Kyle Company

Item 5 – Fees and Compensation
Kyle Financial Services, Inc. is a fee-only investment advisor which means that we do not
sell any investment products and we do not receive product-related commissions or other
compensation. Our only source of compensation is fees from our Clients for services
rendered. As such, we have no conflicts of interest with Clients that may arise from
product-based compensation.

Investment advisory fees are charged as a percentage of assets managed, payable quarterly
in arrears and deducted directly from Clients’ accounts based on the following standard
fee schedule:

                    Assets From      Assets To       Annual Fee
                      $         0    $ 1,500,000         0.70%
                        1,500,001      5,000,000         0.35%
                        5,000,001         ∞              0.25%

For purposes of application of this fee schedule, related accounts (e.g. accounts of family
members) may be aggregated or “householded” to determine fee schedule break-points. In
certain cases, fees are negotiable and certain clients’ fees may deviate from the standard
schedule above. Fees for tax or trust administration services are charged separately from
investment advisory fees. Clients incur brokerage and other transaction costs (e.g.
brokerage commissions or sales charges), fund operating expenses, 12b-1 fees or other costs
in connection with securities transactions. Charles Schwab & Co., Inc., serving as
“qualified custodian”, does not charge fees for custody. Please refer to Item 12 for more
information about our brokerage practices. Clients are responsible for taxes payable to
federal, state and other tax jurisdictions resulting from securities transactions.

                                                                  Form ADV, Part 2A
                                                                  (“BROCHURE”)

Item 7 – Types of Clients
While we have no strict minimum investment requirement, we are generally targeting
Client relationships with a minimum of $500,000 of marketable assets under management.
Our Clients include affluent individuals, corporate executives, attorneys, physicians,
business owners, family trusts, retirement plans and other related entities.