the TPA's fees along with our fees, as applicable, to determine the total amount of fees
associated with this program.

TPAs fees generally range between 0.50% and 2.25 % per annum and the portion of the fee generally
payable to our firm ranges between 0.25% and 2.00% per annum.

You will be required to sign an agreement directly with the recommended TPA(s). You may terminate
your advisory relationship with the TPA according to the terms of your agreement with the TPA. You
should review each TPA's disclosure brochure for specific information on how you may terminate your
advisory relationship with the TPA and how you may receive a refund, if applicable. You should contact
the TPA directly for questions regarding your advisory agreement with the TPA.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
...

Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations, and other business entities.

Minimum Account Size
Third party money managers may have minimum account sizes. This disclosure will be made in the
documents that are provided by the third party money manager.