Taurus Financial LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management               Annual Fees
        $0 - $500,000                               1.20%

        $500,001 - $1,000,000                       1.00%

        $1,000,001 - $2,000,000                     0.90%

        Total Assets Under Management            Annual Fees
        $2,000,001 - $5,000,000                  0.80%

        $5,000,001 - $10,000,000                 0.65%

        $10,000,001 - AND UP                     Negotiable

       The fee schedule is a blended tier schedule. Please see below for example.

       Fee formula description: For purposes of calculating the client’s portfolio
       management fees described above, an example is offered below for a sample
       $750,000 account:

           •   For that portion of the client’s account(s) up to $500,000 the adviser will charge
               an annual fee of 1.20% as described above, resulting in an annual fee of $6,000 on
               the first $500,000; plus
           •    For that portion of the client’s account(s) exceeding $500,000 but not exceeding
               $750,000, the adviser will charge an annual fee of 1.00% as described above,
               resulting in an annual fee of $2,500 on the portion between $500,000 and
               $750,000.

           This would result in a total annual fee of $8,500 on the sample $750,000 account.

The advisory fee is calculated using the value of the assets in the Account on the last
business day of the prior billing period.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of Taurus's fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract
immediately upon written notice.

Selection of Sub-Advisers Fees

Taurus may direct clients to third-party investment advisers. Taurus will receive its fee
on top of the fee paid to the third-party adviser. The fees shared are negotiable and will
not exceed any limit imposed by any regulatory agency. The notice of termination
requirement and payment of fees for third-party investment advisers will depend on the
specific third-party adviser selected.

Taurus directs clients to Parametric for the Custom Core direct indexing strategy. Fees are
inclusive of LPL’s platform fee ranging from 0.065% to 0.25%, Taurus’ advisory fee
ranging from 0.15% to 0.25%, and Parametric fixed management fee of 0.18%.

Taurus directs clients to Quantinno for margin strategies. Fees range based on the amount
of margin utilized and are inclusive of financing costs. Management fees range from 0.40%
to 1.00%:

Overall, sub-advisor management fees range between 0.18% and 1.00% across all third-
party managers Taurus utilizes.

Pension Consulting Services Fees

Asset-Based Fees for Pension Consulting

        Total Assets Under Management            Annual Fee
        $0 - $500,000                            1.20%

        $500,001 - $1,000,000                    1.00%

        $1,000,001 - $2,000,000                  0.90%

        $2,000,001 - $5,000,000                  0.80%

        $5,000,001 - $10,000,000                 0.65%

        $100,000,001 - AND UP                    Negotiable

       The fee schedule is a blended tier schedule. Please see below for example.

       Fee formula description: For purposes of calculating the client’s pension
       consulting services fees described above, an example is offered below for a sample
       $750,000 account:

           •   For that portion of the client’s account(s) up to $500,000 the adviser will charge
               an annual fee of 1.20% as described above, resulting in an annual fee of $6,000 on
               the first $500,000; plus
           •    For that portion of the client’s account(s) exceeding $500,000 but not exceeding
               $750,000, the adviser will charge an annual fee of 1.00% as described above,
               resulting in an annual fee of $2,500 on the portion between $500,000 and
               $750,000.

           This would result in a total annual fee of $8,500 on the sample $750,000 account.

The advisory fee is calculated using the value of the assets on the last business day of the
prior billing period

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of Taurus's fees within five business days of signing the Investment Advisory

Contract. Thereafter, clients may terminate the pension consulting agreement
immediately upon written notice.

Financial Planning Fees

Fixed Fees

Taurus offers four financial planning packages and the negotiated one-time fixed rates for
creating client financial plans is between $1,100 and $2,000.

Essential Package for Individuals ($1,100):
Tax Planning
Financial Life Planning
Employee Benefits
Investment Planning

Pro Package for Employees of Big Tech Firms and Start-Ups ($1,350):
Everything from Essential Package
+Equity Compensation (RSUs, ISOs, NQSOs)

Business Package for Professionals ($1,350):
Everything from Essential Package
+ Business (Schedule C, LLC, LP, Inc)

Elite Package for Business Owners ($2,000):
Everything from Essential Package
+Equity Compensation
+Business

Hourly Fees

The negotiated hourly fee for recurring financial planning services is between $500 and
$800.

Clients may terminate the agreement without penalty, for full refund of Taurus’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

B. Payment of Fees

Payment of Portfolio Management Fees
...

Item 7: Types of Clients

Taurus generally provides advisory services to the following types of clients:

       ❖       High-Net-Worth Individuals
       ❖       Pension and Profit Sharing Plans
       ❖       Charitable Organizations
       ❖       Corporations or Business Entities

There is no account minimum for any of Taurus’s services.