Peterson Wealth Services Inc

Item 5 - Fees and Compensation

 Investment Management
    The Adviser bases its fees on a percentage of assets under management paid quarterly in advance
    based on market value of the previous quarter. Fees are deducted from the client account to
    facilitate billing as authorized by the investment management agreement. Although the Advisory
    Service Agreement is an ongoing agreement and constant adjustments are required, the length of
    service to the client is at the client’s discretion. The client or the investment manager may
    terminate an Agreement by written notice to the other party. At termination, fees will be billed on
    a pro-rata basis for the portion of the quarter completed. The portfolio value at the completion of
    the prior full billing quarter is used as the basis for the fee computation, adjusted for the number of
    days during the billing quarter prior to termination. The investment management fees are
    negotiable at the sole discretion of the Adviser.

                      Annualized Investment Management Fees
                      Account                     Account Value                  Annual
                      Value From                  To                             Percentage
                                                                                 Fee
                            $0                    $500,000                       1.75%
                        $500,001                  $1,000,000                     1.50%
                       $1,000,001                 $2,000,000                     1.25%
                       $2,000,001                 $5,000,000                     1.00%
                       $5,000,001                 And Above                      Negotiable

    The schedules indicated above are not the only fee structures available to our clients. Clients may
    be assigned a different fee schedule than the fees indicated above. As a result, some clients may
    pay a fee that may be higher or lower than the above stated fees. However, our fees are negotiable
    based upon a variety of factors including, but not limited to, the size of relationship, services offered
    and complexity of the relationship. In all cases, a client's assigned fee will be specified in the
    Investment Advisory Agreement that will be signed prior to the commencement of the working
    relationship with our firm.

 Retirement Plan Advisory Service Fees
    For Retirement Plan Advisory Services compensation, we charge an advisory fee as negotiated with

   the Plan Sponsor and as disclosed in the Employer Sponsored Retirement Plans Consulting
   Agreement (“Plan Sponsor Agreement”). Our maximum advisory fees do not exceed 0.75%
   annually.

   Typically, the billing period for these fees are paid quarterly. This fee is generally negotiable, but
   terms and advisory fee is agreed to in advance and acknowledged by the Plan Sponsor through the
   Plan Sponsor Agreement and/or Plan Provider’s account agreement. Fee billing methods vary
   depending on the Plan Provider.

   Either Peterson Wealth or the Plan Sponsor may terminate the Agreement upon 30 days written
   notice to the other party. The Plan Sponsor is responsible to pay for services rendered until the
   termination of the Agreement.

Sub Advisory Fees
    As discussed in Item 4 above, there will be occasions where an independent Registered Investment
    Advisory firm acts as a sub-adviser to our Firm. In those circumstances, the other investment
    adviser manages the assets based upon the parameters provided by our Firm. Under this
    arrangement, the Independent Registered Investment Advisory Firm collects the client advisory fee
    as described above (not to exceed 1.75%) and then pays out our Firm a portion of advisory fee based
    on the assets under management for such services as outlined in the Agreement between our Firm
    and the sub-advisor.

Financial Planning Fees
   Peterson Wealth provides Comprehensive Financial Planning for a separate, fixed fee. Fees are
   negotiable and start at $5,000. Fees may vary based on the extent and complexity of your individual
   or family circumstances and the amount of your assets under our management. Our fee will be
   agreed in advance of services being performed. The fee will be determined based on factors
   including the complexity of your financial situation, agreed upon deliverables, and whether you
   intend to implement any recommendations through Peterson Wealth. 50% of financial planning
   fees are due upon execution of the financial planning agreement and the remainder is due upon
   delivery of the plan. Typically, we complete a plan within a month and will present it to you within
   90 days of the contract date, if you have provided us all information needed to prepare the financial
   plan.

   Financial Planning fees can be paid via check to Peterson Wealth or can be invoiced and processed
   through a third-party nonaffiliated service, Merchant One, or can be paid through a taxable
   brokerage account. The specified payment method is defined in the Financial Planning Agreement.
   With Merchant One, Clients will be asked to set up their credit card at Merchant One to enable
   credit card payments. While Merchant One allows firms like Peterson Wealth to receive payments
   directly from the client’s credit card, it does not give Peterson Wealth access to the client’s credit
   card information. Peterson Wealth is not able to initiate any additional payments via Merchant One
   as agreed upon and outlined in the Agreement.
   If you choose to terminate the financial planning agreement by providing us with written notice.
   Upon termination, fees will be prorated to the date of termination and any earned portion of the
   fee will be billed to you based on the hours that our firm has spent on creating your financial plan
...

Item 7 - Types of Clients

 Description
    The Adviser generally provides investment advice to individuals, pension, and profit- sharing plans,
    trusts, estates, or charitable organizations, corporations or business entities, divorcee’s,
    independent women. Client relationships vary in scope and length of service.

 Account Minimums
    The firm requires an account minimum of $1,000,000 to engage investment advisory services. The
    Adviser has the sole discretion to waive the account minimum.