Milestone Asset Management Group LLC

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five
(5) business days of signing the contract without incurring any advisory fees and without penalty. How we are
paid depends on the type of advisory service we are performing. Please review the fee and compensation
information below.

Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and is calculated as
follows:
                      Account Value                            Annual Advisory Fee
                       $0 - $999,999                                     1.20%
                  $1,000,000 - $1,999,999                                1.10%
                  $2,000,000 - $4,999,999                                1.00%
                  $5,000,000 - $9,999,999                                0.90%
                  $10,000,000 and Above                               Negotiable

The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The fee is calculated
by using the Average Daily Balance of your portfolio on each business day over the last three months in the
previous calendar quarterly, multiplied by the corresponding advisory fee rate. No increase in the annual fee
shall be effective without agreement from the client by signing a new agreement or amendment to their
current advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a calendar quarter will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 30 calendar days in
advance. Upon termination of any account, any unpaid fees will be due and payable. Such fees are prorated
based on the number of days left in the billing period.

Investment Advisory Services – Betterment
The standard advisory fee is based on the market value of the account and is calculated as follows:
                              Account Value                 Annual Advisory Fee
                               All Accounts                         0.50%

The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The above fee
schedule does not include Betterment’s advisory fee. No increase in the annual fee shall be effective without
agreement from the client by signing a new agreement or amendment to their current advisory agreement.

Accounts initiated or terminated during a calendar quarter will be charged a pro-rated fee based on the
amount of time remaining in the billing period. An account may be terminated with written notice at least 30
calendar days in advance. Upon termination of any account, any unpaid fees will be due and payable. Such
fees are prorated based on the number of days left in the billing period. Betterment will deduct the advisory
fees from the client’s account.

Financial Planning Fixed Fee
Financial Planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the
start of any work. The fixed fee can range between $2,000 and $15,000. The fee is negotiable. If a fixed fee
program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion
of work, however, Milestone will not bill an amount above $500.00 more than 6 months in advance. In the
event of early termination, the client will be billed for the hours worked at a rate of $300 per hour. If the initial
deposit is greater than the amount billed, then the client will be refunded the difference. If the initial deposit
is less, then the client will be billed the difference.

Financial Planning Hourly Fee
Financial Planning fee is an hourly rate that can range between $150.00 and $300.00 per hour, depending on
complexity. The fee may be negotiable in certain cases and is due at the completion of the engagement. In
the event of early termination by client, any fees for the hours already worked will be due.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses that
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other
third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer
and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual
fund and exchange traded funds also charge internal management fees, which are disclosed in a fund’s
prospectus. Such charges, fees and commissions are exclusive of and in addition to our fee, and we shall not
receive any portion of these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-based
sales charges or service fees from the sale of mutual funds.

Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals, high net-worth individuals,
pension and profiting sharing plans, charitable organizations, and corporations or other businesses.
Our minimum account size requirement is $500,000.00, which we may waive at our discretion.