Shannon T Pitner and Company

Item 5: Fees and Compensation
We base fees on a percentage of assets under management and fixed fees.

Compensation - Financial Planning
Financial Planning fees will be charged as follows:

           Initial Planning Fee                                 Assets Under Management
                   $500                                                 < $500,000
                   $800                                           $500,000 - $1,000,000
                  $1,000                                                > $1,000,000

All financial planning fees are due in advance. In no cases, will more than $1,200 be collected
from the client more than 6 months in advance.

Investment Advisory Services
These Investment Advisory services generally include using a model portfolio of mutual funds
typically provided through Raymond James' Freedom account program. These services are
provided using the following annual fee schedule:

  Total Fee-Based Relationship Value                                    Annual Fee
             Up to $4,999,999                                              1.20%
       $5,000,000 up to $9,999,999                                         0.95%
           $10,000,000 and Up                                              0.70%

The asset-based fee shall be prorated and paid quarterly in advance. Fees are based on the
market value of the total assets in the client relationship, including cash, on the last day of the
previous quarter as valued by the Custodian.

Raymond James Consulting Services (RJCS) - Independent Managers
These Investment Advisory services through RJCS include the use of independent managers to
customize their advice to each individual client and typically include using equity securities in
the portfolio.

These services using RJCS are provided using the following annual fee schedule:

                    Total Fee-Based Relationship Value            Annual Fee
                              Up to $4,999,999                       1.60%
                        $5,000,000 up to $9,999,999                  1.35%
                            $10,000,000 and up                       1.05%

The asset-based fee shall be prorated and paid quarterly in advance. Fees are based on the
market value of the total assets in the client relationship, including cash, on the last day of the
previous quarter as valued by the Custodian.

The Investment Advisory services and the Investment Advisory services through RJCS are each
billed separately, and we do not household those accounts.

Retirement Plan Services Fees
We charge an annualized fee of up to 0.70% of the plan's assets for the pension consulting services
described above. Generally, a fixed fee will not exceed 1.00% of the plan's assets unless there are
special circumstances warranting a higher fee. The type and amount of the fees charged to the
client are negotiable and are generally based on the size and complexity of the plan, the number
of plan participants, the location of the participants, the estimated number of meetings required,
and other factors that are deemed relevant by the Firm when negotiating with the client. An
estimate of the total cost will be determined at the start of the advisory engagement. Fees for
pension consulting services are generally payable quarterly in advance.

Calculation and Payment
The specific manner in which we charge fees is established in your written agreement with us.
You authorize us to directly debit fees from client accounts.

Management fees shall be prorated for capital contributions and withdrawals over $100.000
made during the applicable calendar quarter.

Our clients pay fees in advance; accounts initiated during a calendar quarter will be charged a
prorated fee. Upon termination of any account, any prepaid, unearned fees will be promptly
refunded.

General Information on Compensation and Other Fees
In certain circumstances, fees, account minimums and payment terms are negotiable
depending on client's unique situation - such as the size of the aggregate related party
portfolio size, family holdings, low cost basis securities, or certain passively advised investments
and pre-existing relationships with clients. Certain clients could be paying more or less than
others depending on the amount of assets, type of portfolio, or the time involved, the degree of
responsibility assumed, complexity of the engagement, special skills needed to solve problems,
the application of experience and knowledge of the client's situation.

Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and
expenses which shall be incurred by the client. Clients incur certain charges imposed by

custodians, brokers, third party investment and other third parties such as fees charged by
managers, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire
transfer and electronic fund fees, and other fees and taxes on brokerage accounts and
securities transactions. Mutual funds and exchange traded funds also charge internal
management fees, which are disclosed in a fund's prospectus.

Such charges, fees and commissions are exclusive of and in addition to our fee, and our shall
not receive any portion of these commissions, fees, and costs.

All fees paid to us for investment advisory services are separate and distinct from the fees and
expenses charged by mutual funds to their shareholders. These fees and expenses are
described in each fund's prospectus. These fees will generally include a management fee, other
expenses, and a possible distribution fee. If the fund also imposes sales charges, a client pays an
initial or deferred sales charge.

A client could invest in a mutual fund directly, without the services of Nautilus Wealth Advisors.
In that case, the client would not receive the services provided by our which are designed,
among other things, to assist the client in determining which mutual funds are most
...

Types of Clients
We provide services to individuals, pension and profit-sharing plans, trusts, and estates.

Account Minimums
We do not have a minimum account size.