Gross Domestic Product Inc

Item 5 - Fees and Compensation

GDP, inc. charges fees based on a percentage of assets under management as well as fixed fees and
hourly fees, depending on the particular types of services to be provided. The specific fees charged
by GDP, inc. for services provided will be set forth in each client’s agreement.

     A. Fees for Services

Fees for Portfolio Management Services
GDP, inc. charges a portfolio management services fee that is agreed upon with each client and set
forth in an agreement executed by GDP, inc. and the client. The annual portfolio management
services fee is based on a percentage of the value of assets under management and is paid quarterly
in advance. For the initial quarter, the fees for portfolio management services are paid, in arrears,
on a pro rata basis, based on the asset value of the client’s accounts as of the last day of the quarter,
as provided by third-party sources, such as pricing services, custodians, and client-provided
sources. For subsequent quarters, the portfolio management services fees will be paid, in advance,
based on the asset value of the client’s accounts as of the last business day of the preceding quarter,
as provided by third-party sources, such as pricing services, custodians, and client-provided
sources. For purposes of fee calculation, the asset value of client accounts include cash and cash
equivalents.

Following is GDP, inc.’s asset based fee schedule for portfolio management services:

                                             FEE SCHEDULE
                           Market Value of Assets                      Rate
                               $0 to $500,000                         1.50%
                           $500,001 to $1,000,000                     1.25%
                            $1,000,001 and Above                      1.00%
                     The percentage for the highest range of managed asset market
                     value achieved applies to all managed assets, not just managed
                     assets within that range.

GDP, inc.’s policy is to include all related client accounts, specifically the accounts of direct family
members sharing the same residence address, for purposes of determining a client’s market value
of assets.

Fees for Financial Planning Services
Clients that are receiving financial planning services are charged a minimum fixed fee of $3,000 for
initial financial planning services or otherwise for financial planning services completed upon the
delivery of the financial plan to the client. The fixed fee amount charged to a client is dependent upon
the complexity of a client’s plan and services provided. In the alternative clients that are receiving
financial planning services may be charged an hourly fee rate between $250 to $350. The fees for
initial financial planning services or financial planning services completed upon delivery of the
financial plan are paid 50% in advance, but never six months or more in advance, with the final
balance due upon delivery of the plan. For clients receiving ongoing financial planning services the
annual fixed fees are charged quarterly in advance and hourly fees are charged quarterly in arrears.
Actual fees charged are clearly outlined in the financial planning agreement.

Fees for Concierge Services
Clients that are receiving concierge services are charged a minimum fixed fee of $3,000 or otherwise
may be charged an hourly fee rate between $250 to $350. The agreed upon fee, method and
frequency of payment will be clearly outlined in the concierge services agreement.

Fees for Tax Preparation Services
For third-party tax preparation services, clients are charged a fixed fee that ranges from $1,000 to
$3,000. The fee is based on the level of complexity of the client’s tax situation and is clearly
outlined in the tax preparation services agreement between the client and the third-party tax
preparation services provider. The fee for tax preparation services is billed upon the completion of
the service. The tax preparation services fee is paid to the third-party tax preparation services
provider and GDP, inc. does not receive nor retain any of that fee. Depending upon the agreement
with the client, the fee for the tax preparation services is billed directly by the third-party tax
preparation services provider or billed by GDP, inc. on behalf of the third-party tax preparation
services provider. In addition, pursuant to the agreement with a client GDP, inc. may agree to pay
the tax preparation services fee.

Fees for Coaching Services

Clients receiving coaching services are charged an hourly fee rate up to $500. The agreed upon fee,
method and frequency of payment will be clearly outlined in the coaching services agreement
between the client and the third-party coaching professional. The coaching services fee is paid to
the third-party coaching services provider and GDP, inc. does not receive nor retain any of that fee.
Depending upon the agreement with the client, the fee for the coaching services is billed directly
by the third-party coaching services provider or billed by GDP, inc. on behalf of the third-party
coaching services provider. In addition, pursuant to the agreement with a client GDP, inc. may
agree to pay the coaching services.

Fees for Estate Planning Services
Clients that are receiving estate planning services from Wealth.com are charged a fixed fee that
ranges from $500 to $3,000, depending upon the complexity of a client’s estate planning needs.
The fee for estate planning services is billed upon the completion of the service by Wealth.com.
The fees charged by Wealth.com are retained by Wealth.com and GDP, inc. does not receive nor
retain any of that fee. Depending upon the agreement with the client, the fee for utilization of the
Wealth.com system is billed directly by Wealth.com. In addition, pursuant to the agreement with a
client GDP, inc. may agree to pay the Wealth.com fee.
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Item 7 - Types of Clients

GDP, inc. offers investment advisory services to individuals, including high net worth individuals,
family offices, trusts, estates, private foundations, and charitable organizations. GDP, inc. does not
impose a minimum initial investment for portfolio management services or a minimum fee for
financial planning services. However, GDP, inc. does reserve the right to accept or decline a
potential client for any reason in its sole discretion.