Keidan Financial Consultants LLC

Item 5: Fees and Compensation

and priorities and anticipated transaction costs. In addition, the receipt of such fees can create
conflicts of interest in instances (i) where our adviser representative is also licensed as a
registered representative of a broker-dealer and receives a portion of 12b-1 and or revenue
sharing fees as compensation – such compensation creates an incentive for the investment
adviser representative to use programs which utilize funds that pay such additional
compensation; and (ii) where the custodian receives the entirety of the 12b-1 and/or revenue
sharing fees and takes the receipt of such fees into consideration in terms of benefits it may
elect to provide to the firm, even though such benefits may or may not benefit some or all
of the firm clients.

                   Part 2A of Form ADV: Keidan Financial Consultants, LLC Brochure

Item 7: Types of Clients
Keidan Financial provides portfolio management services to individuals, trusts, high net worth
individuals, corporate pension, and profit-sharing plans. The firm generally requires a minimum
of $250,000 to open an advisory account. It believes that this is the minimum amount required
to successfully execute its investment strategies for an individual portfolio. However, smaller
accounts may be accepted at the discretion of management.

                  Part 2A of Form ADV: Keidan Financial Consultants, LLC Brochure