Global View Investment Advisors LLC

Item 5: Fees and Compensation
For wealth management services, compensation is derived as fee income based upon the assets
under management, as an agreed to percentage, not to exceed 2.0%. The compensation method is
explained and agreed upon with the clients in advance of any services being rendered. The
amount of the fee is negotiated on a case-by-case basis with the client and is determined based
upon several factors including, among other things, the size and type of the account, the relative
complexity of servicing the account, and the level of complexity of the financial planning. In
some cases, negotiation of fees may result in different fees being charged for similar services.

Fees for clients are billed quarterly in advance of one fourth of the annual rate based on a
percentage of the client's assets under management on the last business day of the preceding
calendar quarter. Any contributions and/or withdrawals made during a calendar quarter may
cause an adjustment to the advisory fee. Fees will generally be deducted directly from the client's
brokerage account pursuant to a written agreement. Investment advisory services begin with the
effective date of the Agreement, which is the date the client signs the Investment Advisory
Agreement. For that calendar quarter, fees will be adjusted pro rata based upon the number of
calendar days in the calendar quarter that the Agreement was effective.

The client may terminate the Agreement for any reason upon 30 day written notice. Termination
of the Agreement will become effective on the last day of the calendar month in which the
termination notice was received. Upon termination, the fees charged for advisory services will be
pro-rated and a refund for any unearned fees will be issued. The client is responsible for paying
for services rendered until the termination of the agreement. The client can cancel the Agreement
without penalty within the first five days after the signing of the Agreement.

Clients should be aware of their responsibility to verify the accuracy of the fee calculation
submitted to the custodian by Adviser, as the custodian will not determine whether the fee has
been properly calculated. Adviser will not be compensated on the basis of a share of capital gains
upon or capital appreciation of the funds or any portion of the funds of the client. Advisory fees
charged by the Adviser are separate and distinct from fees and expenses charged by mutual funds,
which may be recommended to clients. A description of these fees and expenses are available in
each fund's prospectus.

These fees are for advisory services only and do not include other costs that the client may incur
including but not limited to custodian transaction fees, commission, or other management fees
charged by non-affiliated third parties including investment managers (sub-advisors) that are
recommended to clients. (Please refer to Item 12: Brokerage Practices)
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Item 7: Types of Clients
Global View serves the asset management needs of:

      Individuals with Retirement Accounts
      Individuals with Taxable Investment accounts
      Individuals with Revocable and Irrevocable Trusts
      Families with investment accounts
      Business retirement plans
      Business investment accounts

Minimum Requirements for opening and maintaining an account with Global View:

      Global View does not have a firm rule for minimum account size. Each client is unique,
       and we accept new accounts when the arrangement is beneficial for both the client and
       Global View.
      We reserve the right to decline a new account of any size, if we feel the business
       arrangement will not be mutually beneficial. We will communicate our decision in a
       forthright manner.

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