Steadmont Advisors LLC

Item 5: Fees & Compensation
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Compensation for Our Advisory Services

Portfolio Management Services:
The maximum annual fee charged for this service will not exceed 1.50%. Fees to be assessed will
be outlined in the advisory agreement to be signed by the Client. Annualized fees are billed on a
pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the
previous quarter. There can be immaterial differences between the quarter end market value
reflected on your custodial statement and the valuation as of the last business day of the calendar
quarter used for billing purposes, given timing and account activity. Fees will be deducted from
client account(s). Adjustments will be made for deposits and withdrawals during the quarter that
are more than $50,000. Our firm can offer direct invoicing in rare cases. If the advisory agreement
is executed at any time other than the first day of the calendar quarter, our fees will apply on a
pro-rata basis, which means that the advisory fee is payable in proportion to the number of days
in the quarter for which the individual is our Client. Our advisory fee is negotiable, depending on
individual Client circumstances and account type.

At our discretion, we may combine the account values of family members living in the same
household to determine the applicable advisory fee. For example, we may combine account
values for Client and Client’s minor children, joint accounts with Client’s spouse, and other types
of related accounts. Combining account values may increase the asset total, which may result in
your paying a reduced advisory fee. Our firm will deduct our fee directly from your account through
the qualified custodian holding your funds and securities. Our firm will deduct our advisory fee only
when you have given our firm written authorization permitting the fees to be paid directly from your
account. Further, the qualified custodian will deliver an account statement to you at least quarterly.
These account statements will show all disbursements from your account. You should review all
statements for accuracy.

If an account is being charged a minimum account program fee because of the market value of
the account, the advisory fee charged can be higher than the stated maximum annual fee quoted
above.

Financial Planning and Consulting Services:
Our firm charges on an hourly or flat fee basis for financial planning and consulting services. 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 maximum hourly fee to be charged will not exceed $1000.
Flat fees range from $3,000 to $25,000. The fee-paying arrangements will be determined on a
case-by-case basis and will be detailed in the signed consulting agreement. Our firm will not
require a retainer exceeding $1,200 when services cannot be rendered within 6 months.

Retirement Plan Consulting:
Our Retirement Plan Consulting services are billed on a flat fee basis, or a fee based on the
percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee
charged, is based on the scope and complexity of our engagement with the client. Our flat fees
range from $750 to $25,000. Fees based on a percentage of managed Plan assets will not exceed
1.00%. The fee-paying arrangements will be determined on a case-by-case basis and will be
detailed in the signed consulting agreement.

Assets Held Away From Our Firm:
For assets held at a custodian that is not directly accessible by our firm ("Held Away Accounts"),
we may, but are not required to, manage these Held Away Accounts using the Pontera Order
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Management System ("Pontera") that allows our firm to view and manage assets. Our annual fee
for investment management services for held away accounts will follow our Portfolio Management
fee schedule and termination instructions as noted in the Investment Management Agreement.
Our advisory fees will not be deducted directly from the accounts managed through the Pontera
Order Management System. Clients will give written authorization to deduct the fee from another
nonqualified account managed by our firm, in which case, the advisory fee would be deducted
from this account each quarter. Fees will be based upon your negotiated fee in accordance with
our portfolio management fee schedule and your Agreement. The client does not pay an additional
fee for Pontera. Further, the qualified custodian will deliver an account statement to you at least
quarterly. These account statements will show all disbursements from your account. You should
review all statements and invoices for accuracy. Our firm pays 0.25% from our advisory fee to
Pontera. Due to the use of Pontera, you will not pay our firm a higher advisory fee other than what
is listed in the Agreement.

Dynasty Network:
As discussed above in Item 4, we use Dynasty's TAMP services. While the Dynasty Program Fee
is included in the annual investment management fee, the Third-Party Manager related charges
are not included in the investment management fee you pay to us. Clients will be charged,
separate from and in addition to their investment management fee, any applicable Third-Party
Manager fees. Our firm does not receive any portion of the fees paid directly to Dynasty or the
service providers made available through its platform, including the Third-Party Managers.

The Third-Party Manager fees are determined by the particular program(s) and manager(s) with
which the Client’s assets are invested and are calculated based upon a percentage of Client assets
under management, as applicable. Independent fixed income manager fees generally range from
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Item 7: Types of Clients & Account Requirements

Client Types:
Our firm has the following Client types: Individuals and High Net Worth Individuals; Trusts, Estates
or Charitable Organizations; Pension, Retirement Plans, and Profit Sharing Plans; Corporations,
Limited Liability Companies and/or Other Business Types.

Account Requirements:
Our firm has the following account requirements:

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
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however, we have the right to terminate your account if it falls below a minimum size which, in our
sole opinion, is too small to manage effectively.