Old Field Advisors LLC

Item 5         Fees and Compensation
Financial Planning Fees
Old Field Advisors offers time based financial planning services billed at an hourly fee of

               $420 per hour           for lead advisors’ time
               $200-300 per hour       for financial planners’ time
               $150 per hour           for administrative support
Billable time is accrued in fifteen-minute increments, and a partial increment will be treated as
a whole. We discuss the services you need and provide you with a quote on planning projects
cost for your acceptance before proceeding on your analysis.

Note that we use client portals managed by eMoney, a subsidiary of Fidelity Investments, for
electronic data exchange. Those portals are a convenience for our clients, improve data
integrity and are included in our fee structure. Manual data entry is available upon request for
an additional charge, billed at a rate of $150 per hour.

After the initial engagement, many clients use the firm's services on a periodic, as-needed
basis. If a client's needs are sporadic and their account is in good standing, in our discretion,
we will bill in arrears. If a client expects to need more consistent follow up, we offer wealth
management services.

The firm requires a deposit for financial planning projects in the amount of the lesser of $840
or 100% of the fee. The balance of fees due are payable upon our presentation of the plan or
advice to you or your legal agent.

Wealth Management Fees
Wealth management fees for integrated financial planning and investment management are
determined by the complexity of your financial concerns and overall portfolio, the number of
individual accounts under advisement or management, and similar considerations.

   ⮚ Wealth management fees are fixed annual retainers, reviewed annually, and paid 25%
     each quarter, in arrears.
   ⮚ Old Field Advisors does not have a minimum asset policy but we do charge a minimum
     fee of $6,500 per annum.

   ⮚ The services to be provided and a client’s wealth management fee are detailed in a
     written service agreement.
Depending upon the size of the portfolio and the complexity of the services to be provided, we
may require an initial set up fee of up to one-half the annual wealth management fee.
Thereafter, fees are billed quarterly in arrears and will be deducted from one or more
managed accounts, in accordance with your preference. Partial periods of service will be pro-
rated for the number of days the agreement has been in force.

Wealth management clients authorize the firm to deduct its quarterly fee directly from a
managed account on the last business day of the quarter billed. Client’s account statements
will reflect the deduction of the fee. If the account does not contain sufficient funds to pay our
fees, we will be granted limited authority to sell or redeem securities in sufficient amounts to
pay our wealth management fees. Except in the case of ERISA and IRA accounts, a client may
reimburse their account for advisory fees paid to the firm.

Old Field Advisors' fees are reviewed annually and are based on multiple factors beyond assets
under management. Clients or the firm may request an adjustment to the wealth
management fee if there is a material change in the assets managed or client needs. Common
causes for such a review might include a change in circumstances that require adjustments to
a client’s financial plan and the reallocation of assets under our management or significant
changes in assets brought into or withdrawn from a client’s investment portfolio.

In all instances, clients share responsibility for verifying the accuracy of fee calculations in an
invoice and/or statement.

Third-Party Fees
Clients will also incur certain charges imposed by third parties (custodians, broker-dealers,
platforms, and others) regarding investments made in the account(s). Third party charges may
include but are not limited to brokerage commissions; transaction, exchange, trade away and
clearing fees; account, wire, and electronic fund transfer fees; margin interest; custodial fees;
administration and termination fees; and other costs and expenses. If a sub-adviser is used for
your account, you will pay that entity its sub-advisory fees. Old Field does not receive any
portion of these commissions, fees, and charges.

Old Field Advisors typically invests client assets in mutual funds and exchange-traded funds
(ETFs). The costs and expenses charged by these fund(s) to their shareholders, such as
management and administrative fees, are in addition to Old Field Advisors’ advisory fees.

Termination of Services
Either party may terminate an advisory agreement at any time, by notice in writing. If you are
a new client, you may terminate an agreement with our firm within five business days after
signing an engagement agreement without penalty. Should you terminate an engagement,
you will be invoiced for any time charges incurred by our firm prior to the receipt of your
cancellation notice but any unearned amount will be returned to you within 30 days.

The firm reserves the right to terminate any financial planning engagement when a client has
refused to provide information necessary and appropriate to complete the engagement.

Following receipt of a termination notice, the firm will not be responsible for future asset
allocations, transactional services, or investment advice. Wealth management clients or their
legal representatives are responsible for ensuring the transfer of any portfolio, account, or
account residual to the receiving service provider.

Item 7         Types of Clients
We offer our services to individual investors, trusts, estates, foundations, non profit
organizations, and businesses of various scale to assist them in meeting their financial
objectives in a cost-effective way.