Sound Stewardship LLC

ITEM 5     FEES AND COMPENSATION (CONTINUED)
ERISA Accounts: Sound Stewardship is deemed to be a fiduciary to advisory Clients that are employee benefit plans or individual retirement
accounts (IRAs) pursuant to the Employee Retirement Income and Securities Act ("ERISA"), and regulations under the Internal Revenue
Code of 1986 (the "Code"), respectively. As such, our firm is subject to specific duties and obligations under ERISA and the Internal Revenue
Code that include among other things, restrictions concerning certain forms of compensation.
To avoid engaging in prohibited transactions, Sound Stewardship solely charges fees for investment advice about products for which our
firm and/or our related persons do not receive any commissions or 12b-1 fees, or conversely, investment advice about products for which
our firm and/or our related persons receive commissions or 12b-1 fees, however, only when such fees are used to offset Sound
Stewardship's advisory fees.
Advisory Fees in General: Clients should note that similar advisory services may (or may not) be available from other registered (or
unregistered) investment advisers for similar or lower fees.
Limited Prepayment of Fees: Under no circumstances do we require or solicit payment of fees in excess of $1,200 more than six months in
advance of services rendered.
Please Note: On rare occasions, we provide our services at a negotiated rate or pro-bono (e.g., the family member of an employee). Also, on
rare occasions, a different fee payment schedule is negotiated.

ITEM 7     TYPES OF CLIENTS
Sound Stewardship provides advisory services to individuals and high-net-worth individuals who may also own trusts, charitable
organizations and/or corporations or other businesses. We do not have minimum account requirements.