Shade Tree Advisors LLC

Item 5 Fees and Compensation
Family Office Wealth Planning Services

We charge an annual fixed fee for our Family Office Wealth Planning Services. Our fees are normally
paid quarterly in advance or arrears but, depending on the circumstances negotiated in the final
agreement, other arrangements can be made. We will not require prepayment of a fee more than six
months in advance and in excess of $1,200. Our fee generally ranges between $40,000 and $700,000
and is negotiable depending upon the complexity and scope of the services, your financial situation,
and your objectives.

This fee is subject to an annual increase on December 31st (in some instances after the first full year
of service), based on the increase in the Consumer Price Index for All Urban Consumers (CPI-U) for
All Items (as published by the Federal Reserve Bank of St. Louis) or 3% - 4% (as stipulated in the
client contract), whichever is greater. Depending on the arrangements made at the inception of the
engagement, we may alternatively agree to base the increase only on the CPI-U.

Clients may incur certain third-party expenses in connection with financial planning services, including
entity filing fees, insurance premiums, or similar administrative expenses, which are separate from and
in addition to the advisory fee and are the responsibility of the Client. With the Client's prior approval,
the adviser may advance certain such expenses on the Client's behalf for administrative convenience
and subsequently invoice the Client for reimbursement on a dollar-for-dollar basis without markup.

You may terminate your agreement upon 30 days' written notice to our firm. Depending on the
arrangements made at the inception of the engagement, we may require written notice of at least 90
days in some instances. You will incur a pro-rata charge for services rendered prior to the termination
of the 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.

Portfolio Management Services

Fees for our portfolio management services are either an annual fixed fee or a basis point (percentage)
fee calculated using the overall value of the assets within your account. Asset based fees range from
0.10% to 1.00%. Assets in each of your account(s) are included in the fee assessment unless
specifically identified in writing for exclusion. Our fee is billed and payable quarterly, in arrears.

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.

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 send you an invoice for the payment of our advisory fee, or 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 you have given our firm written authorization permitting the fees to be paid
directly from your account. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You should
review all statements for accuracy.

You may terminate the portfolio management agreement upon written notice. 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.

Selection of Other Advisers

Advisory fees charged by MMs are separate and apart from our advisory fees. Advisory fees that you
pay to the MM are established and payable in accordance with the brochure provided by each MM to
whom you are referred. These fees may or may not be negotiable. You should review the
recommended MM's brochure and take into consideration the MM's fees along with our fees to
determine the total amount of fees associated with this program. In some cases, we may share in the
advisory fee you pay directly to the MM.

You may be required to sign an agreement directly with the recommended MM(s). You may terminate
your advisory relationship with the MM according to the terms of your agreement with the MM. You
should review each MM's brochure for specific information on how you may terminate your advisory
relationship with the MM and how you may receive a refund, if applicable. You should contact the MM
directly for questions regarding your advisory agreement with the MM.

Chief Investment Officer Service

Fees for our Chief Investment Officer service are either an annual fixed fee or a basis point
(percentage) fee calculated using the overall value of the assets we are overseeing. Asset based fees
range from 0.10% to 1.00%. Assets within the entire portfolio we are overseeing are included in the
fee assessment unless specifically identified in writing for exclusion. Our fee is billed and payable
quarterly, in arrears.

We will send you an invoice for the payment of our advisory fee, or we will deduct our fee directly from
your account through the qualified custodian holding your funds and securities. We will deduct our
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Item 7 Types of Clients
We offer investment advisory services to individuals, corporations, high-net-worth individuals and
pooled investment vehicles.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your Account if it falls below a minimum size which, in our sole
opinion, is too small to manage effectively.

For our Portfolio Management Service, we require a minimum relationship fee of $5,000.