Sustainable Investment Solutions LLC

Item 5 – Fees and Compensation
Financial planning services are offered on a flat or hourly fee basis to clients who are not interested
in investment advisory services. Our maximum flat fee will not exceed $10,000 and our hourly rate
is $300. These services are provided at no additional cost to existing clients who have investments
being actively managed by the advisor. For managing investments, an asset management fee is
assessed in advance each calendar quarter based on the value of the portfolio on the last day of the
previous quarter. Fees may be prorated for partial quarters, but are not prorated for each capital
contribution or withdrawal made during the applicable calendar quarter. Investment management
fees are intended to compensate the advisor for services rendered and are in addition to and not part
of, any other costs or transaction charges associated with the acquisition or ownership of assets.

The following fee schedule generally applies to assets managed by the advisor:

          Account Value                       Per Quarter                         Annualized
          $0 to $999,999                       0.2500%                              1.00%
     $1,000,000 to $4,999,999                  0.2125%                              0.85%
           $5,000,000 +                        0.1875%                              0.75%

The specific manner in which fees are charged by FSA is established in a client’s written agreement
with FSA. Clients may authorize FSA to deduct asset management fees from their investment
accounts. Clients may incur certain charges imposed by custodians, brokers, third party investment,
such as custodial fees, odd-lot differentials, wire transfer and electronic fund fees, and other fees and
taxes on brokerage accounts and securities transactions. Charles Schwab & Co., Inc. (“Schwab”) does
not charge transaction fees for U.S. listed equities and exchange traded funds. Mutual funds and
exchange traded funds also charge internal management fees, called an expense ratio, which are
disclosed in a fund’s prospectus. Such charges and fees exclusive of and in addition to FSA’s fee, and
FSA shall not receive any portion of these charges and fees.

Clients have five business days after signing an agreement to cancel it, without penalty. Cancellation
notice can be in writing, verbal, or email. After five business days, clients may terminate the contract
and all pre-paid fees, less costs for services already performed, and expenses incurred, will be
refunded. Investment management fees are subject to negotiation at the advisor’s discretion.

Item 7 – Types of Clients & Account Requirements
Financial Solutions Associates provides portfolio management services to individuals as well as high
net worth individuals. The minimum investment size for new clients is $500,000. This may be altered
at the advisor’s discretion.