Oasis Advisors LLC

Item 5: Fees and Compensation

A. Fee Schedule
Portfolio Management Fees
A typical fee schedule is shown below, but the final fee is memorialized on the advisory
agreement:

        Total Assets Under Management              Annual Fees
        $0 - $100,000                              1.50%

        $100,001 - $500,000                        1.35%

        $500,001 - $1,500,000                      1.20%

        $1,500,001 - $5,000,000                    1.05%

        $5,000,001 - $10,000,000                   0.90%

        $10,000,001 - AND UP                       Customizable

OASIS ADVISORS fees are paid monthly in arrears. The balance in the client’s account on
the last day of the billing period is used to determine the market value of the assets upon
which the advisory fee is based.

Clients may terminate the agreement without penalty for a full refund of OASIS
ADVISORS' 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
OASIS ADVISORS 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
OASIS ADVISORS and each third-party adviser. The fees shared will not exceed any limit
imposed by any regulatory agency.
Pension Consulting Services Fees
The rate for pension consulting services is between 0.25% and 1.50% of the plan assets for
which OASIS ADVISORS is providing such consulting services.

Financial Planning Fees
Financial Planning/Consulting Fees may be separate from advisory fees discussed
elsewhere. Financial Planning/Consulting Fees are negotiable. Each IAR will negotiate a
financial planning/consulting fee with the client and quote a fee prior to any services
being rendered. IARs may charge based on a flat or hourly fee. The fee will be based on
several factors including but not limited to: the services requested by the client; the
complexity of the client’s situation; the number of meetings required to complete the
requested services; the number of parties and/or other professionals involved; the areas
of review and analysis; the staff resources, travel, time and research needed; and the
savings to the client as a result of the services. Fees may be different from one IAR to
another.

IARs who provide Subscription Financial Planning Services may charge based on a fixed
or tiered fee on a monthly or quarterly basis. IARs may also charge an onboarding fee for
new clients entering subscription financial planning services.

Clients may terminate, with written notice to OASIS ADVISORS, planning and/or
consulting advisory services within five business days after entering into the advisory
agreement, without penalty or obligation and for a full refund of any prepaid fees. After
five business days of entering into the financial planning advisory agreement, clients may
terminate upon OASIS ADVISORS’ receipt of a client’s written notice to terminate. If fees
have been prepaid and a financial planning engagement is terminated prior to
completion, the client will be entitled to a refund of unearned fees. After completion and
presentation of the services no refunds will be issued.

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 Selection of Other Advisers Fees
The timing, frequency, and method of paying fees for selection of third-party managers
will depend on the specific third-party adviser selected.
Payment of Pension Consulting Fees
Asset-based pension consulting fees are withdrawn directly from the client's accounts
with client's written authorization or may be invoiced and billed directly to the client.
Clients may select the method in which they are billed. Fees are paid monthly or quarterly.
Fees are paid in advance or arrears.

Payment of Financial Planning Fees

Financial planning fees are paid via check or direct debit from a non-retirement account.

Financial planning fees are paid in advance, but we will never collect more than $1,200 six
months in advance. The balance will be due upon presentation of the plan. Fees can also
be paid monthly, quarterly, or semiannually.

Payment of Subscription Fees
Subscription fees are paid via check or direct debit from a non-retirement account. Fees
are paid monthly.

C. Client Responsibility 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 OASIS ADVISORS. Please see Item 12 of
this brochure regarding broker-dealer/custodian.

D. Prepayment of Fees

OASIS ADVISORS collects certain fees in advance and certain fees in arrears, as indicated
above. Refunds for fees paid in advance but not yet earned will be refunded on a prorated
basis and returned within fourteen days to the client via check or return deposit back into
the client’s account.

Fixed fees that are collected in advance will be refunded based on the prorated amount of
work completed at the point of termination.

       E. Outside Compensation For the Sale of Securities to Clients

       Korey Doucette, Narsing Kommireddi, Rukmini Sunkara and Seth Kelley, in their
       outside business activities (see Item 10 below) are licensed to accept compensation for
       the sale of investment products to OASIS ADVISORS clients. This presents a conflict of
       interest and gives the supervised persons an incentive to recommend products based on
       the compensation received rather than on the client’s needs. When recommending the
       sale of securities or investment products for which the supervised persons receive
...

Item 7: Types of Clients
OASIS ADVISORS generally provides advisory services to the following types of clients:
       ❖      Individuals
       ❖      High-Net-Worth Individuals
       ❖      Corporations or Business Entities
       ❖      Pension and Profit-Sharing Plans

There is no account minimum for any of OASIS ADVISORS’ services.