McGuire Capital Advisors Inc

Item 5 - Fees and Compensation

A.     Fees Charged

       1.      Separate Account Management

       McGuire Capital typically charges the following annual fees for managing Client assets held in
       Separate Accounts:

                       Assets Under                 Annual Fee               Quarterly Fee
                       Management                   % of Assets               % of Assets
                                                                                .5000
                Up to $2,000,000                       2.00
                                                                                .3750
                $2,000,000 up to $3,000,000            1.50
                                                                                .3125
                $3,000,000 up to $4,000,000            1.25

                                                                                .2500
                Over $4,000,000                        1.00

       The above table describes the fees that McGuire Capital charges client under normal
       circumstances. Fees may be negotiable based on factors such as the length of time the Firm has
       been managing the assets for the Client; the nonprofit or charitable status of a Client; the
       percentage of Client holdings in fixed income assets; and/or the number of related accounts under
       management. Under no circumstances, will the Firm charge fees greater than those described
       above. The Client and McGuire Capital must agree on the fees that will be charged in the signed
       Advisory Agreement before McGuire Capital will start managing the assets.
       Fees are billed quarterly in advance at the beginning of each quarter. Fees are calculated based
       on the value of assets under management at the end of the last quarter or if the assets are
       deposited between quarters, at the value of the assets when deposited with the custodian for
       management by McGuire Capital.
       To calculate its fee, McGuire Capital uses the value of the assets determined by the custodian of
       the assets. If the custodian does not provide the values, McGuire Capital may use values

determined by an independent pricing agent, such as a broker-dealer through which McGuire
Capital processes Client transactions. If McGuire Capital is unable to determine a market value,
McGuire Capital will use a value based on comparable sales of similar securities or other methods
determined to be reasonable by McGuire Capital. Currently, Charles Schwab & Co., the Firm’s
custodian, calculates the value of the assets in each Client’s account to determine the fee to be
charged. Assets managed through Gradient would be valued by Gradient and its custodians.
McGuire Capital may borrow against the securities in a Client’s Account (using margin) as a
strategy in managing a Client’s account (see Item 8.B). In addition, some Clients may also use
margin in their accounts to cover cash flow needs. In charging fees to accounts invested using
margin, McGuire Capital charges fees based on the gross market value of all the securities in the
Client’s account, without consideration of the amount of margin or borrowings against those
securities.

2.       Co-Advisor Services

McGuire Capital has entered into a Co-Advisor Agreement with Gradient Investments, LLC (“GI”)
SEC number 801-70812. GI is a Registered Investment Advisor registered with the Securities and
Exchange Commission that provides investment portfolio advice and supervisory services.

GI offers an actively managed program of mutual fund and stock portfolios. The fee will be
disclosed to the Client in the Investment Advisory Agreement and are negotiable. The Clients fee
for these services will be based on a percentage of assets under management as follows:

                                                                                    McGuire Capital
                                   Asset            Stated Total
Portfolio                                                              GI Fee*           Fee
                                   Valuation        Annual Fee
                                                                                     (Negotiable)
Custom Indexing - Strategic        All Assets          1.65%            0.65%           1.00%
Strategic                          All Assets          1.50%            0.50%           1.00%
Custom Indexing - Allocation       All Assets          1.65%            0.65%           1.00%
Allocation                         All Assets          1.50%            0.50%           1.00%
Tactical                           All Assets          1.50%            0.50%           1.00%
Defined Outcome                    All Assets          1.50%            0.50%           1.00%
Private Wealth                     All Assets          1.50%            0.50%           1.00%
Preservation                       All Assets          1.00%            0.40%           0.60%
Client Directed Accounts           All Assets          $300             $300              $0
For Client Directed Accounts (CDA), GI will assist in the opening, closing and transferring of
accounts. GI will not have discretion at any time on these accounts. Client is solely responsible for
the assets held within the accounts and their values which could increase or decrease (potential
loss of principal). GI will not execute trades in CDA accounts. GI exceptions will be made for
withdrawals to client or assets transferred into a GI managed portfolio. GI will also provide
performance reporting on these accounts and can furnish 3rd party analysis reports per the
client’s request. Similar services may be available through other sources for a lower fee.

Example:

                  Portfolio                              Calculation                Quarter Fee
 Custom Indexing – Strategic & Allocation       ($750,000*1.65%) * (91/365)          $3,085.27
...

Item 7 - Types of Clients

The Clients of McGuire Capital are primarily individuals, including high net worth individuals and small
businesses. McGuire Capital also manages assets for other types of investors, such as larger businesses,
non-profits, charitable organizations, endowments, trusts or estates. McGuire Capital does not have a
minimum fee or minimum account size; however, McGuire Capital may decline to accept a Client if the
amount of assets to be managed is not large enough to allow McGuire Capital to manage the assets
effectively.