Shared Vision Wealth Group LLC

ITEM 5–FEES AND COMPENSATION
  5a, b, c & d: Fee Schedules, Payments & Options
  Investment Management

                      ASSETS UNDER MANAGEMENT                                            ANNUAL FEE (%)

                              First $500,000                                                  0.95%

                              Next $500,000                                                   0.85%

                             Next $3,000,000                                                  0.75%

                             Next $6,000,000                                                  0.60%

                       Next $10,000,000 and above                                             0.40%

  Fees are negotiable. Fees may lower based on several factors, including:

      •    Size of the relationship – Larger accounts may receive more favorable pricing.
      •    Accounts within the same household will be combined under a signed householding form for a reduced
           fee unless the client instructs otherwise.
      •    Loyal long-term clients may retain legacy pricing from their original agreements

   Trust Accounts in excess of $1 million with professional Trustees are eligible for a discounted fee schedule

            Our employees and their family related accounts are charged a reduced fee for services.
  For purposes of determining value, securities and other instruments traded on a market for which actual transaction
  prices are publicly reported are valued at the last reported sale price on the principal market in which they are traded.
  If the investments are not managed assets, they are not included in Shared Vision’s fee calculation.

  Compensation for our services will be calculated in accordance with what is set in the client agreement. We may modify
  the terms of any agreement by written changes submitted to the client for signature. Changes will not become effective
  until after the client has agreed to the change in writing. While we strive to maintain competitive fees, the same or
  similar services may be available from other firms at higher or lower fees.

  Shared Vision requires written authorization from the client to deduct advisory fees from an account held by a qualified
  custodian. Shared Vision fees are paid from your account by the custodian when we submit an invoice to them. At the
  same time Shared Vision sends the qualified custodian written notice of the amount of the fee to be deducted from the
  client’s account, in all instances, Shared Vision will send the client a written invoice including the fee, the formula used
  to calculate the fee, the fee calculation itself, the time period covered by the fee and, if applicable, the amount of assets
  under management on which the fee was based. The invoice will contain the name of the custodian on the invoice. We
  strongly urge you to compare our invoices with the fees listed in the custodian account statements.

  Invoicing includes any fee arrangement with third-party investment advisers, if the third-party adviser sends invoice
  information, which includes Shared Vision’s advisory fee, and if the third-party adviser sends the invoice information
  directly to the client on behalf of Shared Vision. If any invoice information relating to Shared Vision’s advisory fees is
  missing, Shared Vision will provide the missing information.
  Shared Vision fees are paid quarterly in advance or arrears as indicated in your investment advisory agreement based on the
  value as of the last business day of the prior quarter, with payment due within 10 days from the date of the invoice. Our
  fee is determined by taking the percentage rate we charge, divided by four, times the market value of the account. The

Market value is the sum of the values of all managed assets in the account, not adjusted by any margin debit.

In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or
refunded on a pro-rated basis contingent on the number of days the account was open. Quarterly fee adjustments for
additional assets received into the account during a quarter or for partial withdrawals will also be provided on the above
pro rata basis. If there is insufficient cash in your account to pay your fees, securities in your portfolio may be sold to
pay our fee.

In addition to our fees, there may be custodial, mutual fund, 12b-1 fees or similar third-party management fees and
charges. See 5c: Third Party Fees below.

Sub-Advised Programs.
As discussed in Item 4 above, there are occasions where an independent Third-Party Money Manager (“manager”) acts
as a sub-adviser to our firm. In those circumstances, the manager manages the assets based upon the parameters
provided by our firm. The client will not engage the subadvisor directly; the client’s advisory relationship remains with
Shared Vision as set forth in the client’s Investment Advisory Agreement. Sub Advisors charge separate fees for the
services provided. A separate fee is charged by Shared Vision for portfolio monitoring, oversight and ongoing due
diligence on the manager. See Item 4 for other services provided by Shared Vision when utilizing subadvisors.

The total advisory fee may be collected from the custodian by our firm. Alternatively, the manager fee may be collected
separately from the custodian. The total fee will include our firm’s portion of the investment advisory fee as well as the
manager’s fee. Fee charged by the managers range from 0.2% to 1.00%. Clients may be able to go to the sub- adviser
directly for advisory services.

Shared Vision may at any time terminate the relationship with a manager that manages your assets. Shared Vision will
notify you of instances where we have terminated a relationship with any manager you are investing with. Shared Vision
will not conduct on-going supervisory reviews of the manager following such termination.
...

ITEM 7 – TYPES OF CLIENTS

     Shared Vision generally provides asset management and financial planning services to the following types of clients:

           High-Net-Worth Individuals
           Pension and Profit-Sharing Plans
           Trusts
           Estates
           Charitable Organizations
           Churches
           Corporations
           Individuals

   Minimum Account Size: Shared Vision does not have an account minimum.