LPWM LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written
agreement with the Advisor.

                                                     LPWM, LLC dba Logan Park
   Page 6                                 121 S 8th Street, Suite #1110, Minneapolis, MN 55402
                                              Phone: (612) 315-2105 | Fax: (612) 677-3092
                                                            http://lpwm.com/

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid monthly in advance of each month, pursuant to the terms of the investment
advisory agreement. Investment advisory fees are based on market value of assets under management at the end of
the prior month. Investment advisory fees are based on the following schedule:

                               Assets Under Management ($)                     Annual Rate (%)
                               Up to $500,000                                       1.25%*
                               $500,001 to $2,500,000                                1.00%
                               $2,500,001 to $5,000,000                              0.90%
                               $5,000,001 to $10,000,000                             0.80%
                               $10,000,001 and over                                Negotiable
                 * Logan Park generally requires a minimum fee of $3,000 that may be waived at the sole discretion of the Advisor.

The tiered fee schedule results in a “blended” fee based on the assets under management at the time of the billing
calculation. For example, for an account valued at $1,000,000 based on the above schedule, Clients will be
charged 1.25% for the first $500,000 and 1.00% for the next $500,000. This results in a blended rate of 1.125%
annually.

The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the
end of the first month. Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may pay
fees that do not conform to this fee schedule. The Client’s fees will take into consideration the aggregate assets
under management with the Advisor. All securities held in accounts managed by Logan Park will be independently
valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate
billing.

Cash Management Services – The fee for Cash Management fees ranges from 0.10% to 0.25% depending on the
account balance and portfolio complexity. Fees may be negotiable at the sole discretion of the Advisor.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the
Advisor shall not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Logan Park may include financial planning services as part of an overall wealth management agreement. Logan
Park also offers financial planning services for a fixed fee or an ongoing planning engagement. Fees range between
$3,000 and $50,000. Ongoing engagement fees are billed quarterly, in advance of each calendar quarter. Fees may
be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the
Advisor. An estimate for total costs will be provided to the Client prior to engaging for these services.

Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an asset-based fee that ranges from 0.25% to 1.00% and are
billed quarterly, at the end of each calendar quarter, pursuant to the terms of the retirement plan advisory agreement.
Retirement plan advisory fees are based on the market value of assets under management at the end of the prior
calendar month. Fees are negotiable depending on the size and complexity of the Plan.

Trust Services
Trust service fees are paid monthly, in advance of each calendar month, pursuant to the terms of the investment
advisory agreement. Trust service fees are based on the market value of the trust’s assets under management at the
end of the prior month. The Trust service fees are an additional fee added to the Client’s investment advisory fee.
Trust service fees are based on the following schedule:

                               Assets Under Management ($)                     Annual Rate (%)
                               Under $2,500,000                                      0.50%
                               $2,500,001-$5,000,000                                 0.33%
                               Over $5,000,000                                       0.25%

                                                          LPWM, LLC dba Logan Park
   Page 7                                      121 S 8th Street, Suite #1110, Minneapolis, MN 55402
                                                   Phone: (612) 315-2105 | Fax: (612) 677-3092
                                                                 http://lpwm.com/

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the beginning of the respective month. The amount due is calculated by applying the
monthly rate (annual rate divided by twelve) to the total assets under management at the end of the prior month.
Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment
...

Item 7 – Types of Clients
Logan Park offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses
and retirement plans. The amount of each type of Client is available on Logan Park’s Form ADV Part 1A. These
amounts may change over time and are updated at least annually by the Advisor. Logan Park generally does not
impose a minimum relationship size.