My Portfolio Guide LLC

Item 5: Fees and Compensation

MPG provides investment supervisory services to clients based on the fee schedules outlined below:

Fees for Separately Managed Accounts

                Total Assets Under Management               Annual Fee

                $1 - $1,000,000                             0.90%
                $1,000,001 - $2,000,000                     0.80%
                $2,000,001 - $3,000,000                     0.70%
                $3,000,001 - $5,000,000                     0.50%
                Above $5,000,000                            0.40%

Fees for Retirement Plans

                Total Assets Under Management             Annual Fee

                $1 - $3,000,000                           0.45%
                $3,000,001 - $5,000,000                   0.35%
                $5,000,001 - $10,000,000                  0.25%
                $10,000,001 - $20,000,000                 0.20%
                Above $20,000,000                         0.15%

These fees are negotiable depending upon the needs of the client and complexity of
the situation, and the final fee schedule is attached as Exhibit II of the Investment
Advisor Contract. Fees will be withdrawn directly from the client’s account quarterly in
arrears. Clients may also choose to have fees billed quarterly in arrears, with fees to be paid via
check upon receipt invoice. When fees are deducted directly by the Custodian, MPG must have
written authorization from the client to withdraw fees, and they must also have a custodian
who sends at least a quarterly statement showing all debits.

Clients may terminate their accounts without penalty within 5 business days of signing the advisory
contract. Fees for all services provided will be due upon termination if the client wishes to discontinue
the relationship with MPG.

In cases where MPG provides financial planning services or consulting to clients for a fee, the hourly rate
will be $250 to $500 depending on the needs of the client and complexity of the situation. The fees are
negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.
Fees are paid in arrears upon completion. Because fees are charged in arrears, no refund is necessary.
The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning
Agreement. Fees will be invoiced to the client with payment to be paid by check. Clients may terminate
their accounts without penalty within 5 business days of signing the advisory contract. Fees for all
services provided will be due upon termination if the client wishes to discontinue the relationship with
MPG.

Clients are responsible for the payment of all third-party fees (i.e. custodian fees, mutual fund fees,
transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged by
MPG. Please see Item 12 of this brochure regarding broker/custodian.

Neither MPG nor its supervised persons accept any compensation for the sale of securities or other
investment products, including asset-based sales charges or services fees from the sale of mutual funds.

MPG does not accept performance-based fees or other fees based on a share of capital gains on
or capital appreciation of the assets of a client.

MPG generally provides investment advice and/or management supervisory services to
Individuals, High-Net-Worth Individuals, Pension and Profit-Sharing Plans.

MPG’s methods of analysis include charting analysis, fundamental analysis, and technical analysis.

MPG offers two main equity strategies: the MPG Dividend Driver Strategy and the Disciplined Investor
Strategy. Each portfolio model or strategy has 6 different allocations customized to the risk tolerance of
the specific investor. They are actively managed and monitored and allow us to tactically allocate within
a set range of parameters/bandwidths.

A charting analysis involves the use of patterns in performance charts. MPG uses this technique to
search for patterns used to help predict favorable conditions for buying and/or selling a security. This
strategy involves using and comparing various charts to predict long and short-term performance or
market trends. The risk involved in solely using this method is that only past performance data is
considered without using other methods to crosscheck data. Using charting analysis without other
methods of analysis would be making the assumption that past performance will be indicative of future
performance. This may not be the case.

A fundamental analysis involves the analysis of financial statements, the general financial health of
companies, and/or the analysis of management or competitive advantages. This strategy concentrates
on factors that determine a company’s value and expected future earnings. This strategy would
normally encourage equity purchases in stocks that are undervalued or priced below their perceived
value. The risk assumed is that the market will fail to reach expectations of perceived value.

A technical analysis involves the analysis of past market data, primarily price and volume. This strategy
attempts to predict a future stock price or direction based on market trends. The assumption is that the
market follows discernible patterns and if these patterns can be identified then a prediction can be
made. The risk is that markets do not always follow patterns and relying solely on this method may not

work long term.

MPG uses long term trading, short term trading, and short sales strategies. Long term trading is
designed to capture market rates of both return and risk. Frequent trading, when done, can affect
investment performance, particularly through increased brokerage and other transaction costs and
taxes. Short term trading and short sales generally hold greater risk and clients should be aware that
there is a material risk of loss using any of those strategies. MPG generally seeks investment strategies
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