Hill Investment Group LLC

Item 5 – Fees and Compensation
    Hillfolio, Hill, Hilltop

    The table below details the investment management fee schedule for Hillfolio, Hill, and Hilltop.
    The minimum annual fee is $1,700 per year for Hillfolio, $17,000 per year for Hill.

                                      From                  To              %
                                $             -       $ 5,000,000        0.85
                                $      5,000,000      $ 10,000,000       0.75
                                $     10,000,000      $ 50,000,000       0.55
                                $     50,000,000      $ 100,000,000      0.45
                                $    100,000,000      +                  0.35

    Hilltop services are offered by invitation only based on a client’s complexity. The fee for Hilltop
    advanced planning services ranges from $10,000 to $50,000 per quarter and is charged in
    addition to asset management fees. The fee for advanced planning may be waived depending on
    investment management assets. The fee is collected quarterly, in advance, and reassessed
    annually.

    Hill Institutional

    The annual fee for asset management services will be .50%, or 50 BPS, of assets under
    management. The minimum annual fee for Hill Institutional is $5,000.

    Additional Information: Hillfolio

    Hillfolio clients are invoiced in advance at the beginning of each calendar month based upon the
    value of the client's account at the end of the previous month.

    HIG will request authority from the client to receive monthly payments directly from the client's
    account held by an independent custodian. Clients may provide written limited authorization to
    HIG withdraw fees from the account.

    All fees are calculated as described above and are not charged on the basis of a share of capital
    gains upon or capital appreciation of an advisory client’s funds. A client agreement may be
    canceled at any time, by either party, for any reason with 30 days written notice. 30 days after
    written notice will be considered the official termination date. Upon termination of any account,
    prepaid, unearned fees can be promptly refunded pro rata.

    All fees paid to HIG for investment advisory services are separate and distinct from the fees and
    expenses charged by ETFs and mutual funds to their shareholders. These fees and expenses are
    described in each fund's prospectus. These fees will generally include a management fee, other
    fund expenses, and a possible distribution fee. A client could invest in ETFs or mutual funds
    directly, without the services of HIG. In that case, the client would not receive the services
    provided by HIG which are designed, among other things, to assist the client in determining
    which ETFs or mutual funds are most appropriate to each client's financial condition and
    objectives. DFA, Bridgeway, and AQR funds also may not be available to the client directly.
    Accordingly, the client should review both the fees charged by the funds and the fees charged by
    HIG to fully understand the total amount of fees to be paid by the client and to thereby evaluate
    the advisory services being provided.

    As described in Item 4 Advisory Business, clients do not pay fees or brokerage commissions or
    to Schwab as part of Hillfolio. Schwab receives other revenue in connection with Hillfolio, as
    described in this Disclosure Brochure. Brokerage arrangements are further described below in

Item 7 – Types of Clients
    HIG manages investment portfolios for individuals, families, qualified retirement plans, trusts,
    and small businesses.

    Hill generally requires a minimum account of $200,000 for Hillfolio investment management
    and financial planning services, and a minimum fee of $1,700.

    HIG generally requires a minimum account of $2,000,000 for Hill investment management and
    financial planning services, and a minimum fee of $17,000.

    HIG offers Hilltop services by invitation only based on a client’s complexity. The fee for Hilltop
    advanced planning services ranges from $10,000 to $50,000 per quarter and is charged in
    addition to asset management fees. The advanced planning fee may be waived depending on
    investment management assets. The fee is collected quarterly, in advance, reassessed annually.

    HIG generally requires a minimum annual fee for Hill Institutional of $5,000, which includes
    investment management and financial planning services.