Milestones Private Investment Advisors LLC

Item 5:Fees and Compensation

      A.      Fees Charged

      All investment management clients will be required to execute an Investment Management
      Agreement that will describe the type of management services to be provided and the fees, among
      other items. Clients are advised that they may pay fees that are higher or lower than fees they
      may pay another advisor for the same services. Clients are under no obligation at any time to
      engage or to continue to engage, Milestones for investment services.

      Financial Planning

      In circumstances when financial planning is done on a stand-alone basis, the fees charged are
      based on the fee agreed upon by the adviser and client. The arrangement is typically provided on
      a fixed fee basis, and the fixed fees will range from $1,000 to $5,000. Financial planning fees
      are negotiable. These fees are dependent on the nature of the engagement and are decided
      upon on a case-by-case basis.

      Asset Management

      Generally, fees vary from 0.01% to 1.00% per annum of the market value of a client’s assets
      managed by Milestones. Fees are negotiable, and the fee range stated is a guide. The fee chosen
      within that range is determined in part by the nature of the account, including the size of the
      account, complexity of asset structures, the nature of the ongoing financial planning work needed
      for that particular client, the complexity of the portfolio, and other factors that would be dependent
      upon the specific client.

      Retirement Plan Consulting Services

      Generally, the arrangement is on a fixed fee basis with a range of $1,000 to $50,000. Retirement
      Plan Consulting fees are negotiable and are dependent on the nature of the engagement. Fees
      are negotiable, in the sole discretion of Milestones.

B.      Fee Payment

Financial Planning: Generally, fifty percent (50%) of the anticipated fee will be payable upon
signing the applicable Agreement, with the remainder due upon completion of the financial plan,
or as mutually agreed upon by the parties. Financial planning fees will be due upon receipt of
invoice from Milestones.

Asset Management:

Fees will be debited directly from each client’s account. The advisory fee is paid quarterly in
advance, and the value used for the fee calculation is net value of the account as of the last
business day of the previous quarter. Cash is included in the value if cash is part of the allocation.
This means that if your annual fee is 1.00%, we will take the previous quarter’s ending value,
multiply the value by 1.00%, and then divide by 4 to calculate our fee. To the extent there is cash
in your account, it will be included in the value for the purpose of calculating fees only if the cash
is part of an investment strategy. Once the calculation is made, we will instruct your account
custodian to deduct the fee from your account and remit it to Milestones. While almost all of our
clients choose to have their fee debited from their account, we will invoice clients upon request.

Clients whose fees are directly debited will provide written authorization to debit advisory fees
from their accounts held by a qualified custodian chosen by the client. Each quarter, the client
will receive a statement from their account custodian showing all transactions in their account,
including the fee.

Retirement Plan Consulting Services:

Retirement Plan Consulting Services are performed on a fixed fee basis, and the fee is paid
quarterly in advance. For plans whose assets are under the direction of Milestones, fees may be
debited directly from the plan or participant accounts or paid directly by the plan sponsor.

C.      Other Fees

There are a number of other fees that can be associated with holding and investing in securities,
such as transaction fees for the purchase or sale of a mutual fund or Exchange Traded Fund, or
commissions for the purchase or sale of a stock. Expenses of a fund will not be included in
management fees, as they are deducted from the value of the shares by the mutual fund
manager. For complete discussion of expenses related to each mutual fund, you should read a
copy of the prospectus issued by that fund. Milestones can provide or direct you to a copy of the
prospectus for any fund that we recommend to you. Any fees paid to third party managers are
separate from, and in addition to, fees paid to Milestones.

D.      Pro-rata Fees

If you become a client during a billing period, you will pay a management fee for the number of
days left in that billing period. If you terminate our relationship during a billing period, you will be
responsible for the payment of management fees for the portion of the billing period during which
you were a client. Once your notice of termination is received, we will assess pro-rated fees for
the number of days between the end of the prior billing period and the date of termination to be
paid in whatever way you direct (check, wire). Milestones will cease to perform services, including
processing trades and distributions, upon termination. Assets not transferred from terminated

       accounts within 30 (thirty) days of termination may be “de-linked”, meaning they will no longer be
       visible to Milestones and will become a retail account with the custodian.

       E.      Compensation for the Sale of Securities.

       This item is not applicable.

Item 7:Types of Clients

       Clients advised may include individuals, families, trusts, and charitable organizations and
       foundations, pensions and corporations. Milestones does not currently have a minimum account
       size required to be a client of the firm.