McGlone Suttner Wealth Management Inc

Item 5 – Fees and Compensation

You are advised comparable services may be available from other investment advisers and financial
professionals at fees that may be more or less than the fees charged by McGlone Suttner.

Asset Management Services and Pension Consulting Services

Advisory fees will be charged in advance of each calendar quarter. The quarterly advisory fee will
be calculated based on the value of the Account on the last business day of the just completed
calendar quarter. Note, the quarter-end custodian account value may be different than the actual
value used to calculate fees due to the delayed posting of dividends to the account as of last day of
the quarter. Fees for partial calendar quarters (i.e. accounts established or closed during a calendar
quarter) will be prorated. In limited circumstances (i.e. Group Annuity accounts, TAMPs), fees will
be payable monthly or quarterly in arrears. The monthly/quarterly fee will be calculated based on
the market value of the assets on the last business day of the current month or calendar quarter. In
some cases, McGlone Suttner may charge clients a fixed annual fee instead of a percentage of assets
under management. This is not the normal fee structure, therefore, McGlone Suttner will handle
these situations on a case-by-case basis.

As previously stated, the initial fee for accounts established during a quarter will be prorated. Fees
will be charged for each initial deposit based upon days in the account for the initial quarter. The
initial fee will be due at the end of the current quarter and will be charged along with the next
quarterly fee paid in advance.

McGlone Suttner will charge you an annual fee ranging up to 1.5%. You fee will be quoted to you
and agreed upon prior to implementation of the services. Your agreed upon fee will be indicated in
the agreement executed between you and McGlone Suttner. McGlone Suttner will determine your
fee after considering various factors including value of the assets under management, complexity of
your situation, and services to be rendered. McGlone Suttner aggregates or households all of your
managed accounts together to determine your quarterly fee.

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Fees are negotiable. The negotiability of the fee is at the discretion of McGlone Suttner and is based
on various factors including anticipated future earning capacity, anticipated future additional assets,
dollar amount of assets to be managed, related accounts, account composition, pre-existing client,
account retention and pro-bono activities. Fees are not based on a share of capital gains upon or
capital appreciation of the funds or any portion of the funds.

You may make additions to the Account or withdrawals from the Account, subject to McGlone
Suttner’ right to terminate its management services. You may withdraw account assets at any time
upon notice to McGlone Suttner of the withdrawal so that McGlone Suttner can best allocate the
balance. Additionally, withdrawals will affect the performance of your account. Additional assets
deposited into the Account in excess of $100,000, based on an aggregate of all deposits occurring
during the calendar quarter, a prorated fee will be charged based on the value of the deposit and
charged at the next account billing. Additionally, partial withdrawals in excess of $100,000, based
on an aggregate of all withdrawals occurring during the calendar quarter, will result in a prorated
portion of the fee being credited to the next fee billing. No fee adjustments will be made for
Account appreciation or depreciation.

McGlone Suttner reserves the right to liquidate any transferred securities or decline to accept
particular securities into your account. You are advised that when transferred securities are
liquidated, they may be subject to transaction fees, fees assessed at the mutual fund level (i.e.
contingent deferred sales charge) and/or tax ramifications.

McGlone Suttner may change the above fee schedule upon 30-days prior written notice to you.

In addition to the advisory fees above, you will pay transaction fees for securities transactions
executed in your account in accordance with the custodian’s transaction fee schedule. Additionally,
you may pay fees for custodial services, account maintenance fees, transaction fees, and other fees
associated with maintaining the Account. Such fees are not charged by McGlone Suttner and are
charged by the product, broker/dealer or account custodian. McGlone Suttner does not share in any
portion of such fees. Additionally, you may pay your proportionate share of the fund’s management
and administrative fees and sales charges as well as the mutual fund adviser’s fee of any mutual fund
they purchase. Such advisory fees are not shared with McGlone Suttner and are compensation to the
fund-manager.

Advisory fees will generally be collected directly from your account, provided you have given
McGlone Suttner written authorization. Authorization for McGlone Suttner to deduct its fees from
your managed account(s) will be given in the advisory agreement executed between you and
McGlone Suttner. You will be provided with an account statement reflecting the deduction of the
advisory fee. If the Account does not contain sufficient funds to pay advisory fees, McGlone Suttner
has limited authority to sell or redeem securities in sufficient amounts to pay advisory fees. You may
reimburse the account for advisory fees paid to McGlone Suttner, except for ERISA and IRA
accounts.

Termination Provisions

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The management agreement will continue until terminated by either you or McGlone Suttner. You
may terminate investment advisory services obtained from McGlone Suttner, without penalty, upon
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Item 7 – Types of Clients

McGlone Suttner’s services are geared toward individuals both high net worth and other than high
net worth, qualified plans and businesses and business owners.