Peirce Park Group Inc

Item 5: Fees and Compensation
     Investment Consulting and Management Fees

     PPG charges fees in three separate ways: 1) as a flat fee, 2) as a percentage of assets under
     advisement or management and 3) billed at an hourly rate. Fees are negotiable. For most
     clients, PPG negotiates a flat fee for its provision of investment consulting services, dependent
     upon the value of the client’s assets under management or advisement, complexity of portfolio,
     travel required, number of meetings per year, and various other relevant factors. Flat fees are
     billed quarterly in advance or in arrears dependent upon the client’s choice. In that way, the
     annual agreed upon fee is billed to the client in four separate installments. Flat fees may range
     from $0-$124,714 per year.

     For some clients, PPG negotiates a fee based upon a percentage of the client’s assets under
     advisement or management. This fee is based upon the same factors used to determine the
     flat fee. PPG charges a client quarterly based upon the value of the client’s assets under
     advisement or management as of the last day of the previous quarter. Fees are billed in advance
     or in arrears dependent upon the client’s choice. Fee percentages may range from 0.15% to
     0.76% of assets under advisement or management on an annual basis.

     Lastly, PPG may charge fees based upon an hourly rate negotiated with the client. This type of
     fee arrangement is typically used for ad hoc projects pertaining to consulting services. These
     fees will be based upon a determination of the specific nature and circumstances of the
     relationship between PPG and the client. These hourly charges are billed upon the conclusion
     of the services and are payable within 30 days of completion of the services.

     Terminations and Refunds. Generally, a client agreement may be canceled at any time and for
     any reason, by either party, upon at least 30 days’ written notice. However, terms related to
     termination and refunds are negotiated on a case-by-case basis and are contract specific. Upon
     termination, any paid but unearned fees will be promptly refunded, and any unpaid fees will be
     due and payable.

     Other Costs

     Outside of the annual fee paid to PPG, clients may also incur additional charges from investment
     service providers, such as investment manager fees, transaction costs, or custodial fees. If a
     client invests in mutual funds with the selected manager it may incur mutual fund ticket charges
     and other transaction charges. These fees are in addition to the fees paid by the client to PPG.
     Please refer to Item 12 for more information.

     None of PPG’s supervised persons receives compensation for the sale of securities or other
     investment products, nor by recommending managers for selection. Our firm does not offer any
     proprietary products for investment.

Peirce Park Group, Inc.                                                                May 2026     6

Item 7: Types of Clients
     PPG provides independent investment consulting and fiduciary services to institutions,
     individuals, families, family offices, registered investment advisors, trusts, and charitable
     organizations or other business entities.

     PPG does not have a minimum account size.

Peirce Park Group, Inc.                                                            May 2026     8