Measured Wealth Private Client Group LLC

Item 5 Fees & Compensation
Asset Management:

Our tiered asset management fees are as follows (per annum):

Assets Under Management                      Annual Percentage
On The First $1,000,000                      1.25%
On The Next $2,000,000                       1.00%
On The Next $4,000,000                       0.85%
On The Next $3,000,000                       0.75%
On The Balance                               0.60%

A client's legacy fee schedule could be honored and may be more or less than the Measured Wealth
standard fee schedule.

Due to the additional complexity and time associated with managing an option strategy, if an option
strategy is employed, an additional .25% will be added to the fee schedule above for the account(s)
being managed under this strategy. However, this fee is also negotiable.

Our firm's fees are billed on a pro-rata annualized basis, billed quarterly in advance based on the value
of the client’s account on the last day of the previous quarter. Cash balances and cash equivalents are
included in the billing calculation. Our fees are negotiable, at the firm's discretion. Fees will be
automatically deducted from the client’s managed account. As part of the automatic deduction process,
clients provide written authorization permitting us to be paid directly from the managed account held by
the independent custodian.

To facilitate this process, we send an electronic request to the client’s custodian indicating the amount
of the fee to be paid from the client's managed account. The independent custodian sends statements

to the client at least quarterly showing the market values for each security included in the account and
all disbursements including the amount of the advisory fees paid to us. If requested by a client, we will
provide an invoice that includes a notice urging the client to compare information provided in that
invoice with fees reflected in the statement provided by the qualified custodian.

Selection of Other Advisers
Advisory fees charged by Independent Money Managers are separate and apart from our advisory
fees. Assets managed by Independent Money Managers will be included in calculating our advisory
fee, which is based on the fee schedule set forth in the Asset Management section above. Advisory
fees that you pay to Independent Money Managers are established and payable in accordance with
the brochure provided to you by the Independent Money Manager. These fees may or may not be
negotiable. Although the advisory fees vary from advisory firm to advisory firm, we have a fiduciary
duty to recommend or select Independent Money Managers based upon each client's individual needs,
stated goals and objectives. You should review the Independent Money Manager's brochure and take
into consideration their fees along with our fees to determine the total amount of fees associated with
this program.

Financial Planning & Consulting:

We charge on an hourly or flat fee basis for financial planning and consulting services. Our hourly fees
are $350 for financial advisors and $250 per hour for para-planners. Flat fees generally range from
$1,500 to $10,000. The total estimated fee, as well as the ultimate fee that we charge you, is based on
the scope and complexity of our engagement with you.

We require a retainer of fifty-percent (50%) of the estimated financial planning or consulting fee with
the remainder of the fee directly billed to you and due to us within thirty (30) days of your financial plan
being delivered or consultation rendered to you. In all cases, we will not require a retainer exceeding
$1,200 when services cannot be rendered within 6 (six) months.

Estate Planning Services:
As described in the Advisory Business section above, Measured Wealth has contracted with Wealth to
provide additional services to our clients. These services are non-advisory and facilitate
the preparation of various estate planning documents for clients. Our fees for this service ranges from
$500 to $3,500 and is billed as a flat fee. The fee can be waived at our discretion.

We require a retainer of fifty-percent (50%) of the estimated Estate Planning Services fee with the
remainder of the fee directly billed to you and due to us within thirty (30) days of your estate plan being
delivered to you. In all cases, we will not require a retainer exceeding $1,200 when services cannot be
rendered within 6 (six) months.

Such services are generally separate from any asset management and/or financial planning services
that we may render to a client, and the exact scope of such estate planning services will depend on the
nature of a client’s specific estate planning needs. Wealth offers the ability to consult with
licensed attorneys in various jurisdictions for an additional charge and subject to additional terms and
conditions. Fees for estate planning services may be obtained from other services providers at fees
that are higher or lower than the fees available through Measured Wealth's relationship with Wealth.

Pension Consulting:
We generally charge on an hourly or flat fee basis for pension consulting services, though we may
enter into an asset-based fee arrangement for certain engagements. The total estimated fee, as well
as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with
you. Our hourly fee is $250. Our flat fees range from $750 to $10,000. Flat fees will be charged

annually in advance for ongoing pension consulting services.

The fee-paying arrangements for pension consulting services will be determined on a case-by-case
basis and will be detailed in the signed Pension Consulting Agreement. The client will be invoiced
directly for the fees.

Termination and Refunds

Clients wishing to terminate their agreement with us must provide 30 days written notice of intent to
terminate. We will process a pro-rata refund of any unearned advisory fees charged in advance.

Other Types of Fees and Expenses
...

Item 7 Types of Clients & Account Requirements
We have the following types of clients:

       Individuals and High Net Worth Individuals;
       Trusts, Estates or Charitable Organizations;
       Pension and Profit Sharing Plans;
       Corporations, Limited Liability Companies and/or Other Business Types

Our requirements for opening and maintaining accounts or otherwise engaging us:

     Our services are recommended for accounts with balances of $250,000 or more, though we
      may allow for a lower account balance at our discretion.
     We generally charge a minimum fee of $1,500 for written financial plans.