Single Point Partners LLC

Item 5:       Fees and Compensation

      A.      Fees Charged

      All clients will be required to execute a written agreement that will describe the type of services to be
      provided and the fees, among other items.

      Wealth Logistics

      The fee for the Wealth Logistics service will be an annual fixed dollar fee based on the client’s net
      worth in accordance with the fee schedule below. Please note that cash is not excluded from Net
      Worth:

                                  Your Net Worth            Annual Fee
                                   Up to $2.0M                $7,500
                                   $2.0M-$4.0M               $15,000
                                   $4.0M-$8.0M               $25,000
                                   $8.0M-$20M                $40,000
                                   $20M-$50M                 $50,000
                                      $50M +                 $75,000

      Fees are negotiable, and may be higher or lower than this range, based on the nature of the client.
      Factors affecting fee calculations include the size of the account, complexity of asset structures, and
      other factors. In circumstances where we advise on accounts that are not held at the firm, such as
      403b plans, we may bill a portion of the fee from these accounts if the custodian allows for it. If you
      are under the age of 40, and your Net Worth has not yet eclipsed $1.0 MM, you may be eligible for our
      Wealth Start-Up pricing. Wealth Start-Up pricing receives our full Wealth Logistics service at a reduced
      price of $350/mo.

      B.      Fee Payment

      Wealth Logistics

      Fees for the Wealth Logistics service will be payable at the inception of the engagement, and either
      debited quarterly from an account designated by the client or via AdvicePay. Alternative payment
      arrangements may be negotiated with Single Point on a case-by-case basis. If the client terminates the
      agreement prior to completion of the services, any unearned fees will be returned to the client.

Clients whose fees are directly debited will provide written authorization to debit advisory fees from
their accounts held by a qualified custodian chosen by the client. Each year, clients will receive an
annual statement of fees outlining the fees to be debited each quarter for the year ahead. Single Point
will only update and send additional fee statements during the year if the amount or method of billing
from an account change. The fee statement will also state that the fee was not independently
calculated by the custodian. For the portion paid via AdvicePay, clients will receive an invoice for that
portion directly from AdvicePay. The client will also receive a statement from their account custodian
showing all transactions in their account, including the fee.

Single Point will cease to perform services, including processing trades and distributions, upon
termination. Assets not transferred from terminated accounts within 30 (thirty) days of termination
may be “de-linked”, meaning they will no longer be visible to Single Point and will become a retail
account with the custodian.

C.      Other Fees

When applicable, our fee is in addition to the fees charged by elected third-party investment advisers
for the portion of the client’s account under each adviser’s direct management. Clients should refer to
the selected registered investment adviser’s disclosure document (Part 2 of Form ADV or other
disclosure document in lieu of Part 2) for information regarding the advisory fees charged.

There are a number of other fees that can be associated with holding and investing in securities. You
will be responsible for these fees including transaction fees for the purchase or sale of a mutual fund
or Exchange Traded Fund, or commissions for the purchase or sale of a stock. Expenses of a fund will
not be included in management fees, as they are deducted from the value of the shares by the mutual
fund manager. When selecting mutual funds that have multiple share classes for recommendation to
clients, Single Point will take into account the internal fees and expenses associated with each share
class, and it is Single Point policy to choose the lowest-cost share class, absent circumstances that
dictate otherwise. For complete discussion of expenses related to each ETF or mutual fund, you
should read a copy of the prospectus issued by that fund. Single Point can provide or direct you to a
copy of the prospectus for any fund that we recommend to you. For a complete discussion of fees
payable to a third-party investment manager, clients should refer to that manager’s Form ADV, a copy
of which can be provided to you by the manager or Single Point.

Please make sure to read Item 12 of this informational brochure, where we discuss broker-dealer and
custodial issues.

D.      Pro-rata Fees

If you engage us during a billing quarter, the fees for that quarter will be set to start on the 1st of the
next month and you will be billed one-third or two-thirds of the quarterly fee, depending on how many
months are left in the quarter. If you terminate services during a quarter, you will be charged a fee for
the portion of the quarter during which you were a client. If you terminate during the month, we will
then calculate the total fee that would be due for the quarter, divide the fee by the number of days in
the quarter to arrive at a daily rate, count the number of days the client was a client during that
quarter (as applicable) and multiply that number by the daily rate. However, if you terminate services
at the end of a month (mid-quarter), we will pro-rate the fee refund by month.

      E.      Compensation for the Sale of Securities.

      Not applicable.

Item 7:       Types of Clients

      Clients advised may include individuals, trusts, foundations, and corporations. There is no minimum
      account size required to become a client of Single Point.