Great Diamond Partners LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our fee is billed on a quarterly basis (the "Billing Period"), in advance, based upon the market value of
the assets on the last day of the previous quarter, as valued by the custodian. If more than $50,000 in
Assets are deposited after the beginning of a Billing Period, the fee will be prorated based on the
number of days remaining in the Billing Period. If Client withdraws more than $50,000 in a Billing
Period, Adviser will credit its unearned Fee towards the next Billing Period's Fee.

In the event the portfolio management agreement is terminated, the fee for the final billing period will
be prorated through the effective date of termination, and the outstanding or unearned portion of the
fee will be charged or refunded to you, as appropriate. Our management fee is negotiable, depending
on your individual client circumstances.

                                         Annual Fee Schedule

           Assets Under Management                                        Annual Fee
                 $0 - $1,000,000                                            1.20%
             $1,000,001 - $5,000,000                                        0.90%
            $5,000,001 - $10,000,000                                        0.70%
            $10,000,001 - $25,000,000                                       0.60%
                Over $25,000,000                                            0.50%

We charge a minimum annual fee in the amount of $5,000 for portfolio management services. We may
waive the minimum fee at our discretion.

As discussed above, we use Dynasty's TAMP services. TAMP related charges are not included in the
investment management fee you pay to us. You will be charged, separate from and in addition to your
investment management fee, any applicable Platform Fees as well as applicable independent manager
fees. We do not receive any portion of the fees paid directly to Dynasty or the service providers made
available through its platform, including the independent managers.

Each of the Platform Fee and independent manager fees are determined by the particular program(s)
and manager(s) with which your assets are invested, and are calculated based upon a percentage of
your assets under management, as applicable. The Platform Fee generally ranges from 0 - 0.45%
annually, independent fixed income manager fees generally range from 0 - 0.90% annually, and
independent equity manager fees generally range from 0 – 1.50% annually.

You will note the total fee reflected on your custodial statement will represent the sum of our
investment management fee, Platform Fee(s) and independent manager fee(s), accordingly. You
should review such statements to determine the total amount of fees associated with your requisite
investments, and you should review your investment management agreement with us to determine the
investment management fee you pay to us.

You may terminate the discretionary investment management agreement at any time upon receipt of
written notice to terminate given by either party to the other. The written notice should include
instructions as to whether the client's assets should be liquidated or transferred. The termination of the
discretionary management agreement will be effective on the date that the Adviser has been notified
by the custodian that a transfer of client assets has been initiated.

Financial Planning Services
We charge either an hourly fee of $300 or an annual flat fee, not to exceed $25,000 for financial
planning services, which is negotiable depending 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. In certain
circumstances, at our sole discretion, financial planning will be included as part of portfolio
management services at no additional cost to the client.

We also offer advice on single subject financial planning/general consulting services at the same
hourly rate.

We will not require prepayment of a fee more than six months in advance and in excess of $1,200.

Our financial planning fees are negotiable and payable monthly in arrears (i.e., after services are
rendered).

You may terminate the financial planning agreement upon written notice to our firm. If you have pre-
paid financial planning fees that we have not yet earned, you will receive a prorated refund of those
fees. If financial planning fees are payable in arrears (i.e., after services are rendered), you will be
responsible for a prorated fee based on services performed prior to termination of the financial
planning agreement.

Business Transition Planning Services
We charge either an hourly fee or fixed fee for business transition planning services. Our hourly fee is
$350 and is negotiable depending on the scope and complexity of the services rendered. Our hourly
business transition planning fee is payable upon completion of the agreed upon consulting services.

Our fixed fees for business transition planning services range from $10,000 to $50,000. If a fixed fee is
charged, fees are payable in advance as invoiced.

You may terminate the financial consulting agreement upon written notice to our firm. If you have pre-
paid financial consulting fees that we have not yet earned, you will receive a prorated refund of those
fees. If financial consulting fees
are payable in arrears (i.e., after services are rendered), you will be responsible for a prorated fee
based on services performed prior to termination of the financial consulting agreement.

Fee-based Insurance
The fee charged by Great Diamond to the client for insurance products is included in the Investment
...

Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high net
worth individuals, pension and profit sharing plans (but not the plan participants), charitable
organizations and corporations or other businesses not listed above.

In general, we do not require a minimum dollar amount to open an advisory account; however, we
have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is
too small to manage effectively.

We charge a minimum annual fee in the amount of $5,000 for portfolio management services. We may
waive the minimum fee at our discretion.