Slayton Lewis Inc

Item 5: Fees and Compensation

A. Methods of Compensation and Fee Schedule
    A.1 Asset-Based Fee Schedule
The firm's fee for the services is an asset-based fee calculated as a percentage of the value of the
managed assets, calculated according to the following fee schedule, which represents the advisor's
maximum fees for individual services based on our current agreement. Older clients may have other
fee break points and fee rates based on their client agreement at the time.

 Assets Under Management                 Annual Fee Rate
 $0 to $2,000,000                        1.00%
 $2,000,001 to $5,000,000                0.75%
 $5,000,001 to $10,000,000               0.50%
 Over $10,000,000                        0.45%

The client authorizes the qualified custodian to automatically deduct the fee and all other charges
payable hereunder from the assets in the account when due with such payments to be reflected on
the next account statement sent to the client.

Asset-based fees are always subject to the investment advisory agreement between the client and
Slayton Lewis. The fee will be a percentage of the market value of all assets in the account on the
last trading day of each calendar quarter or month. The management fee is payable quarterly or
monthly, in arrears based upon the ending value. In any partial billing period, the management fee
will be prorated based on the number of days that the account was open during the period.
Retainer fees are billed monthly in arrears. Some accounts greater than $10M may have custom fee
arrangements.

A client investment advisory agreement may be canceled by either party upon 30 days' written
notice to the other. Upon termination, any earned, unpaid fees will be promptly due and payable.

  A.2 Hourly and Fixed Fee Arrangements
Financial planning fees not included with the asset management fee will be billed at the rate of
$250 per hour or a fixed fee mutually agreed upon by the client and Slayton Lewis. For fixed fee
arrangements, Slayton Lewis will provide the prospective client with an estimate of the fixed charges
prior to finalizing the financial planning agreement. Estimates will be based upon a good faith
estimate of the number of hours to complete the assignment multiplied by the
hourly rate and re-evaluated at a later point as discussed above. The client will be billed directly for
such services. A financial planning agreement may be canceled by the client at any time by either
party upon written notice to the other. Upon cancellation, the client will be billed an invoice for time
spent on the project up to such point. The invoice is payable upon receipt.

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                             Part 2 of Form ADV: Slayton Lewis, Inc. Brochure

  A.3. Pension Consulting Services
All SL Pension clients are billed at 75 basis points for accounts up to $5M and then 50 basis points
for any amount above $5M. In addition to these fees, SL Pension clients will pay fees to a third-
party administrator, fees charged by the custodian, along with expense fees charged by the various
mutual funds. In total, fees range from less than 100 basis points to 130 basis points depending
upon size of the plan and the investment choices. All fees are billed on a quarterly basis in arrears
based upon the quart ending value.

 A.4. Tax Preparation Services
Some clients chose to have Slayton Lewis prepare their tax returns, which is an additional fee that is
billed and then direct debited from their accounts.

B. Client Payment of Fees
Slayton Lewis requires clients to authorize the direct debit of fees from their accounts. Exceptions
may be granted subject to the firm's consent for clients to be billed directly for our fees. For directly
debited fees, the custodian's periodic statements will show each fee deduction from the account.
Clients may withdraw this authorization for direct billing of these fees at any time by notify       us
or their custodian in writing.

Slayton Lewis will deduct advisory fees directly from the client's account provided that (i) the client
provides written authorization to the qualified custodian, and (ii) the qualified custodian sends the
client a statement, at least quarterly, indicating all amounts disbursed from the account.

The client is responsible for verifying the accuracy of the fee calculation, as the client's custodian will
not verify the calculation.

C. Additional Client Fees Charged
All fees paid for investment advisory services are separate and distinct from the fees and expenses
charged by exchange-traded funds, mutual funds, pooled investment vehicles, broker­ dealers, and
custodians retained by clients. Such fees and expenses are described in each exchange-traded fund
and mutual fund's prospectus, each separate account manager's Form ADV and Brochure and
Brochure Supplement or similar disclosure statement, each pooled investment vehicle's confidential
off     memoranda, and by any broker-dealer or custodian retained by the client. Clients are
advised to read these materials carefully before investing. If a mutual fund also imposes sales
charges, a client may pay an initial or deferred sales charge as further described in the mutual fund's
prospectus. A client using Slayton Lewis may be precluded from using certain mutual funds because
they may not be offered by the client's custodian.

Please refer to the Brokerage Practices section (Item 12) for additional information regarding the
firm's brokerage practices.

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                              Part 2 of Form ADV: Slayton Lewis, Inc. Brochure

D. Prepayment of Client Fees
Slayton Lewis does not require its fees to be prepaid. Slayton Lewis's fees will either be paid directly
by the client or disbursed to Slayton Lewis by the qualified custodian of the client's investment
accounts, subject to prior written consent of the client. The custodian will deliver directly to the
...

Item 7: Types of Clients

Slayton Lewis provides portfolio management services primarily to high-net-worth individuals and
families, including their related trusts, corporations, non-profit institutions, and retirement plans.
Slayton Lewis requires a beginning account balance of $2 million to begin working with an
individual client.

With respect to SL Pension, Slayton Lewis typically does not work with startup plans; a current
balance of at least $2 million is required. Additionally, SL Pension generally works with companies
with no more than 100 active place participants.

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                             Part 2 of Form ADV: Slayton Lewis, Inc. Brochure