Miller Capital Partners Inc

Item 5 – Fees and Compensation
TYPES OF FEE ARRANGEMENTS

All of our fee agreements are outlined in a written agreement signed by you and us. We charge our
fees in one of three different ways:

   percentage of assets
   hourly charges
   fixed fees

You pay our fees directly by check or by deduction from your account (your choice). We do not receive
any form of compensation from any other source, including from commissions, transaction fees or other
fees related to your accounts.

Our attached fee schedule lists our fees paid as a percentage of assets under our management or
subject to our advisement. These percentage fees are negotiable under special circumstances relating to
reasonableness and fairness to both the client and us based on the nature of services provided. In the

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past, when our fee schedule changed, the new fee schedule applied only to future clients. We have
historically honored our original fee schedule agreed to with clients, but that could change in the future.
We do not anticipate frequent changes in our fee schedule, but that could change in the future.

In the past, we have rarely agreed to charge hourly fees for our work because:

   clients have not asked for hourly fee agreements very often
   in our experience, hourly fee agreements can be less helpful to close client relationships as compared
    to other fee arrangements.

We often agree with clients to charge a fixed annual fee (adjustable annually) that is negotiated to
reflect the type of work we perform.

METHOD OF FEE PAYMENT

We charge our fees monthly, quarterly or semi-annually, depending on our written agreement with you. The
type of services and size of the accounts usually determines the frequency of our fees. We do not ask you to
prepay our fees prior to providing services. If fees are prepaid by you, we do not accept payments for more
than three months of work in advance. If we stop working together, we promptly refund any prepaid fees
that were paid for future work not yet performed by us (see the Termination of Services section below).

You can choose to pay our fees by mailing us a check or by deduction from your custodial account. If you
choose to pay by check, we will send the invoice to you by mail or e-mail (your choice). If you choose to
pay us by deduction from your account, the custodian will require you to sign a document (one-time)
permitting them to pay our invoices. We will send your invoice to the custodian for payment, but only
after we have sent you our fee calculation amount for your review.

CALCULATION OF PERCENTAGE OF ASSET FEES

Percentage of asset fees are calculated on the average assets under management or advisement on the
first day of each of the previous three months (for quarterly invoices) or previous six months (for semi-
annual invoices). The fee is a payment for the previous quarter or semi-annual period of services. Fees
for the initial period, if less than a full invoice period, will be prorated for the actual number of days the
relationship was in effect in the initial period, and are payable based on the initial value of the account.
If the account value is increased by additional deposits during the first invoice period, then the fee for
the initial period will be re-calculated using the initial value of the account plus the additional deposits in
the initial period, payable with the fee for the first invoice period.

TERMINATION OF SERVICES

You can terminate our services at any time. We can do the same. The termination is effective when one
of us receives written notice of termination from the other. We prorate our fee (for the actual number of
days the relationship was in effect during the invoice period) to the date the written notice is received.
We refund you prepaid but unearned fees within ten days. You will need to pay us earned but unpaid
fees within ten days. These details are in the written investment agreement signed by you and us.

OTHER FEES AND EXPENSES

The fees we charge for our services are separate and apart from any brokerage commissions,
transaction fees, or other fees that may be charged to you by a third-party or your custodian. For
example, your custodian may charge:

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   a commission to buy or sell a security
   a transaction fee to buy or sell a mutual fund
   a custodial fee just for having an account
   wire transfer or electronic transfer fees
   certificate delivery fees
   deferred sales charges or early redemption fees on certain securities
   other fees on brokerage accounts and transactions.

Mutual funds and exchange traded funds also charge internal management fees, which are disclosed in a
fund’s prospectus. An outside investment advisor that is retained to manage your assets may also charge
their own fees. We will not receive any portion of these commissions, fees, and costs. In Item 12, we
describe the factors we use when asked to recommend a custodian or broker-dealer for your accounts or
transactions.

Item 7 – Types of Clients
We offer our services to individuals, pension and profit- sharing plans, corporations and business
entities, trusts, estates, foundations and endowments, and other charitable organizations. We do not
require you to have a minimum account size or pay a minimum fee. However, some services may
only be well-suited to accounts of a certain size and we will inform you if that is the case.