Longview Financial Advisors Inc

Item 5 – Fees and Compensation

In order to avoid as many conflicts of interest as possible, Longview receives all compensation directly
from the client and has no selling agreements with any providers that could create a conflict of interest
between the Firm and the client’s best interests.

If Longview is engaged to provide discretionary or non-discretionary investment advisory services on a fee-
only basis, Longview’s annual investment advisory fee shall be based upon a percentage (%) of the market
value of the assets placed under Longview’s management. Longview’s fee is determined by the applicable

service model. There are three potential service models: Capstone, Planning Only, and Investment Only.

The Capstone model is for those who are interested in both financial planning and investment management
services. The minimum asset requirement for a Capstone Model engagement is $1,000,000, which results in
a minimum fee of $10,000. Clients in this model will be charged a fee based on the fee schedule below. If
the fee based on the schedule below is less than $2,500/quarter, the client will be required to pay any
difference to Longview directly, either by debiting the fee from the applicable account, by check or
electronic payment.

         *Assets Under Management                                   Percentage
               First $1,000,000                                       1.00%
            $1,000,001-1,999,999                                       .85%
           $2,000,000-$2,999,999                                       .75%
           $3,000,000-$4,999,999                                       .65%
             $5,000,000 and over                                       .50%

The investment only model has a minimum asset requirement of $250,000 or more and is for those only
interested in investment management services. The minimum fee for investment management services is
$2,500. The fee schedule for this model is the assets under management fee schedule provided above.

The planning only model is an annual engagement that is focused only on financial planning services. The
fee for this model is proposal-based. The minimum fee for a planning only engagement is $10,000, but
could be more based on complexity and time required.
Longview’s investment advisory fee is negotiable at Longview’s discretion, depending upon objective and
subjective factors including but not limited to: the amount of assets to be managed; portfolio composition;
the scope and complexity of the engagement; the anticipated number of meetings and servicing needs;
related accounts; future earning capacity; anticipated future additional assets; the professional(s) rendering
the service(s); prior relationships with Longview and/or its representatives, and negotiations with the
client. As a result of these factors, similarly situated clients could pay different fees, the services to be
provided by Longview to any particular client could be available from other advisers at lower fees, and
certain clients may have fees different than those specifically set forth above.

Clients may elect to have Longview’s investment advisory fees deducted from their custodial account.
Both Longview's Investment Advisory Agreement and the custodial/clearing agreement may authorize the
custodian to debit the account for the amount of Longview's investment advisory fee and to directly remit
that management fee to Longview in compliance with regulatory procedures. In the limited event that
Longview bills the client directly, payment is due upon receipt of Longview’s invoice. The annual fee for
financial planning and investment advisory services is billed quarterly, in arrears. The assets under
management fee is based on the market value of the assets on the last day of the quarter. The beginning
date for billing for financial planning fees is the date an agreement is signed. The beginning date for billing
for investment management services is the date an account comes under our management. Longview
adjusts its advisory fee for additions to, and withdrawals from, clients accounts made during the advisory

fee billing period.

Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.

Accounts for which fees may be applied can include retirement accounts, like 401Ks, 403Bs, 457s, and
other accounts not otherwise held at Longview’s primary custodian.

Broker-dealers may charge brokerage commissions, transaction, and/or other type fees for effecting certain
types of securities transactions (i.e., including transaction fees for certain mutual funds, and mark-ups and
mark-downs charged for fixed income transactions, etc.). The types of securities for which transaction
fees, commissions, and/or other type fees (as well as the amount of those fees) shall differ depending upon
the broker-dealer/custodian. Clients will incur, in addition to Longview’s investment management fee,
brokerage commissions and/or transaction fees, and, relative to all mutual fund and exchange traded fund
purchases, charges imposed at the fund level (e.g., management fees and other fund expenses).

Either party may terminate the relationship at any time by written notice. Upon termination, any financial
planning or investment advisory fees due to Longview will be prorated through the date of termination.
Neither Longview, nor its representatives accept compensation from the sale of securities or other
investment products.

Item 7 – Types of Clients

Longview provides portfolio management services to individuals, corporate pension and profit-sharing
plans, trusts, estates, charitable institutions, foundations, and endowments.