Pulliam Family Office LLC

ITEM 5 - FEES AND COMPENSATION
     In addition to the information provided in Item 4 – Advisory Business, this section details our Firm’s services and each
     service’s fees and compensation arrangement. The Client and Pulliam Family Office, LLC’s Investment Advisory
     Agreement will outline and agree upon the exact costs and other terms related to the Client’s Accounts.

INVESTMENT MANAGEMENT FEE
     Our Firm offers investment management services for an annual fee based on the amount of assets under
     management. Our maximum annual fee is 1.5% and we do not have a required minimum account size.
     Our annual fee is reasonable in relation to (1) the services provided and (2) the fees charged by other investment
     advisers offering similar services/programs.

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     Our annual fee is prorated and charged quarterly in advance, based on the value of the Client’s assets under
     management as of the close of business on the last business day of the previous quarter. Cash and cash equivalents,
     including money market funds, are subject to the agreed-upon advisory fee. Clients should understand that the
     advisory fees charged on these balances may exceed the returns provided by cash, cash equivalents, or money market
     funds, especially in low-interest rate environments.
     Our Firm retains complete discretion to negotiate fees and may waive or impose different fees on any Client. The
     investment advisory fees will be deducted from your account and paid directly to our Firm by the qualified
     Custodian(s) of your account. The Client will authorize your account's qualified Custodian(s) to deduct fees from the
     account and pay such fees directly to our Firm. All account assets, transactions, and advisory fees will be shown on
     the monthly or quarterly statements provided by the Custodian. You should review your account statements received
     from the qualified Custodian(s) and verify that appropriate investment advisory fees are being deducted. The qualified
     Custodian(s) will not verify the accuracy of the investment advisory fees deducted. We may aggregate related Client
     accounts to calculate the advisory fee applicable to the Client. The investment management agreement will outline
     the fee charged to a Client and any breakpoints based on the level of assets managed. The fees are subject to change
     with prior written notice to the Client.
     Our annual investment advisory fee may be higher than that of other investment advisers that offer similar services
     and programs. In addition to our compensation, you may incur charges imposed at the mutual fund level (e.g.,
     advisory fees and other fund expenses).
     Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client
     account was open during that quarter. Any prepaid, unearned fees will be refunded upon termination of any account.

 LEGACY MANAGEMENT FEE
     Managed legacy positions are included within our Firm’s standard investment management fee and are outlined in
     the executed investment management agreement.

 FINANCIAL PLANNING FEE
     Pulliam Family Office charges a $1,700 monthly retainer, payable monthly in advance, for financial planning services
     rendered. Clients are required to retain Pulliam Family Office for financial planning services for a minimum of three
     years. However, in the event a client terminates the engagement, any fees for remaining years for which services
     were not provided will not be charged to the client. However, clients will not be refunded amounts for any given year
     during which the engagement was terminated.
     There is a range in the amount of the fixed fee charged by our Firm for financial planning services. The minimum fee
     is $600, and the maximum fixed fee is $45,000.

     FAMILY OFFICE SERVICES FEES

     Pulliam Family Office charges clients fees at an maximum hourly rate of $675 per hour for family office services. Fees
     are billed monthly in arrears.
     Fees charged for our financial planning services are negotiable based upon the type of Client, the services requested,
     the investment adviser representative providing advice, the complexity of the Client's situation, the composition of
     the Client's account, other advisory services provided, and the relationship of the Client and the investment adviser
     representative.
     The amount of the fee for your engagement is specified in your financial planning agreement with us. At our sole
     discretion, the Client may be required to pay the fee at the time the agreement is executed with our Firm; however,
     our Firm does not require or solicit prepayment of more than $1,200 in fees per Client, six months or more in advance.
     The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.
     The Client may pay the fees owed for the financial planning services by arrange for separate payment based on the
     invoice for services provided to the client or by deducting the fee from an existing investment account. If the Client

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     elects to pay by automatic deduction from an existing investment account, they will provide written authorization to
     our Firm for such a charge.
     If the Client terminates the financial planning services after entering into an agreement with our Firm, the Client will
     be invoiced and responsible for immediate payment of any hourly financial planning services performed by us before
     receiving notice of termination. For financial planning services, our Firm performs under a fixed or hourly fee
     arrangement, the Client will be responsible for paying a pro-rated fixed fee equivalent to the percentage of work that
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ITEM 7 - TYPES OF CLIENTS
     Our Firm provides investment management, investment advice, financial planning, to individuals, high-net-worth
     individuals, families, estates, trusts, partnerships, retirement plans, and corporations.
     Our firm does not require a minimum account value for advisory services. Clients have the option to aggregate all
     household accounts to meet this minimum. Exceptions to the minimum account requirement may be granted based
     on the Client's relationship with their representative.
     For fee calculation purposes, unless instructed otherwise, we will automatically aggregate related client accounts, a
     practice commonly known as "householding" portfolios. Householding may result in lower fees than if each account
     were billed separately, as the combined value is used to determine the account size and the corresponding annualized
     fee.
     Our approach to householding considers the overall family dynamic and relationship. Additionally, if applicable, and
     as noted in Appendix B of the Investment Management Agreement, legacy positions may be excluded from the fee
     calculation.
     Clients must execute a written agreement with our Firm specifying the advisory services to establish a Client
     arrangement with us.