Teeple Wealth Management LLC

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 ASSET MANAGEMENT FOR LIFTOFF CLIENTS
 TSN charges a flat annualized fee of 1.3% of the assets under management. The fee shall be
 split into quarterly installments to be paid in advance to Advisor on a quarterly basis. For
 clients with less than $25,000 in asset under management, TSN will charge an initial $400
 enrollment fee. Should the client desire to terminate the advisory relationship, they simply
 need to provide written notice to the advisor with 10 days notice of their intent to terminate
 the relationship. TSN will then pro-rate the fee that has been collected up to the effective
 termination date and issue the client a refund for the remaining difference that had been
 paid in advance. For Liftoff Clients, fees are automatically deducted from Client accounts.

 ASSET MANAGEMENT AND ASSETS HELD AWAY
 Client will pay Advisor a fee for its services. The fee shall be split into quarterly installments
 to be paid in advance to Advisor on a quarterly basis with a minimum annual fee of $2,500.
 If the amount of the fee is greater than the $2,500 annual minimum, the actual amount of the
 annual fee will be determined as follows:
 Client will pay a single fixed fee for asset management and assets held away. The fee shall
 be split into quarterly installments to be paid in advance to Advisor on a quarterly basis as
 follows:

                Portfolio Value                           Maximum Annual Fee
               First $1,500,000                                 1.0%
               Next $1,000,000                                  .85%
               Over $2,500,000                                  .50%

The Portfolio Value for the initial year is based on the date of entry into the agreement or
account opening by combining the value of all accounts managed by TSN and any assets held
away. The Portfolio Value for all subsequent years is based on the 12/31 balance of the
combined value of all accounts managed by TSN for the previous year.
This is a blended fee schedule, the asset management fee is calculated by applying different
rates to different portions of the portfolios. TSN shall aggregate related Client accounts for
the purposes determining the annualized fee. Fees are negotiable at the discretion of TSN.
The calculation for determining the quarterly fee is based on the formula [(F1 x PV1) + (F2
x PV2) + (F3 x PV3)]/4.
F1 = Fee for first tier of fee schedule
PV1 = Portfolio Value at first tier
F2 = Fee for second tier of fee schedule
PV2 = Portfolio Value at second tier
F3 = Fee for third tier of fee schedule
PV3 = Portfolio Value at third tier
For example, the annual fee for a Portfolio Value of $3,500,000 would be:
[($1,500,000 x 1%) + ($1,000,000 x .85%) + ($1,000,000 x .50%)]= $28,500.
The quarterly fee for a Portfolio Value of $3,500,000 would be:
[($1,500,000 x 1%) + ($1,000,000 x .85%) + ($1,000,000 x .50%)]/4 = $7,125
Fees are calculated annually based upon the December 31st ending balance of the assets
under management and then invoiced quarterly and paid one quarter in advance. Should
the client desire to terminate the advisory relationship, they simply need to provide written
notice to the advisor with 10 days notice of their intent to terminate the relationship. TSN
will then pro-rate the fee that has been collected up to the effective termination date and
issue the client a refund for the remaining difference that had been paid in advance.

Clients who hold assets at Charles Schwab & Co., Inc., where Teeple Wealth Management is
an institutional client, have the option to have their fee directly debited from one of their
accounts or to pay the fee separately on their own.
ONGOING FINANCIAL PLANNING AND CONSULTING SERVICES
Fees for planning services are based on the scope of the project with a maximum annual fee
of $10,000. In limited circumstances, TSN may negotiate the fee to be charged as a
percentage of net worth. The final fee is negotiated and agreed upon on a case by case
basis. Fees are due in equal payments quarterly in advance. . Should the client desire to
terminate the advisory relationship, they simply need to provide written notice to the
advisor with 10 days notice of their intent to terminate the relationship. TSN will then
pro-rate the fee that has been

collected up to the effective termination date and issue the client a refund based on the
percentage of work TSN has completed. TSN, at their sole discretion may waive all or part of
the planning and consulting fee at their discretion based on other services provided to the
Client.

LIMTED SCOPE FINANCIAL PLANNING AND CONSULTING SERVICES
Limited scope financial planning and consulting services are offered at an hourly rate of $250
per hour or a project fee up to $10,000. Prior to the commencement of services, Client will
be provided the estimated number of hours to complete the plan. Fees are due upon
execution the agreement. Should the client desire to terminate the advisory relationship,
they simply need to provide written notice to the advisor with 10 days notice of their intent
to terminate the relationship. TSN will then pro-rate the fee that has been collected up to
the effective termination date and issue the client a refund based on the percentage of work
TSN has completed.
Financial planning Clients have the option to have their planning fees directly debited from
one of their accounts managed by us or to pay the fee separately on their own.
ERISA PLAN SERVICES
An initial start up fee will be charged based on the number of participants and demographics
of the plan. This will be disclosed in Schedule A of the ERISA Agreement. Group enrollment
meetings will be billed at $1,500 per day. The ongoing annual fees are based on the market
value of the Included Assets and will not exceed 1%. The annual fee is negotiable and may be
charged as a percentage of the Included Assets or as a flat fee. Fees may be charged quarterly
...

Item 7: Types of Clients
Description
 TSN generally provides investment advice to individuals, high net worth individuals, Pension
 and profit sharing plans, corporations or business entities.
 Client relationships vary in scope and length of service.
Account Minimums
 TSN does not maintain a minimum account size.