Oakmont Advisory Group LLC

Item 5: Fees and Compensation

For clients whose assets are managed through the Signal Advisors Wealth, LLC platform, a
platform fee of 0.30% annually is charged in addition to Oakmont Advisory Group\'s reduced
management fee. The combined fee is billed monthly in arrears and collected directly from the
client\'s custodial account at Altruist Financial, LLC. The total combined fee charged to clients
on the Signal Advisors platform ranges from 0.55% to 1.30% annually depending on the client\'s
asset level, as set forth in the firm\'s fee schedule.

       A. Fee Schedule

       Portfolio Management Fees

        Total Assets Under Management         Annual Fees
        $1 - $500,000                         1.20%

        $500,001 - $1,000,000                 0.95%

        $1,000,001 - $3,000,000               0.75%

        $3,000,000 - AND UP                   0.45%

OAK uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of OAK's fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract generally
with 30 days' written notice.

Selection of Other Advisers Fees

OAK will be compensated via a fee share from the advisers to which it directs those
clients. This relationship will be memorialized in each contract between OAK and each
third-party adviser. The fees shared will not exceed any limit imposed by any regulatory
agency.

OAK may direct clients to Signal Advisors. The annual fee schedule is as follows:

    Total Assets Under
                                  Total         OAK’s Fee          Signal’s Fee
    Management

    $1- $500,000                  1.30%         1.00%              0.30%

    $500,001 – $1,000, 000
                                  1.05%         0.75%              0.30%

    $1,000,001 - $3,000,000       0.85%         0.55%              0.30%

    $3,000,001 - AND UP           0.55%         0.25%              0.30%

OAK may direct clients to Brookstone Capital Management The annual fee schedule is as
follows:

    Total Assets Under                                            Brookstone’s
                            Total              OAK’s Fee
    Management                                                    Fee

    $1- $250,001            1.50%              0.95%              0.55%

    $250,001 – $500,000
                            1.40%              0.85%              0.55%

    $500,001- $750,000      1.25%              0.75%              0.50%

    $750,001 - $1,000,000   1.15%              0.65%              0.50%

    $1,000,001 – AND UP     0.90%              0.45%              0.45%

OAK may direct clients to Gradient Investments. The annual fee schedule is as follows:

    Total Assets Under                                            Gradient’s
                            Total              OAK’s Fee
    Management                                                    Fee

    $1- $250,001            1.95%              0.95%              1.00%

    $250,001 – $500,000
                            1.85%              0.85%              1.00%

    $500,001- $750,000      1.75%              0.75%              1.00%

    $750,001 - $1,000,000   1.65%              0.65%              1.00%

    $1,000,001 – AND UP     1.45%              0.45%              1.00%

OAK may direct clients to CLS Investments, LLC. The annual fee schedule is as follows:

    Total Assets Under
                            Total              OAK’s Fee          CLS’s Fee
    Management

    All Assets              0.90%              0.65%              0.25%

OAK uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals. for purposes of determining the market
value of the assets upon which the advisory fee is based.

These fees are negotiable.

Pension Consulting Services Fees

Asset-Based Fees for Pension Consulting

        Total Assets Under Management         Annual Fee
        $1 - $500,000                         1.20%

        $500,001 - $1,000,000                 0.95%

        $1,000,001 - $3,000,000               0.75%

        $3,000,001 - AND UP                   0.45%

OAK uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market
value of the assets upon which the advisory fee is based.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement.

Clients may terminate the agreement without penalty for a full refund of OAK's fees
within five business days of signing the Investment Advisory Contract. Thereafter, clients
may terminate the pension consulting agreement generally with 30 days' written notice.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a monthly basis. Fees are paid in arrears.

Payment of Pension Consulting Fees

Asset-based pension consulting fees are withdrawn directly from the client's accounts
with client's written authorization on a monthly basis. Fees are paid in arrears.

Payment of Selection of Other Advisers Fees

Fees for selection of Brookstone Capital Management as third-party adviser are
withdrawn directly from the client's accounts with client's written authorization. Fees are
paid monthly in arrears.

Fees for selection of CLS Investments, LLC as third-party adviser are withdrawn directly
...

Item 7: Types of Clients

OAK generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Pension and Profit Sharing Plans

OAK generally requires a minimum household account value of $100,000 to open and maintain
an account. This minimum may be waived at the discretion of the Advisor based on client needs
and portfolio complexity.