Greene Wealth Management LLC

Item 5. Fees and Compensation
         GWM offers its services on a fee basis which includes hourly and/or fixed fees as well as fees based
         upon assets under management.

         Financial Planning and Consulting Fees

         GWM charges a fixed fee and/or hourly fee for financial planning and consulting services. These fees are
         negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis and/or from $250 to $500 on
         an hourly rate basis, depending upon the level and scope of the services and the professional rendering
         the financial planning and/or the consulting services. If the client engages GWM for additional investment
         advisory services, GWM may offset all or a portion of its fees for those services based upon the amount
         paid for the financial planning and/or consulting services.

         Prior to engaging GWM to provide financial planning and/or consulting services, the client is required to
         enter into a written agreement with GWM setting forth the terms and conditions of the engagement.
         Generally, GWM requires one-half of the financial planning / consulting fee (estimated hourly or fixed)
         payable upon entering the written agreement. The balance is generally due upon delivery of the financial
         plan or completion of the agreed upon services.

         Investment Management Fee

         In the event the client determines to engage GWM to provide investment management services, GWM
         does so on a fee basis. GWM charges an annual fee based upon a percentage of the market value of the
         assets being managed by GWM.          GWM’s annual fee is exclusive of, and in addition to brokerage
         commissions, transaction fees, and other related costs and expenses which are incurred by the client.
         However, GWM does not receive any portion of these commissions, fees, and costs. GWM’s annual fee
         is prorated and charged quarterly, in advance, based upon the market value of the assets on the last day

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         Greene Wealth Management, LLC Disclosure Brochure

         of the previous quarter. The annual fee varies depending upon the market value of the assets under
         management as follows:

                              PORTFOLIO VALUE                                     ANNUAL FEE

                              Below $1,000,000                                           1.00%

                              $1,000,000 - $1,999,999                                    0.90%

                              $2,000,000 - $3,999,999                                    0.80%

                              $4,000,000 - $5,999,999                                    0.70%

                              $6,000,000 - $9,999,999                                    0.60%

                              $10,000,000 - $14,999,999                                  0.50%

                              Above $15,000,000                                          0.40%

         GWM, in its sole discretion, may negotiate to waive its stated account minimum or charge a lesser
         management fee based upon certain criteria (i.e., anticipated future earning capacity, anticipated future
         additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-
         existing client, account retention, pro bono activities, etc.). The Firm includes cash in a client’s account in
         determining the valuation for billing purposes. The Firm may, in its sole discretion, not include cash in
         determining the fee, especially where a client has a high percentage of cash for reasons other than the
         Firm's investment management decision.

         Fees Charged by Financial Institutions

         As further discussed in response to Item 12 (below), GWM generally recommends that clients utilize the
         brokerage and clearing services of Charles Schwab & Co., Inc. (“Schwab”) for investment management
         accounts.

         GWM may only implement its investment management recommendations after the client has arranged for
         and furnished GWM with all information and authorization regarding accounts with appropriate financial
         institutions.   Financial institutions include, but are not limited to, Schwab, any other broker-dealer
         recommended by GWM, broker-dealer directed by the client, trust companies, banks etc. (collectively
         referred to herein as the “Financial Institutions”).

         Clients will incur certain charges imposed by the Financial Institutions and other third parties such as fees
         charged by Independent Managers (as defined below), custodial fees, charges imposed directly by a
         mutual fund or ETF in the account, which shall be disclosed in the fund’s prospectus (e.g., fund
         management fees and other fund expenses), deferred sales charges, odd-lot differentials, transfer taxes,
         wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities
         transactions. Additionally, clients will incur brokerage commissions and transaction fees. Such charges,
         fees and commissions are exclusive of and in addition to GWM’s fee.

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         Greene Wealth Management, LLC Disclosure Brochure

         GWM’s Agreement and the separate agreement with any Financial Institutions authorize GWM or
         Independent Managers to debit the client’s account for the amount of GWM’s fee and to directly remit that
         management fee to GWM or the Independent Managers. Any Financial Institutions recommended by
...

Item 7. Types of Clients

         GWM provides its services to individuals, pension and profit sharing plans, trusts, estates, charitable
         organizations, corporations and other business entities.

         Minimum Account Size

         As a condition for starting and maintaining a relationship, GWM generally imposes a minimum portfolio
         size of $1,000,000. GWM, in its sole discretion, may accept clients with smaller portfolios based upon
         certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar
         amount of assets to be managed, related accounts, account composition, pre-existing client, account
         retention, and pro bono activities. GWM shall only accept clients with less than the minimum portfolio
         size if, in the sole opinion of GWM, the smaller portfolio size will not cause a substantial increase of

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         Greene Wealth Management, LLC Disclosure Brochure

         investment risk beyond the client’s identified risk tolerance. GWM may aggregate the portfolios of family
         members to meet the minimum portfolio size.

         Additionally, certain Independent Managers may impose more restrictive account requirements and
         varying billing practices than GWM.      In such instances, GWM may alter its corresponding account
         requirements and/or billing practices to accommodate those of the Independent Managers.