Pinnacle Wealth Management Partners 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         Annual Fee
                               First $500,000                  1.6%
                               $ 500,001 to
                                                               1.40%
                               $1,000,000
                               $1,000,001 to $2,000,000        1.20%
                               Over $2,000,000                 1.00%

Depending on the arrangements made at the inception of the engagement and the custodian used, we
may either bill our annual portfolio management fee quarterly in advance or monthly in arrears. In most
cases the fee is based on the value of your account on the last business day of the previous quarter or
the last day of the billing cycle. However, depending on the sub-adviser used, the fee may alternatively
be determined based on the average daily balance during the billing period. 401(k) Plans are billed
monthly in advance.

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 deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when the following requirements are met:

    • You provide our firm with written authorization permitting the fees to be paid directly from your
      account held by the qualified custodian.
    • The qualified custodian agrees to send you a statement, at least quarterly, indicating all
      amounts dispersed from your account including the amount of the advisory fee paid directly to
      our firm.

You may terminate the portfolio management agreement upon 30-days' written notice to our firm. You
will incur a pro rata charge for services rendered prior to the termination of the portfolio management
agreement, which means you will incur advisory fees only in proportion to the number of days in the
quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you
will receive a prorated refund of those fees. For example, if the quarterly fee was $3,000 and the
cancellation is effective as of the middle of the quarter, you would be entitled to a refund of one-half of
the fee or $1,500. If cancellation was effective as of two months into the quarter, you would receive a
refund of one-third of the fee or $1,000.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and 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 and Consulting Services
Our fees for Financial Planning and Consulting Services vary depending on the type of package you
purchase. (See also, Additional Fees and Expenses below for more information).

As noted above, we do not charge for our Bronze Level of service if you have engaged us for Portfolio
Management. Or fee for our Bronze Level of service is included in the Portfolio Management Fee
described above.

Silver Plan:
The cost for the entire package is a one-time amount of $975. The initial remittance of one-half of the
fee (i.e., 50%) in the amount of $487.50 is due at the first financial planning meeting when we begin
our financial planning process. The remaining 50% of the fee ($487.50) is due within 45 days of our
final planning session. If clients implement the final plan through our Portfolio Management service, the
second installment of the financial planning fee ($487.50) will be waived.

    • 365 Day Pinnacle Wealth Pledge:- Clients, at anytime during the first 365 days of working with
      Andrew Perri, may for any reason cancel the service with a no questions asked, 100% money
      back assurance. Simply return the materials received to date from Andrew Perri and Pinnacle
      Wealth Management, Inc. and we will refund all monies paid to date with no questions asked.

Gold Plan:
The cost for the entire package is a one-time amount of $1,966. The initial remittance of one-half of the
fee (i.e., 50%) in the amount of $983 is due at the first financial planning meeting when we begin our
financial planning process. The remaining 50% of the fee ($983) is due within 45 days of our final
planning session. If clients implement the final plan through our Portfolio Management service, the
second installment of the financial planning fee ($983) will be waived.

    • 365 Day Pinnacle Wealth Pledge:- Clients, at anytime during the first 365 days of working with
      Andrew Perri, may for any reason cancel the service with a no questions asked, 100% money
      back assurance. Simply return the materials received to date from Andrew Perri and Pinnacle
      Wealth Management, Inc. and we will refund all monies paid to date with no questions asked.

Platinum Plan:
The cost for the entire package is a one-time amount of $3,950. The initial remittance of one-half of the
...

Item 7 Types of Clients
We offer investment advisory services to individuals (including high net worth individuals), pension and
profit sharing plans, 401(k) Plans, charitable organizations, corporations, and other business entities.

In general, we require a minimum of $25,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if you
appear to have significant potential for increasing your assets under our management. We may also
combine account values for you and your minor children, joint accounts with your spouse, and other
types of related accounts to meet the stated minimum.