Skyline Advisors Inc

Item 5: Fees & Compensation

Cost for Our Advisory Services

Wealth Advisory Services – Wealth Management:

Please see our Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”) for more information.

Retirement Plan Services:

Our Retirement Plan Services are billed on an asset-based fee not to exceed 1.00% of managed Plan
assets and generally decrease after the Plan assets reach $1,000,000. The total estimated fee, as well
as the ultimate fee charged, is based on the scope and complexity of our engagement with the client.
The fee-paying arrangements will be determined on a case-by-case basis and will be detailed in the
signed consulting agreement.

Referrals to Third Party Money Managers:

The total annual advisory fee for this service shall not exceed 1.70%. A portion of this fee will be paid to
our firm and will be outlined in the third party money manager’s advisory agreement to be signed by the
client. Clients will be provided with a copy of the chosen third party money manager’s Form ADV Part 2,
all relevant Brochures, a solicitation disclosure statement detailing the fees to be paid to both firms and
the third party money manager’s privacy policy. All fees that our firm receives from the third party money
managers and the written separate disclosures made to clients regarding these fees comply with
applicable state statutes and rules.

The billing procedures for this service vary based on the chosen third party money manager. The total
fee to be charged, as well as the billing cycle, will be detailed in the third party money manager’s ADV
Part 2A and separate advisory agreement to be signed by the client.

Fees For Held Away Accounts:

In certain instances, our firm will manage client’s held away accounts through the Pontera platform. The
fee associated with this platform is 0.30% of the assets under management, however, it is important to
note that this fee will be paid by Skyline Advisors and as such will not result in the client paying higher
fees than if the assets were custodied with our recommended custodian, Charles Schwab & Co. Inc.

Other Types of Fees & Expenses

ADV Part 2A – Firm Brochure                  Page 6                                 Skyline Advisors, Inc.

Clients may also pay holdings charges imposed by the chosen custodian for certain investments, charges
imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be disclosed in the
fund’s prospectus (i.e., fund management fees, initial or deferred sales charges, mutual fund sales loads,
12b-1 fees, surrender charges, variable annuity fees, IRA and qualified retirement plan fees, and other
fund expenses), mark-ups and mark-downs, spreads paid to market makers, fees for trades executed
away from custodian, wire transfer fees and other fees and taxes on brokerage accounts and securities
transactions. Our firm does not receive a portion of these fees.

Wrap clients will not incur transaction costs for trades by their chosen custodian. More information about
this can be found in our separate Wrap Fee Program Brochure.

Termination & Refunds

Either the client or our firm may terminate a Retirement Plan Services Agreement at any time by providing
written notice to the other party.

Clients who cancel within five (5) business days of signing the agreement will receive a full refund of
all fees paid. After the initial 5-day period, either party may end the agreement by giving 30 days’ written
notice. Billing will stop 30 days after we receive the termination notice. If services are terminated, we
will calculate fees on a pro-rata basis for the period during which services were actually provided. Any
unearned, prepaid fees—representing the portion of the billing period after the effective termination
date—will be promptly refunded. Clients are responsible only for bona fide advisory services rendered
up to the termination date, and no penalties or additional charges apply for ending the relationship.

Wrap Program clients do not incur trading costs billed by the custodian. Additional details about the Wrap
Fee Program can be found in Brochure Part 2A, Appendix 1 (“Wrap Fee Program Brochure”).

Commissionable Securities Sales

Our firm and representatives do not sell securities for a commission in advisory accounts.

Item 7: Types of Clients & Account Requirements

Our firm has the following types of clients:
   • Individuals and High Net Worth Individuals;
   • Trusts, Estates or Charitable Organizations;
   • Pension and Profit Sharing Plans.

Our firm requires a minimum opening account balance of $500,000 for our Wrap Wealth Management
Service. This minimum account balance requirement is subject to reduction at Skyline Advisors’
discretion.

ADV Part 2A – Firm Brochure                    Page 7                               Skyline Advisors, Inc.