Sloan Advisory Group Inc

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five
(5) business days of signing the contract without incurring any advisory fees and without penalty. How we

are paid depends on the type of advisory service we are performing. Please review the fee and compensation
information below.

Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and is calculated as
follows:
               Account Value                                       Annual Advisory Fee
                              For the amount from $0 - $750,000                1.00%
                    Next amount from $750,000.01 - $5,000,000                  0.75%
                                             Above $5,000,000.01               0.375%

*Minimum annual fee - $10,000.00. At their sole discretion, Sloan Advisory Group may waive or reduce the
annual minimum fee.

The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis. No increase in the
annual fee shall be effective without agreement from the client by signing a new agreement or amendment
to their current advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 15 calendar days
in advance. Upon termination of the account, any unearned fee will be refunded to the client on a prorated
basis.

Financial Planning Fixed Fee
Financial Planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the
start of any work. The fixed fee can range between $4,500 and $15,000.00. The fee is negotiable. If a fixed
fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at
completion of work, however, Sloan Advisory Group will not bill an amount above $1,200.00 more than 6
months in advance.

In the event of early termination, the client will be billed for the hours worked at a rate of $325.00 per hour.
If the initial deposit is greater than the amount billed, then the client will be refunded the difference. If the
initial deposit is less, then the client will be billed the difference.

Financial Planning Hourly Fee
Financial Planning fee is an hourly rate of $325.00, with a minimum of three hours. The fee may be negotiable
in certain cases and is due at the completion of the engagement. In the event of early termination by the
client, any fees for the hours already worked will be due.

Educational Seminars

Seminars are offered to organizations and the public on a variety of financial topics. Fees range from free to
$15,000 per seminar or free to $1,500 per participant. Half of the fees are due prior to the engagement, and
the other half are to be paid the day of, no later than the conclusion of the Seminar. The fee range is based
on the content, amount of research conducted, number of hours of preparation needed, and the number of
attendees.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses that
may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other
third parties such as 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
fund 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 we shall not
receive any portion of these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for
client’s transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-based
sales charges or service fees from the sale of mutual funds.

Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals and high net-worth
individuals. While we do not have a minimum account requirement for investment advisory services, we do
have a minimum annual fee of $10,000. Our Firm has the sole discretion to waive the minimum fee.