Milestone Financial Planning LLC

5          Fees and Compensation
    Our Financial Management Service includes both ongoing financial planning and investment
    management services. Our standard financial management fee is charged as a percentage of assets
    under management, in quarterly installments, in arrears (after services have been provided).
    The fee is calculated based on the average daily balance in the Client’s account[s] and is based on the
    schedule below:

                       Assets Under Management ($)                          Annual Fee (%)
                       First $1 million                                          1.00%
                       Next $2 million ($1-3M)                                   0.80%
                       Next $3 million ($3-6M)                                   0.60%
                       Next $4 million ($6-10M)                                  0.40%
                       Next $5 million ($10-15M)                                 0.35%
                       Everything else ($15M+)                                   0.30%

    Clients may be offered financial planning as a separate engagement for a separate monthly fee. These
    fees typically range from $100 to $8,000 per month, billed in arrears, based on the size of the client portfolio
    and depending on the scope and the complexity of the services to be provided.

    In determining the appropriate fee, we consider factors such as complexity of the client’s financial situation,
    the level of ongoing advice and service, and other relevant circumstances. Portfolio size, if applicable,
    may be one of several factors considered, but is not the sole determining factor. Financial planning
    subscription fees are generally paid by electronic payment or check.

    All Financial Management Clients

    Clients are subject to a minimum annual fee of $10,000, which may be waived at our sole discretion.

    Milestone Disclosure Brochure                                                                                 7

    Additionally, certain Clients may have a fee schedule that differs from the schedules above. The Client’s
    fees will take into consideration the aggregate assets under management with Milestone. Fees may be
    negotiable at the sole discretion of Milestone, but will not exceed the asset-based fee and subscription
    fees referenced above. Asset based fees are generally deducted directly from the Client’s account[s] at
    the independent custodian, with the Client’s written consent. Some asset-based fees are paid by electronic
    payment or check. All securities held in accounts managed by us will be independently valued by the
    Custodian. We will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing.

    Because of the way we charge Client fees, there is a conflict of interest in any recommendation, or lack of
    recommendation that would impact the amount of assets a Client has invested with us. In these cases, we
    evaluate our recommendation within the context of our fiduciary duty to recommend the course of action
    in the Client’s best interest, even at the expense of our own interest. However, Clients are encouraged to
    question any of our recommendations that impact the amount of their assets under management, to
    understand how our advice benefits them. We note that as a general rule, charging fees based on assets
    under management means that our best interest is aligned with that of our Clients since our fee only grows
    when their assets grow, and when their assets decline, so does our fee.

    Use of Independent Managers
    Clients referred by the Advisor to an Independent Manager will be charged a separate investment
    management fee by the Independent Manager.

    Financial Planning Clients
    Our standalone financial planning services are provided as an annual financial planning subscription fee,
    billed monthly in arrears. Fees typically range from $800 to $8,000 per month, based on the size of the
    client portfolio and depending on the scope and complexity of the services to be provided. Fees may be
    negotiable based on the nature and complexity of the services to be provided and the overall relationship
    with Milestone. While there is no required minimum timeframe, we anticipate that financial planning clients
    will transition to an ongoing investment management relationship over time.

    Clients are subject to a minimum annual fee of $10,000, which may be waived at our sole discretion.

    Other Fees and Expenses
    All fees paid to us for investment advisory services are separate from the fees and expenses charged by
    mutual funds and ETFs to their shareholders. Fees and expenses charged by mutual funds are described
    in each fund's prospectus. Clients are also responsible for brokerage, custodial, and/or transactions fees
    and expenses with respect to their accounts. Our recommended Custodians do not charge securities
    transaction fees for ETF and equity trades in Client accounts, but typically charge for mutual funds and
    other types of investments.

    Termination
    A Client agreement may be canceled at any time, by either party, for any reason, upon written notice to
    the other party. Clients who terminate our services will be charged a fee pro-rata for the portion of the
    service provided before termination.

7           Types of Clients

    We offer advisory services primarily to individuals, high net worth individuals, trusts, non-profit
    organizations, and small businesses.

    We do not impose a minimum amount of assets under management for establishing a relationship. We do
    impose a minimum fee which is outlined in Item 5 above.

    Our belief is that we can best help our clients with asset location, asset allocation, opportunistic
    rebalancing, cash management and tax planning if their assets are under our management. We work with
    clients who are willing to custody most of their assets at Fidelity Brokerage Services LLC (“Fidelity”).