Kaydan Wealth Management Inc

Item 5 Fees and Compensation
Kaydan Wealth Fees in General

Kaydan Wealth is compensated through fees directly paid by our clients (except in insurance cases -
see paragraph below and Item 10). Fees are calculated quarterly and billed quarterly in arrears.
Kaydan Wealth believes that it is important for all wealth management clients to address financial
planning issues with us on an ongoing basis. Our wealth management advisory fee will remain in effect
regardless of whether clients determine to address financial planning issues with Kaydan Wealth
Management. However, Kaydan remains available to address planning issues with our clients on an
ongoing basis.

All fees are negotiable, including minimum fees, when unique circumstances are present. Specifically,
Kaydan Wealth may discount the fee represented in the schedule below when a large portion of a
client's net investable assets represent a concentrated position or due to their personal relationship
with a firm employee.

In addition, we uphold client's legacy fee schedules and service models. As a result of these factors,
similarly situated clients could pay different fees which correspondingly impact a client's net account
performance. Moreover, the services provided by Kaydan to any client could be available from other
advisers at lower fees, and certain clients may have fees different than those specifically set below.
Additionally, the service model provided by Kaydan Wealth to any client may be materially different
than the services provided another similarly situated client.

Upon establishing a new relationship with Kaydan Wealth Management, the original fee schedule
agreed upon, for one or more accounts, will be applied to any future accounts opened within the
client's household. Any changes to the original agreement will result in signing an updated fee
schedule.

Comprehensive Wealth Management Services
Kaydan 360. Kaydan Wealth provides personally integrated, collaborative and comprehensive wealth
management represented by the fee schedule below.

                                             Fee Schedule

Account Value:                                       Quarterly Fee:          Annualized Fee
First 500,000*                                       0.3125%*                1.25*
Next $500,001 – $2,000,000 Next                      0.25%                   1.00
$2,000,001- $4,000,000Next                           0.2125%                 0.85
$4,000,001 - $7,000,000 Next                         0.200%                  0.80
$7,000,001 - $10,000,000Next                         0.1875%                 0.75
$10,000,001 - $25,000,000 Next                       0.1750%                 0.70
$25,000,001 - $50,000,000 Next                       0.10%                   0.40
$50,000,001 - $100,000,000 Next                      0.075%                  0.30
$100,000,001 +                                       0.050%                  0.20

There is a minimum annual fee of $6,250 for this service. This represents the annual advisory fee
applicable on an investment relationship of $500,000.

Investment relationships of $500,000 or more are eligible for Family Pricing. Family Pricing allows
Kaydan Wealth to combine investment account totals of related family members to reduce the effective
fee, reflecting greater accumulated wealth.

Fees are calculated quarterly, in arrears, and due the following business day. Kaydan typically deducts
fees directly from the account under management. With client's consent, we can deduct fees from an
account of their choosing. Authorization to deduct fees from a client's account is included in the
Advisory Agreement. Further, the qualified custodian will deliver an account statement to the client at
least quarterly. These accounts statements will show all disbursements from the client's account.
Clients should review all statements for accuracy.

Kaydan180. Kaydan Wealth provides an entry level wealth management and education service. This
service integrates active portfolio management with client-driven wealth management education.

Fee schedule is the same as above. There is no minimum annual fee. Service is typically suited for
clients with less than $500,000 of investable billable assets. Should a client with less than $500,000 of
investable billable wealth require our more comprehensive, collaborative services (Kaydan 360), a
retainer will be calculated representing the difference between $1,562.50 per quarter ($6,250 divided
quarterly) and the actual quarterly fee generated from the investment account. The retainer will be paid
quarterly from the same account as the quarterly advisory fee.

Should a client with less than $500,000 of investable billable assets elect our Kaydan 360 service, total
annual fees (scheduled management fees plus retainer) in no way will exceed 2.50%.

WealthCoach. Personally integrated wealth management service for young adults. This service is
available to young adults under the age of 40. WealthCoach provides the same level of service as our
personally integrated, collaborative and comprehensive wealth management offering (Kaydan 360) on
a subscription basis.

Service is available for a monthly subscription fee of $180/month. As part of this service, Kaydan
provides a discounted advisory fee of 80 bps. After age 40, a client must graduate out of the program
and migrate onto one of our other wealth management service models at standard prevailing fee
schedules.

Monthly subscription fee includes the cost of our Workplace WealthCoach services (see below).
Monthly subscription will accommodate up to two workplace savings programs. Additional workplace
savings programs can be added for an additional monthly fee of $30/month/additional plan.

Investment Management Services
Kaydan offers discretionary investment management services. These services are provided either as
part of our wealth management services or separately without wealth management advice.
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Item 7 Types of Clients
Kaydan offers investment advisory services to individuals and high net worth individuals.

There is a minimum annual fee of $6,250 for Comprehensive Wealth Management Services. This
represents the annual advisory fee applicable on an investment relationship of $500,000. At our
discretion we may waive the minimum fee.