Longevity Capital Management LLC

Item 5 Fees and Compensation

Private Client Investment Management Service Fees
Pursuant to an investment advisory contract signed by the Private Client,
the client will pay Longevity Capital Management an annual management fee, payable monthly in
advance, based on the value of portfolio assets of the account managed by the Firm as of the
opening of business on the first business day of each month. New account fees will be prorated
from the inception of the account to the end of the first month.

Assets Under Management:                Annual Fee:
Up to $500,000                          1.50 %
$500,001 – $749,999                     1.35 %
$750,000 – $999,999                     1.20 %
$1 million – $2,999,999                 1.00 %
$3 million – $4,999,999                 0.80%
$5 million – $6,999,999                 0.60%
Over $7 million                         0.50%

Fees will be calculated on a breakpoint schedule and are non-negotiable. Accounts with a value
of less than $500,000 will be charged a minimum annual advisory fee of $5,000. Investment
management fees will be directly deducted from the client account on a monthly basis by the
qualified custodian. The client will give written authorization permitting the Firm to be paid
directly from their account held by the custodian. The custodian will send a statement at least
quarterly to the client.

Longevity Capital Management charges administrative fees to assist account beneficiaries or estate
administrators with the transfer of client assets out of the account after the client’s death. Clients
will agree in advance to these administrative fees. The administrative fee is based on the Firm’s
hourly fee rate of $350 per hour and is non-negotiable. The administrative fee will be calculated
and directly deducted from the account prior to transfer of the assets and account closure.

Financial Planning Service Fees
If elected separately, Clients will contract to have standalone Financial Planning Services provided
based on an hourly or fixed fee arrangement. The Firm’s hourly fee will be billed at a rate of $350
per hour. The Firm’s hourly fee rate is non-negotiable. Hourly fee-based clients are billed one
half of the fee at the time of signing the Agreement with the Firm and the other one half upon
delivery of the financial plan or written report to the client. If the final fee is not paid by the client
at the delivery of the financial plan or written report, the client is required to pay the fee within
five days of delivery of the financial plan or written report. The fee will be based upon the
anticipated number of hours it will take to complete the financial plan or project, and in general
will range from one to 40 hours ($350 to $14,000).

Clients in need of standalone comprehensive financial planning services will be charged a fixed
fee. Longevity Capital Management’s fixed fee for standalone comprehensive financial planning
varies but is based primarily on the overall value of the client’s assets:

Longevity Capital Management LLC              Page 8

Value of Client Assets:                Fixed Fee:
Under $3 million                       $3,500 - $5,000
$3 million – $7 million                $5,000 - $15,000
Over $7 million                        $8,000 - $20,000

If the client terminates the Agreement with the Firm prior to the Firm’s completion of the financial
plan or project, any fees due the Firm will be invoiced to the client and payable within five days
of delivery of the invoice. If the Firm completes the financial plan or project in less time than
originally planned, the Firm will refund to the client a pro-rata share of the fee the client paid. The
Firm will refund the pro-rata fee to the client within five days of delivery of the financial plan or
written report.

Plan Sponsor Qualified Retirement Plan Consulting Fees
Plan Sponsor will pay the Firm, as compensation for its services, a consulting fee at an annual rate
of up to 0.75% of assets in the Plan including the value of any outstanding loans from the Plan to
Participants. The consulting fee is payable monthly or quarterly, in advance or in arrears, based
on the fair market value of assets in the Plan at the start/end of each billing period. The consulting
fee in the first month/quarter of the Agreement shall be prorated from the inception date to the end
of the month/quarter. The Firm shall invoice the Plan Sponsor for the consulting fee. The Plan
Sponsor may, at its election, submit invoices for this consulting fee to the custodian of the Plan's
assets for payment. The Plan Sponsor agrees to payment of these invoices, whether directly from
the Plan Sponsor or from the Plan's custodian, promptly, and, under normal circumstances, by the
end of the month or quarter in which the invoice is submitted.

Fees are negotiable and the Plan Sponsor and Firm may agree to a minimum monthly/quarterly
fee and/or a maximum monthly/quarterly fee. There will no pre-payment of fees.

The Plan Sponsor and the Firm may agree, from time to time, that the Firm be compensated for
additional non-investment related duties outside the normal scope of this Agreement on an hourly
basis of $350 per hour. In such cases, the additional duties and hourly rate of compensation shall
be agreed to by both parties, in advance, by execution of a codicil to the Agreement. Invoices and
terms of payment, in such cases, will be as expressed in the previous paragraph herein. It is
expected that such additional duties and compensation will solely relate to operational and
compliance needs of the Plan and not relate to investment recommendations.

Investment Consulting Service Fees
Clients will contract to have Investment Consulting Services provided based on an hourly fee
arrangement. The Firm’s hourly fee will be billed at a rate of $350 per hour and is non-negotiable.
Hourly fee-based clients are billed one half of the fee at the time of signing the Agreement with
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Item 7 Types of Clients

The Firm will offer its services to individuals, pension and profit sharing plans, trusts, estates, or
charitable organizations, corporations, and other business entities.

The Firm’s cumulative minimum account requirement for opening and maintaining an account is
$500,000. However, based on facts and circumstances the Firm may, at its sole discretion, accept
accounts with a lower value. Accounts with a value of less than $500,000 will incur a minimum
annual advisory fee of $5,000 (see Item 5 Fees and Compensation, above, for the Firm’s
investment management fee schedule). However, fees will never exceed 2.0% of the client assets
under management. Clients who commit $1 million to an account managed by the Firm are eligible
to be included in the Total Advisory Services structure, which includes Investment Management
Services and Comprehensive Financial Planning based on a single account management fee.
Clients who do not commit at least $1 million to an account managed by the Firm may receive
separate, standalone Financial Planning Services but will be charged separate fees for the
Investment Management and Financial Planning Services.