Myecfo LLC

Item 5: Fees and Compensation

 A. Fee Schedule

MYeCFO standard fee structure is 1.25% of Assets Under Management (AUM) / year, payable
quarterly. There is a standard minimum annual fee of $10,000, which may also be waived or
negotiated.

These fees are negotiable depending upon the needs of the client and complexity of the situation.
Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written
notice.

Because fees are charged in arrears, no refund policy is necessary. Clients may terminate their
accounts without penalty within five business days of signing the advisory contract. Upon
termination, fees will be pro-rated up to the date of termination. Advisory fees are withdrawn
directly from the client’s accounts with client written authorization. Lower fees for comparable
services may be available from other sources.

For all fees being withdrawn directly from client accounts, MYeCFO will provide a statement to
the client showing the amount of the fee being deducted, the value of the client’s assets upon
which this fee was based, and the specific manner in which the fee was calculated. It is the
client’s responsibility to verify the accuracy of the fee calculation, as the custodian will not do so,
and client should review every statement.

We calculate fees quarterly using the daily market values of each account whenever the data is
readily available. If the data is not available, we use to start and ending market values to determine
fees. Regardless of the methodology used, we will upload a spreadsheet or other document to the
client’s Box folder (or another secured storage medium) that provides details on how the fees were
determined for the quarter.

General Consulting Engagements

Hourly Fees

Standard fees for Advisors and other team members are always published here:

www.myecfo.com/hourly

The fees are negotiable and a depending on the scope of work, a custom contract may need to be
executed (e.g. when the engagement involves non-investment advisory work).

 B. Payment of Fees

Payment of Investment Supervisory Fees
Advisory fees are withdrawn directly from the client’s accounts with the client’s written
authorization. Fees are paid quarterly in arrears.

Advisory fees may also be invoiced and billed directly to the client quarterly in arrears. The fees
may also be automatically withdrawn for the convenience of the client.

Clients may select the method in which they are billed.

Payment of Financial Planning Fees

Hourly and consulting engagement fees are paid via check or credit card. Payments could be made
in arrears upon completion of the engagement, as a refundable retainer, a percentage of project
completion, or any other arrangement agreeable to both parties.

        C. Clients Are Responsible For Third Party Fees

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

        D. Prepayment of Fees

       MYeCFO collects its fees in arrears for investment supervisory fees. It may collect fees in advance for
       non-investment supervisory projects and work. The fees may or may not be refundable depending on
       the specific agreement with the client.

        E. Outside Compensation For the Sale of Securities to Clients

       Neither MYeCFO 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.

Item 7: Types of Clients

MYeCFO generally provides investment advice and/or management supervisory services to the
following types of clients:

           ❖ Individuals
           ❖ High-Net-Worth Individuals
           ❖ Businesses
           ❖ Non-Profits

Minimum Account Size

      We have minimum assets under management of $1 million, which may be waived under certain
      circumstances.