IH2 Advisors & Company

Item 5 Fees and Compensation
Advisory Platform Services
The fee is paid based on a percentage of the aggregate assets the Clients are managing through the
Platform. The fee schedule follows:

                                        Annual Fee Schedule

                   Assets Under Management                    Annual Fee
                   Up to $250,000,000                         0.15% - 0.25%
                   Above $250,000,000                         0.10% - 0.15%

At the Company's sole discretion, the above fees can be negotiated based upon the projected/actual
market value of your assets under management, the type and complexity of the asset management
services requested, as well as the level of administration requested either directly or assumed by the
Client.

As noted in Item 4, the Company may charge or collect fees from Model Providers, per the agreement
between iH2 and each Model Provider. iH2 uses the fee to defray operational costs associated with the
Platform.

In addition, depending on the complexity of the onboarding project in scope, an implementation fee will
be assessed that ranges from $25,000 to $250,000. These onboarding payments are scheduled over
the course of the implementation. iH2 does not require the prepayment of more than $1,200 in fees six
or more months in advance of services.

Please note that the above fees do not include securities transaction fees or Model Provider fees,
which may be borne by each account and charged by the custodian, broker dealer or the Client.

The annual Platform services fee is billed and payable, quarterly in arrears, based on the average daily
balance for the billing period. iH2 will send an invoice to the Client for the payment of the advisory fee
with payment instructions included with the invoice.

For additional information regarding fees charged by the Model Provider, please consult the applicable
brochure prepared by the Model Provider.

UMA Platform Services Fees
The fees a Client pays for the UMA Platform services is the same as the Advisory Platform fees listed
above.

Investment Overlay Management Services
The fees a Client pays for the Investment Overlay Management Services are the same as the Advisory
Platform fees listed above.

Institutional Services Fees
Fees charged for the Institutional Services offering are negotiated and customized for each Client and
memorialized in each Client's agreement with iH2.

Item 7 Types of Clients
iH2 provides various investment advisory services to financial institutions to assist them in managing
the assets of their respective clients' accounts.