Questmont Virtual Family Office LLC

Item 5. Fees and Compensation
      Questmont offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management or advisement. Additionally, certain of the Firm’s Supervised Persons, in their individual
      capacities, offer securities brokerage services and/or insurance products under a separate commission-based
      arrangement.

      Financial Planning and Consulting Fees

      Questmont charges a fixed for providing financial planning and consulting services under a stand-alone
      engagement. These fees are negotiable, but range from $2,000 to $10,000 on a monthly basis depending
      upon the scope and complexity of the services and the professional rendering the financial planning and/or
      the consulting services. The fee is typically for ongoing services, but can also be for a defined project. If
      the client engages the Firm for additional investment advisory services, Questmont can offset all or a
      portion of its fees for those services based upon the amount paid for the financial planning and/or consulting
      services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement. QuestmontOngoing services are charged as described in the investment management
      section, below. For project-based services, Questmont requires one-half of the fee payable upon execution
      of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan or
      completion of the agreed upon services. The Firm does not, however, require or solicit prepayment of
      $1,200 or more in prepaid fees, six or more months in advance of services rendered.

      Investment Management Fees

      Questmont offers investment management services for an annual fee based on the amount of assets under
      the Firm’s management. This management fee varies between 40 and 125 basis points (0.40% – 1.25 %),
      depending upon the size and composition of a client’s portfolio, the type and amount of services rendered
      and the individual(s) providing the services.The annual fee is prorated and charged monthly, in arrears,
      based upon the market value of the assets being managed by Questmont on the last day of the month as
      determined by a party independent from the Firm (including the client’s custodian or another third-party).
      If a valuation for private securities is not available through the custodian, the Firm will typically rely on the
      valuation provided by the issuer. Because valuations may only be provided periodically (including

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 Disclosure Brochure                                      Questmont Virtual Family Office, LLC

      monthly, quarterly or even annually), the Firm can be billing on a valuation that would be different if
      updated. That valuation can be higher or lower depending on the increase or decrease in value of the private
      investment. Alternatively, the Firm may change a fixed fee for the investment management services. The
      fixed fee will be individually negotiated and will be based upon a number of factors including the size and
      composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing
      the services.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
      payable with respect to such assets is not adjusted to reflect the interim change in portfolio value. For the
      initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement
      is terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), Questmont can negotiate a fee
      rate that differs from the range set forth above. Clients are advised that a conflict of interest exists for the
      Firm to recommend that clients engage Questmont for additional services for compensation, including
      rolling over retirement accounts or moving other assets to the Firm’s management. Clients retain absolute
      discretion over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
      recommendations.

      Retirement Plan Consulting Fees
      Questmont charges as fixed project-based fee to provide clients with retirement plan consulting services.
      Each engagement is individually negotiated and tailored to accommodate the needs of the individual plan
      sponsor, as memorialized in the Agreement. These fees vary, based on the scope of the services to be
      rendered, and ranges up to 100 basis points (1.0%), depending upon services provided and the amount of
      assets to be advised on.

      Fee Discretion

      Questmont may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,
      pro bono activities, or competitive purposes.
...

Item 7. Types of Clients
      Questmont offers services to individuals, trusts, estates, corporations and other business entities, pension
      and profit sharing plans.