Pacific Financial Advisors Inc

ITEM 5. FEES AND COMPENSATION
Fees for these services will be based on a percentage of assets under management based on the following
tiered schedule:
         Assets Under Management                Annual Fee
         First $2,000,000                       1.0%
         Amount over $2,000,000                 0.85%

Where we have allocated some or all of your assets to another adviser on a sub-advisory basis, we pass that
adviser’s fees on to you, in addition to charging our own advisory fees. Clients receive a copy of the other
adviser’s ADV 2A disclosure brochure when we choose to have them manage assets on a sub-advisory basis.
We limit all-in advisory fees (Pacific Financial plus the third-party manager fees, if applicable) to 2%
annually.

OTHER FEES
We provide financial planning to clients who have engaged us for investment management. In most cases,
no additional fees apply. Clients may, however, choose to engage us for standalone financial planning on a
negotiable fixed fee basis based on complexity and unique client needs. Financial plans will be completed

Pacific Financial Advisors, Inc.                      Page 5                               ADV Part 2A

and delivered within six months. In some cases, existing management clients may have a specific planning
need outside the scope of the planning services we tend to assume. Where this applies, we may negotiate a
separate planning agreement that will describe the services and additional related fees.
Accounts within the same household may be combined for a reduced fee. Fees are negotiable and are billed
monthly in arrears based on the amount of assets managed as of the close of business on the last business
day of each month. All fees deducted from the custodial account will be reflected on the custodian’s
statement provided to clients at least quarterly. We urge clients to carefully review the statement and to
notify us promptly of any discrepancies.
Clients may terminate advisory services with 30 days written notice. The adviser will be entitled to a pro
rata fee for the days services were provided during the final month.
CLIENT RESPONSIBILITY FOR THIRD PARTY FEES
In addition to the advisory fees paid to the adviser, clients may also incur certain charges imposed by other
third parties, such as third-party investment advisers, broker-dealers, custodians, trust companies, banks
and other financial institutions. These additional charges may include securities brokerage commissions,
transaction fees, custodial fees, management and performance fees charged by independent investment
managers, margin costs, charges imposed directly by a mutual fund or ETF in a client's account, as
disclosed in the fund's prospectus (e.g., fund management fees and other fund expenses), deferred sales
charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes
on brokerage accounts and securities transactions.

ITEM 7. TYPES OF CLIENTS
The adviser’s services are offered to individuals, trusts, estates, and charitable organizations. The adviser
does not have a minimum account size or have any conditions for managing an account.