Money Managers Inc

Item 5 Fees and Compensation
Portfolio Management Services
Our annual fee for portfolio management services range up to 2.00% of the market value of your
assets under our management. Assets in each of your account(s) are included in the fee assessment
unless specifically identified in writing for exclusion.

Our annual portfolio management fee is billed and payable, monthly in arrears, based on the balance
at end of billing period.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances. At our discretion, we will offset our portfolio
managment fees with the fees paid for financial planning services, when clients are implementing
a financial plan we have developed and will maintain.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement upon 30 days written notice. You will incur a
pro rata charge for services rendered prior to the termination of the portfolio management agreement,
which means you will incur advisory fees only in proportion to the number of days in the quarter for
which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive
a prorated refund of those fees.

Financial Planning Services
We charge a fixed fee for financial planning services, which generally ranges between $1 -
$25,000. The first half of the estimated fee is due in advance of services rendered with the remaining
balance payable upon completion of the contracted services. The fee is negotiable depending upon the
complexity and scope of the plan, your financial situation, and your objectives. We do not require you
to pay fees six or more months in advance. Should the engagement last longer than six months
between acceptance of financial planning agreement and delivery of the financial plan, any prepaid
unearned fees will be promptly returned to you less a pro rata charge for bona fide financial planning
services rendered to date.

We require that you pay the lesser of 50%, or $1,200, of the fee due in advance, and the remaining
portion upon the completion of the services rendered.

We will not require prepayment of a fee more than six months in advance and in excess of $1,200.

At our discretion, we may offset our financial planning fees to the extent you implement the financial
plan through our Portfolio Management Service.

You may terminate the financial planning agreement upon 30 days written notice to our firm. If you
have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of
those fees. If financial planning fees are payable in arrears, you will be responsible for a prorated fee
based on services performed prior to termination of the financial planning agreement.

Wealth Management Services
Our annual fee for wealth management services is based on the market value of your assets under our
management, according to the following fee schedule.

           Assets Under Management                                       Annual Fee
                $1 - $1,000,000                                            1.25%

             $1,000,001 - $2,500,000                                        1.00%

             $2,500,001 - $5,000,000                                        0.75%

                    >$5,000,000                                             0.50%

Assets in each of your account(s) are included in the fee assessment unless specifically identified in
writing for exclusion.

Our annual wealth management services fee is billed and payable, monthly in arrears, based on the
balance at end of billing period.

If the wealth management services agreement is executed at any time other than the first day of a
calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable
in proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement upon 30 days written notice. You will incur a
pro rata charge for services rendered prior to the termination of the portfolio management agreement,
which means you will incur advisory fees only in proportion to the number of days in the quarter for
which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive
a prorated refund of those fees.

Pension Consulting Services
Our advisory fees for these customized services will be negotiated with the plan sponsor or named
fiduciary on a case-by-case basis.

You may terminate the pension consulting services agreement upon 30 days written notice to our firm.
You will incur a pro rata charge for services rendered prior to the termination of the agreement, which
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Item 7 Types of Clients
We offer investment advisory services primarily to individuals, high net worth individuals, and small
businesses.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your Account if it falls below a minimum size which, in our sole
opinion, is too small to manage effectively.

We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.