Hippocratic Financial Advisors LLC

ITEM 5: FEES AND COMPENSATION
WEALTH MANAGEMENT FEES

Our annual fee for portfolio management services is generally up to 1.5% depending upon the market
value of your assets under our management, the type and complexity of the asset management services
provided, as well as the level of administration requested either directly or assumed by the client. Assets in
each of your account(s) are included in the fee assessment unless specifically identified in writing for
exclusion. There is no minimum annual fee, and our advisory fee is negotiable, depending on individual

                                                                                   Hippocratic Financial Advisors Brochure

client circumstances. The specific annual fee is identified in the contract between HFA and each client.

Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the
market value of the client's account at the end of the previous billing period. All account assets
including those invested in money market funds, mutual funds, or other investment companies (“funds”) will
be included in calculating the value of the account for the purposes of computing the management fee. For
accounts opened or closed during a calendar quarter, you will pay us fees for the number of days during the
time period our services were provided. Although HFA typically bills in advance, the initial investment
management fee is due at the beginning of the quarter following the inception date and is based on the
client’s initial investment in the account prorated for the number of days assets have been deposited in a
client’s account before a fee is assessed (“arrears billing”). Therefore, the first investment management
fee billing will include a prorated fee based on arrears billing plus an advanced billing fee.

At our discretion, we may combine the account values of family members living in the same household to
determine the applicable advisory fee. Combining account values may increase the asset total, which may
result in you paying a reduced advisory fee. We may also recommend moving excess cash balances to a
separate account and exclude it from billing.

Fixed fees may be available for certain services in certain situations.

Fees for retirement plan consulting services, if applicable, are negotiated on a case-by-case basis and will
be described in the applicable agreement.

FINANCIAL PLANNING FEES

HFA’s financial planning and consulting fee is based on the nature of the services being provided and the
complexity of each client’s circumstances. Our financial planning and consulting fees are generally
calculated and charged on a fixed fee basis, that can vary up to $10,000 depending on the specific
arrangement reached with the client. Based on the scope of the proposed consultation, we will estimate the
total fee after our initial meeting.

STUDENT LOAN FEES

The student loan planning service includes an Initial Meeting Fee of $250, payable in full upon scheduling the
initial meeting, for a personalized analysis and recommendations. For a joint analysis for married couples, the
Initial Meeting Fee is discounted to a total of $400. If unsatisfied, clients may request a full refund within five
days. If clients choose to proceed with the student loan management service, an Initial Implementation Fee of
$2,250 is charged for assistance in executing the recommended strategy, including paperwork completion and
communication with loan servicers. For married couples, the Initial Implementation Fee is discounted to a total
of $3,600. Clients can also pay the full $2,500 for individuals or $4,000 for married couples for the analysis and
implementation bundle. For ongoing support, an Annual Updates/Income Recertification Fee applies for yearly
paperwork completion and strategy updates, with payment due upon request. All fees are fixed and cannot
exceed the agreed-upon amounts.

                                                                                 Hippocratic Financial Advisors Brochure

EDUCATIONAL SEMINARS AND WORKSHOPS

HFA offers educational seminars and workshops to attendees at no charge (free).

OTHER ADVISORS OR MANAGER´S FEES

Where HFA uses a third-party manager for management of all, or a portion of, your investment portfolio
through Separately Managed Account (SMA) Platform, the manager charges a separate fee in addition to
HFA’s advisory fee. Manager fees typically range from .00% to 1.00% annually and are charged in
accordance with the terms set forth by the selected third-party manager. All fees and expenses will be
disclosed to the client in advance of engaging a manager on the platform.

OTHER FEES

There are other fees that can be associated with holding and investing in securities. In addition to the
advisory fees paid to HFA, clients may also incur certain charges imposed by other third parties, such as
broker-dealers, custodians, trust companies, banks, and other financial institutions (collectively “Financial
Institutions”). These additional charges may include securities brokerage commissions, transaction
fees, custodial fees, margin costs, charges imposed directly by a mutual fund or ETF in a client’s
account, as disclosed in the fund’s prospectus (i.e., fund management fees, 12b-1 fees, and other fund
expenses), deferred sales charges, wire transfer and electronic fund fees, and other fees and taxes on
brokerage accounts and securities transactions.

HFA will consider the internal fees and expenses associated with each share class when selecting mutual
funds that have multiple share classes for recommendation to clients, and it is HFA policy to choose the
lowest-cost share class available, absent circumstances that dictate otherwise. For a complete discussion
of expenses related to each mutual fund, you should read a copy of the prospectus issued by that fund. HFA
can provide or direct you to a copy of the prospectus for any fund that we recommend to you.
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ITEM 7: TYPES OF CLIENTS
HFA provides financial planning and investment consulting services to individuals and high net worth
individuals. HFA does not have a minimum account size requirement.

HFA provides limited consulting services to certain employer-sponsored retirement plans, including 401(k)
plans, for select business owner clients who engage HFA for wealth management services. HFA does not
actively manage plan assets, and such services are not generally offered.