Goodman Advisory Group 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
Investment Management Services
Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
agreement. Investment advisory fees are based on the market value of assets under management at the end of the
prior calendar quarter. Investment advisory fees range up to 1.50% annually based on several factors, including: the
complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the
Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other
complexities may be charged a higher fee. 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. Fees may be negotiable at the sole discretion of the
Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor. All
securities held in accounts managed by Goodman Advisory Group will be independently valued by the Custodian.
Goodman Advisory Group will not have the authority or responsibility to value portfolio securities.

Financial Planning Services
Goodman Advisory Group offers financial planning services either on an hourly basis or a fixed engagement fee.
Hourly engagements range from $200 to $500 per hour. Fixed fee engagement fees range from $2,500 to $10,000.
Fees may be negotiable based on the on the nature and complexity of the services to be provided and the overall
relationship with the Advisor. An estimate for total hours and/or total costs will be provided to the Client prior to
engaging for these services.

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Custodian and deducted from the Client’s account[s]. The Client
shall instruct the Custodian to deduct the investment advisory fee from the Client’s account[s] for each billing period
and pay the investment advisory fee[s] to the Advisor. The amount due is calculated by applying the quarterly rate
(annual rate divided by 4) to the total assets under management with Goodman Advisory Group at the end of each
quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the

                                              Goodman Advisory Group, LLC
                                        160 Gould St., Suite 102, Needham, MA 02494
                                                   Phone: (781) 559-0320
Page 6                                       www.goodmanadvisorygroup.com

investment advisory fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the
Custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients provide written
authorization permitting Goodman Advisory Group to be paid directly from their account[s] held by the Custodian
as part of the investment advisory agreement and separate account forms provided by the Custodian.

Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced 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 Goodman Advisory Group, 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. The fees charged by Goodman Advisory Group are
separate and distinct from these custody and execution fees.
In addition, all fees paid to Goodman Advisory Group 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 could invest in these products directly, without the
services of Goodman Advisory Group, but would not receive the services provided by Goodman Advisory Group
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 Goodman Advisory Group to fully understand the total fees
to be paid. Please refer to Item 12 – Brokerage Practices for additional information.

D. Advance Payment of Fees and Termination
Investment Management Services
Goodman Advisory Group is compensated for its services in advance of the quarter in which investment advisory
services are rendered. Either party may also terminate the investment advisory agreement, at any time, by
providing advance written notice to the other party. The Client may also terminate the investment advisory
agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-
day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and
such fees will be due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid
investment advisory fees from the effective date of termination to the end of the quarter. The Client’s investment
...

Item 7 – Types of Clients

Goodman Advisory Group offers investment advisory services to high net worth individuals, individuals, trusts,
estates, charitable organizations, retirement plans and businesses in the Commonwealth of Massachusetts and
other states. The amount of each type of Client is available on the Advisor's Form ADV Part 1A. These amounts
may change over time and are updated at least annually by the Advisor. Goodman Advisory Group generally
requires a minimum size for establishing a relationship of $1,000,000, which may be waived in the Advisor’s sole
discretion.