Greenbelt Investment Advisors LLC

Item 5 – Fees and Compensation
A.     Fee Schedule

ASSET MANAGEMENT
See ADV Part 2A - Wrap Appendix for more information.

FINANCIAL PLANNING AND SERVICES PROGRAM
GIA charges an hourly and/or ongoing fee for financial planning and consulting. Prior to the planning
process the Client will be provided an estimated plan fee.

       HOURLY FEES
       Hourly Fee Services are offered based on an hourly fee of no more than $150 per hour
       depending on the complexity of the engagement. Fees billed upon completion of the plan.

       ONGOING FEES (ACCOUNT REVIEW)
       Ongoing Fee Services are offered based on a quarterly fee of no more than 1.50% depending
       on the complexity of the engagement. The scope of service will be documented in the Client
       file. Fees are billed quarterly in advance based on the amount of assets managed as of the
       close of business on the last business day of the previous billing period. New accounts will be
       billed or an invoice will be submitted in the month after engagement with GIA and billing will
       be based off of the previous month end value. The value of assets will not be reduced by the
       amount of margin indebtedness or increased by the amount of any margin credit.

ERISA PLAN SERVICES
For plans custodied with the plan provider, the annual fees are based on the market value of the
Included Assets and shall not exceed 1.50%. Fees may be charged quarterly or monthly in arrears or in
advance based on the assets as calculated by the custodian or record keeper of the Included Assets
(without adjustments for anticipated withdrawals by Plan participants or other anticipated or
scheduled transfers or distribution of assets) on the last business day of the previous quarter.

For accounts custodied at Charles Schwab, the GIA FS2 fee structure applies. See ADV Part 2A - Wrap
Appendix for more information. For all other accounts, please refer to the applicable plan document.

The fee schedule, which includes compensation of GIA for the services is described in detail in the
ERISA Plan Agreement or GIA Agreement. The Plan is obligated to pay the fees, however the Plan
Sponsor may elect to pay the fees. Clients may elect to be billed directly or have fees deducted from
Plan Assets. GIA does not reasonably expect to receive any additional compensation, directly or
indirectly, for its services. If additional compensation is received, GIA will disclose this compensation,
the services rendered, and the payer of compensation.

B.     Payment of Fees
Asset Management Fees and ERISA Fees are deducted directly from the Client’s Account.

Hourly Fees are invoiced directly to the Client.

Ongoing Fees may be charged in one of three ways:
   1. GIA will send an invoice for the fee to the Client’s Custodian and the Custodian will deduct the
      fee from the account. The Custodian will require Client to sign a separate form authorizing
      them to directly deduct fees from the account.
   2. GIA will send an invoice to the Client and the Client will be responsible for sending a check for
      the fee. All checks should be made payable to Greenbelt Investment Advisors, LLC.
   3. Client would designate an existing account that they have with GIA in which the Client has
      given the Custodian authorization to deduct advisory fees. Client requests that fees be
      deducted from this account.

GIA, in its sole discretion, may charge a lesser investment advisory fee based upon certain criteria (e.g.,
historical relationship, type of assets, anticipated future earning capacity, anticipated future additional
assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations
with Clients, etc.).

For all services, Clients may terminate their engagement with GIA within five (5) business days of
signing an Agreement with no obligation and without penalty. After the initial (5) business days, the
Agreement may be terminated by GIA with thirty (30) days written notice to Client and by the Client
at any time with written notice to GIA. For accounts opened or closed mid-billing period, fees will be
prorated based on the days services are provided during the given period. All unpaid earned fees will
be due to GIA. Additionally, all unearned fees will be refunded to the Client. Any increase in fees will
be acknowledged in writing by both parties before any increase in said fees occurs.

C.      Additional Fees
Custodians may charge brokerage commissions, transaction fees (for Non-Wrap Accounts), and other
related costs on the purchases or sales of mutual funds, equities, bonds, options, margin interest, and
exchange-traded funds. Mutual funds, money market funds, and exchange-traded funds may also
charge internal management fees, which are disclosed in the fund’s prospectus. GIA does not receive

any compensation from these fees. All of these fees are in addition to the management fee you pay to
GIA. For more details on the brokerage practices, see Item 12 of this brochure.

D.     Prepayment of Fees
Asset Management and Account Review fees are billed quarterly and in advance.

E.     External Compensation for the Sale of Securities
GIA does not receive any external compensation from the sale of securities.

Item 7 – Types of Clients & Account Minimums

GIA’s Clients are generally individuals, small businesses, high net-worth individuals, and pension and
profit-sharing plans. Client relationships vary in scope and length of service.

GIA requires a minimum account size of $25,000 to enter into an Advisory Agreement. However, GIA
retains the discretion to lower or waive said minimum.