Patriot Investment Management Group Inc

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of your assets we manage and is
set forth in the following fee schedule:

Assets Under Management                  Maximum Annual Advisory Rate
Up to $50,000                            1.50%
$50,001 to $500,000                      1.00%
$500,001 to $1,000,000                   0.75%
Over $1,000,000                          Negotiable

Our annual portfolio management fee is billed and payable quarterly in advance based on the value of
your account on the last day of the previous quarter. In certain circumstances, and at our sole
discretion, we may negotiate other fee-paying arrangements with you.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

We will send you an invoice for the payment of our advisory fee, or we will deduct our fee directly from
your account through the qualified custodian holding your funds and securities. We will deduct our
advisory fee only when you have given our firm written authorization permitting the fees to be paid
directly from your account. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You should
review all statements for accuracy.

In circumstances where a client’s account receives contributions or experiences withdrawals during a
billing period, such cash flows will be accounted for by the custodian as of the close of the billing cycle.
Any corresponding fee adjustments resulting from these inflows or outflows will be applied in the
subsequent billing period.

Where we provide discretionary management services to certain retirement accounts, such as a 401(k)
account, through a third-party web-based platform, clients may pay via ACH, or via another investment
account under our management at Charles Schwab & Co., Inc.

You may terminate the portfolio management agreement upon written notice to our firm. Upon
termination, you will not receive a refund for the remainder of the quarter in which you terminate your
account. You will pay no further fees for subsequent quarters.

We encourage you to review the statement(s) you receive from the qualified custodian. If you find any
inaccurate information with the statement(s) you receive from the qualified custodian, please call our
main office number located on the cover page of this Brochure.

Financial Planning Services
We charge an hourly fee of $300 or $150 for services performed by our Investment Adviser
Representatives or Clerical Staff, respectively. We may also provide financial planning services on a
fixed fee basis with fees ranging from $500 to $3,000. Our fee is negotiable depending on the scope
and complexity of the plan, your situation, and your financial objectives. An estimate of the total
time/cost will be determined at the start of the advisory relationship. We require that you pay 50% of
the fee in advance and the remaining portion upon the completion of the services rendered. We will not
require prepayment of a fee more than six months in advance and in excess of $1,200. You may
terminate the financial planning agreement by providing written notice to our firm. You will incur a pro
rata charge for services rendered prior to the termination of the agreement. If you have pre-paid
advisory fees that we have not yet earned, you will receive a prorated refund of those fees.

The fees for ongoing, comprehensive financial planning services consist of: (1) an upfront charge
based on the hourly fee for financial planning services as set forth above (generally between three and
five hours); and, (2) an ongoing fee that is paid monthly, in advance, at the rate of $100 to $500 per
month. This service may be terminated with 30 days' notice.

Pension Consulting Services
Subject to negotiability, the compensation arrangement for these services will be based on a fixed fee,
an hourly fee, or a percentage of assets. All terms, including the agreed upon fee and payment
schedule, will be evidenced in the advisory agreement.

Either party to the pension consulting agreement may terminate the agreement upon 30-days' written
notice to the other party. The pension consulting fees will be prorated for the quarter in which the
termination notice is given and any unearned fees will be refunded to the client.

Selection of Other Advisers
Our recommendations to use third party asset managers are included in our portfolio management fee.

We do not charge you a separate fee for the selection of other advisers nor will we share in the
advisory fee you pay directly to the TPAM. Advisory fees that you pay to the TPAM are established
and payable in accordance with the Form ADV Part 2 or other equivalent disclosure document
provided by each TPAM to whom you are referred. These fees may or may not be negotiable. You
should review the recommended TPAM's brochure for information on its fees and services.

You will be required to sign an agreement directly with the recommended TPAM(s). You may terminate
your advisory relationship with the TPAM according to the terms of your agreement with the TPAM.
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Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates,
charitable organizations, corporations, and other business entities.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your Account if it falls below a minimum size which, in our sole
opinion, is too small to effectively manage.