The Ameriflex Group Inc

Item 5 – Fees and Compensation

AB    Fees for Cambridge Managed Account Platform Accounts. We offer CMAP accounts on a
      non-wrap fee basis meaning that advisory fees we charge are separate from charges
      associated with clients’ accounts custodied at NFS, Pershing, Schwab Advisor Services, or
      through Fidelity Brokerage Services LLC on their FIWS platform. For more information
      on any custodial account charges, please refer to the custodian’s account establishment
      documentation.

      Each of our IARs negotiates his or her own account fee schedule. Fees are charged on a
      monthly or quarterly basis, in advance or in arrears, based upon a percentage of the market
      value of the assets, including cash holdings, held in your account as of the last business
      day of the preceding calendar month or quarter. Your account fees are negotiable and will
      be debited from your account held at the custodian. If you terminate your relationship with
      us, you will be entitled to a pro-rata refund of any pre-paid fees based upon the number of
      days remaining after the date upon which the notice of termination is received. Please refer
      to the advisory agreement that you sign with your Advisor Affiliate for these details.

      Mutual funds and ETFs invested in your account have their own internal fees which are
      separate and in addition to the advisory fees paid to our firm. For more information on
      these fees, please see the applicable fund prospectus.

THE AMERIFLEX GROUP®, INC.                               FORM ADV PART 2A – FIRM BROCHURE

      Fees for Advisor Managed Portfolios Accounts. We offer Advisor Managed Portfolios as
      an account where no separate transactions charges apply and a single fee is paid for all
      advisory services and transactions (“Wrap Account”).

      You will pay our firm a monthly or quarterly account fee, in advance or in arrears, based
      upon a percentage of the market value of the assets, including cash holdings, held in your
      account as of the last business day of the preceding calendar month or quarter. Your
      account fees are negotiable and will be debited from your account held at the custodian. If
      you terminate your participation in this program, you will be entitled to a pro-rata refund
      of any pre-paid fees based upon the number of days remaining after the date upon which
      the notice of termination is received.

      Additionally, clients with Advisor Managed Portfolios Accounts on the AssetMark
      platform will also be responsible for the AssetMark platform fee. Fees and compensation
      for using the AssetMark Platform, are provided in more detail in the AssetMark Platform
      or Referral Disclosure Brochure. Fees and Investment Minimums schedules are included
      AssetMark’s Platform or Referral Disclosure Brochure and the Client Billing
      Authorization will also state the fee applicable to your account. The fees applicable to each
      Account on the AssetMark Platform will include: 1. Financial Advisor Fee, 2. AssetMark‘s
      Platform Fee, which includes any Strategist or Manager Fee, as applicable, and most
      custody fees. The Platform Fee Schedules for the various Investment Solutions are listed
      in the Fees & Minimum table, at the end of AssetMark’s Platform or Referral Disclosure
      Brochure. Other fees for special services may also be charged. The Client should consider
      all applicable fees.

      Each of our IARs negotiates his or her own account fee schedule with respect to the
      Advisor Managed Portfolios.

      Mutual funds and ETFs invested in your Advisor Managed Portfolios account have their
      own internal fees which are separate and in addition to the program account fees paid to
      our firm. For more information on these fees, see the applicable fund prospectus.

      Some mutual fund fees include 12b-1 fees which are internal distribution fees assessed by
      the fund, all or a portion of which are paid to the distributor(s) of such mutual funds. Our
      firm and your IAR do not retain 12b-1 fees paid by mutual funds.

      Fees for CAAP® and UMA. We offer CAAP® and UMA Portfolios as accounts where no
      separate transactions charges apply and a single fee is paid for all advisory services and
      transactions (e.g., a Wrap Account).

      You will pay a monthly or quarterly account fee, in advance or in arrears, based upon a
      percentage of the market value of the assets held in your account as of the last business day
      of the preceding calendar month or quarter. Your account fees are negotiable and will be
      debited from your account by the custodian. If you terminate your participation in this
      program, you will be entitled to a pro rata refund of any pre-paid fees based upon the
      number of days remaining after the date upon which the notice of termination is received.

THE AMERIFLEX GROUP®, INC.                               FORM ADV PART 2A – FIRM BROCHURE

      Each of our IARs negotiates his or her own account fee schedule for these WealthPort
      Programs.

      The account fees paid by the client include portions paid to your IAR (“Advisor Fees”), as
      well as to our firm, the custodian, Cambridge (“Platform Fee”), and the Program
      Manager(s) selected (“Program Fees”). Advisor Fees are set independently regardless of
      the Program Manager(s) selected. Mutual funds and ETFs invested in the account also have
      their own internal fees (“internal fund expenses”) which are separate and distinct from the
      program account fees (for more information on these fees, see the applicable fund
      prospectus).

      Since fees billed to your WealthPort Program account(s) are comprised of Program fees,
      Platform fees, and Advisor fees, your IAR has an incentive to recommend this WealthPort
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Item 7 – Types of Clients

We typically provide investment advice to individuals, high net worth individuals, pension and
profit sharing plans and their participants, corporations and other business entities. Because each
client is unique, they must be willing to be involved in the planning and ongoing processes of our
management of their account. Such involvement does not have to be time consuming, however we
want our clients to remain informed and have a sense of security about their investments.

The WealthPort Programs may require that you meet certain minimum account size and/or fee
requirements to open or maintain an advisory account. For further details related to these
requirements, please see the separate written brochures related to each prepared by the WealthPort
Program’s sponsor, Cambridge.

While we generally do not require any minimum account size to engage our Third Party Money
Manager Selection and Monitoring Services, certain TPMMs we may recommend to you under
this program may have account opening minimums, account maintenance requirements, and/or
minimum fee requirements. These minimums are generally non-negotiable and out outside of our
control. Please consult the disclosure brochure of the recommended TPMM for more information
on any account opening or minimum fee requirements.

There is no minimum opening account size or fee in connection with our Financial Planning and
Consulting Services, Non-Discretionary Advisory Services, or Retirement Plan Consulting
Services.