Paladin Wealth LLC

(Item 5: Fees and Compensation) and in our Investment Proposal and Contract (Schedule
D: Schedule of Fees).
The above fees are negotiable. Fees are assessed quarterly in arrears based on the amount
of the assets managed as of the end of the previous quarter. All management fees are
withdrawn from the Client’s account unless otherwise noted. GI will receive written
authorization from the Client to deduct advisory fees from their account held by a
qualified custodian. GI will pay PW their share of the fees. PW does not have access to
deduct Client fees. Clients may terminate their account within five (5) business days of
signing the investment advisory agreement without penalty or obligation. For
terminations after the initial five business days, GI will be entitled to a pro-rata fee for the
days service was provided in the final quarter. GI will pay PW their portion of the final fee.
Incentive Program - GI
In addition to the regular advisory fee, GI has instituted a long-term incentive
arrangement by PW can share in GI’s portion of the management fee. This does not
change the cost to the Client; it is a sharing arrangement paid from GI’s portion of the
advisory fee. The incentive arrangement will be paid annually according to the following
table:
           PW Quarterly AUM with GI                     Participation rate in GI’s fee
                 $10,000,000                                        3.00%
                 $25,000,000                                       10.00%
                 $50,000,000                                       12.50%
                 $75,000,000                                       15.00%
Once PW reaches and maintains the thresholds listed above, the participation rate applies
to all of the AUM for the quarter.
To receive the incentive award, PW needs to meet two qualifications. First, the quarter
end billable AUM must be above the threshold amounts specified. Second, PW must be an

                                      Paladin Wealth, LLC

 advisor “in good standing” with GI at the time the annual checks are issued. “In good
 standing” means the advisor is proactively placing assets with GI.
 This relationship will be disclosed to the Client in each contract between PW and Third
 Party Money Manager. PW does not charge additional management fees for Third Party
 managed account services. Client's signature is required to confirm consent for services
 within Third Party Investment Agreement. Client will initial PW Investment Advisory
 Agreement to acknowledge receipt of Third Party fee Schedule and required documents
 including Form ADV Part 2 disclosures.
 CLIENT DIRECTED ACCOUNTS
 PW does not charge a fee for client directed accounts.
 ERISA PLAN SERVICES
 The annual fees are based on the market value of the Included Assets and will not exceed
 1%. Fees are charged either quarterly or monthly and in arrears or advance, depending
 on the plan. Fees are based on the assets as calculated by the custodian or record keeper
 of the Included Assets (without adjustments for anticipated withdrawals by Plan
 participants or other anticipated or scheduled transfers or distribution of assets) on the
 balance as of the last day of the previous billing cycle. If the services to be provided start
 any time other than the first day of a billing cycle, the fee will be prorated based on the
 number of days remaining in the cycle. If this Agreement is terminated prior to the end of
 the fee period, PW shall be entitled to a prorated fee based on the number of days during
 the fee period services were provided, or Client will be entitled to a pro rata refund.
 The compensation of PW for the services is described in detail in Schedule A of the ERISA
 Plan Agreement. The Plan is obligated to pay the fees; however, the Plan Sponsor may
 elect to pay the fees. Client may elect to be billed directly or have fees deducted from Plan
 Assets. PW does not expect to receive any additional compensation, directly or indirectly,
 for its services under this Agreement.
 FINANCIAL PLANNING and CONSULTING
 PW charges either an hourly fee for one-time planning services or a fixed fee for ongoing
 financial planning. Prior to the planning process the client will be provided an estimated
 plan fee. The services include but are not limited to a thorough review of all applicable
 topics including Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. Client will
 pay the estimated fee at the signing of the agreement. Services are completed and
 delivered inside of ninety (90) days. Client may cancel within five (5) business days of
 signing the Agreement for a full refund. If the client cancels after five (5) business days,
 any unearned fees will be refunded to the client.
      HOURLY FEES
      One-time Financial Planning Services are offered based on an hourly fee of $350 per
      hour. Client will pay the fee at the signing of the agreement.
      FIXED FEES
      Ongoing Financial Planning Services are offered based on a fixed fee between $500
      and $25,000. Fees are billed either monthly or quarterly.
Client Payment of Fees
 Asset management fees will be deducted by the custodian from the client account.
 ERISA fees will be billed according to the ERISA agreement and either deducted from Plan
 assets or paid directly by the Plan Sponsor.

                                      Paladin Wealth, LLC

  Fees for financial plans are payable direct to PW by check or credit card.
 Additional Client Fees Charged
  Custodians may charge transaction fees on purchases or sales of certain mutual funds,
  equities, and exchange-traded funds. These charges may include Mutual Fund
  transactions fees, postage and handling and miscellaneous fees.
  PW, in its sole discretion, may waive its minimum fee and/or charge a lesser investment
  advisory fee based upon certain criteria (e.g., historical relationship, type of assets,
...

Item 7: Types of Clients
 Description
  PW generally provides investment advice to individuals, pension and profit sharing plans,
  trusts, estates, or charitable organizations, corporations or business entities.
  Client relationships vary in scope and length of service.
 Account Minimums
  PW does not require a minimum to open an account, but some third party money
  managers may have minimums which would be disclosed in the documents provided by
  the third party money manager.

                                       Paladin Wealth, LLC