Tempo Wealth LLC

Item 5 Fees and Compensation
Fees and other charges

Portfolio Management:

Fees for individually managed accounts are tier priced as follows:

       Account Size            Fee (Annual percentage)*

·    First 1M                 1.15%
·    $1M-3M                    1.10%
·    $3M-6M                    1.0%
·    $6M- 10M                 .80%
·    $10M-$20M                .70%
·    $20M Up                 Negotiable

Wealth Management w/ Financial Planning:

·    First 1M                 1.0%
·     $1M-3M                  1.0%
·    $3M-6M                   .90%
·    $6M- 10M                 .80%
·    $10M-$20M                .60%
·    $20M Up                Negotiable

All asset-based fees are deducted by the qualified custodian of record on a quarterly basis in advance, or
as otherwise indicated in the client agreement. Client statements for prior deductions will be provided on
a quarterly basis. Deposits receive mid-quarter will be charged in advanced on a pro- rata basis.

All fees paid to Adviser for investment advisory services are separate and distinct from the expenses
charged by third-party managers and Investment Companies to their shareholders. These fees and

Tempo Wealth, LLC

expenses are described to the client in separate disclosures. These fees will generally include third-party
management fees, an Investment Company management fee, other fund expenses, and in some situations a
possible distribution fee.

Tempo Wealth will provide portfolio management services but will not provide custodial or other
administrative services. The Client may contact the Custodian directly for disbursements, or account
record changes, and may also do so in writing to the custodian.

The client is responsible for all custodial and securities execution fees charged by the custodian and
executing broker dealer. Fees paid to Tempo Wealth are separate and distinct from the custodian and
execution fees.

Clients may request to terminate their advisory contract with Tempo Wealth, as a whole or in part, by
providing advance written notice. Upon termination, any fees paid in advance will be prorated to the date
of termination and any excess will be refunded to client through the Custodian. Client’s advisory
agreement with Tempo Wealth is non-transferable without Client’s written approval.

Fee Deduction Disclosure

Where Tempo Wealth deducts its management fee from client accounts utilizing a qualified custodian,
the Adviser is required to meet the following requirements:

a. Possess written authorization from the client to deduct advisory fees from an account held by a
qualified custodian; and

b. The firm must send the qualified custodian a written invoice detailing the amount of fee to be
deducted from the client account.

Financial Planning Fees

Fixed fees are commensurate with asset-based fees and may be negotiated for investment services, and
are established as fixed fees where the intent of the client is that fees are not variable automatically with
changes in asset values on a quarterly basis. Fixed fee arrangements under the client agreement are for a
period of one year and then convert automatically to asset-based fees unless a new fixed fee agreement is
established. Fixed fees are deducted and invoiced in the same fashion as asset-based fees for
investment services.

We charge financial planning fees in advance. Financial planning fees start at $1,000 for Renewal
Financial Plans for existing clients and $3,000 minimum for new clients with a maximum of $15,000
in planning fee. The exact fixed fees for financial planning services offered by the firm will be
determined in advance based on the agreement between the client and the firm and based on the
information provided by the client at that time or the complexity of the plan.

Fixed fees paid in advance will be prorated to the date of termination and the excess refunded to the client
by check as soon as practicable. Where the firm may request a fee in advance, the amount paid in advance
will not be more than $1,200 per client and 6 months in advance. The remaining fixed fees will be paid
after services are performed.

Tempo Wealth, LLC

Pension Consulting Fees

For pension consulting services, Tempo Wealth charges an annual fee based on a percentage of plan assets
under advisement, a flat fee, or a combination thereof, as set forth in the applicable 3(21) Investment
Advisory Agreement. Fees are billed quarterly in arrears, as agreed upon in the agreement. Fees may be
paid directly by the plan sponsor or deducted from plan assets, as directed by the plan representatives.

Pension consulting fees do not include recordkeeping fees, custodial charges, brokerage commissions,
mutual fund or exchange-traded fund expenses, or other plan-related expenses, all of which are borne
separately by the plan and/or participants. Tempo Wealth does not receive any commissions or other
compensation from investment products recommended to plans or participants.

Selection of Other Advisor Fees

Tempo Wealth will receive a portion of the fee paid to the third-party adviser. This relationship will be
memorialized in each contract between Tempo Wealth and each third-party adviser. Brinker, Lincoln,
and Jefferson Nation/ Nationwide.

Fees and Expenses Related to Alternative Investments

The Client understands that Alternative Investments typically involve fees and expenses charged by the
investment sponsor or manager, including management fees, performance-based fees, administrative
expenses, and other fund-level costs.

Advisory fees for alternative investments may vary, but will be properly disclosed at the time of
purchase. Fees for semi-liquid options and digital assets/options strategies will be based on a
percentage of assets under management. For illiquid alternative investments (such as private funds or
other long-term, illiquid vehicles), the Firm’s advisory fees are determined on a case-by-case basis.
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Item 7 Types of Clients
Tempo Wealth provides investment advice to individuals, high net worth individuals, trusts,
associations and businesses.

Minimum Account Size

The Firm does not require a minimum account size. Third-party managed programs generally have
account minimum requirements, and these minimum requirements vary from manager to manager.
Account minimums are generally higher on fixed income accounts than equity-based accounts.