Infinite Giving Advisory Services Inc

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Infinite Giving Nonprofit Investment Advisor:

Fees are negotiable at our discretion. The maximum annual investment advisory fee charged by
Infinite Giving’s RIA will not exceed 1.00%. The specific fee is determined based on the types of
assets invested, the amount of anticipated time spent managing accounts, and the scope and
complexity of the services provided and will be disclosed in the advisory agreement signed by the
Client. Annualized fees are billed on a pro-rata basis monthly or quarterly in arrears based on the
time-weighted daily average value of the account(s) during the month or quarter. The specific billing
arrangement will be disclosed in the Client’s signed agreement. Our firm bills on cash. Fees will be
deducted from Client account(s). As part of this process, Clients understand the following:

         a) Clients must provide our firm with written authorization permitting direct payment of
            advisory fees from their account(s) maintained by a custodian who is independent of our
            firm.
         b) Our firm will send an invoice directly to the custodian.
         c) The account custodian sends a statement to the Client, at least quarterly, showing all
            account disbursements, including advisory fees.
         d) If our firm sends a copy of our invoice to the Client, it will include a disclosure urging the
            Client to compare the information provided in our invoice with those from the qualified
            custodian.

Other Types of Fees & Expenses

Clients should understand that any fees charged by the custodian are not included in our firm’s fee
and will be paid directly from their account. Clients will incur transaction fees for trades executed by
the custodian, either based on a percentage of the dollar amount of assets in the account(s) or via
individual transaction charges. These transaction fees are separate from our firm’s advisory fees and
will be disclosed by the custodian. APEX Clearing Corporation (“APEX”) does not charge transaction
fees for U.S. listed equities and exchange traded funds.

ADV Part 2A – Firm Brochure                     Page 6                       Infinite Giving Advisory Services, Inc.

Clients will pay charges imposed directly by a mutual fund, index fund, or exchange traded fund,
which shall be disclosed in the fund’s prospectus (e.g., fund management fees and other fund
expenses), distribution fees, surrender charges,, mark-ups and mark-downs, spreads paid to market
makers, fees for trades executed away from custodian, wire transfer fees and other fees and taxes on
brokerage accounts and securities transactions. Our firm does not receive a portion of these fees.

Once the stock donation is liquidated and swept into the Client’s donation-designated managed
account, the funds will be transferred to their linked checking account or, if the client would like, we
will move it into an account managed by us for investment. Our firm does not receive additional
compensation in offering this arrangement outside of the advisory fees we will charge on the stock
donations after they are liquidated and swept into an advisory account as part of the portfolio
management services provided.

Termination & Refunds

Either party may terminate the advisory agreement signed with our firm in writing at any time. Upon
notice of termination, pro-rata advisory fees for services rendered to the point of termination will be
charged. If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to
the Client.

Item 7: Types of Clients & Account Requirements

Our firm primarily provides advice to charitable organizations.

Our firm generally requires a minimum account balance of $100,000. This minimum account balance
requirement is negotiable at our discretion.