The Bendix Financial Group Inc

Item 5: Fees and Compensation
       A.     The client can determine to engage the Registrant to provide discretionary
       and/or non-discretionary investment advisory services on a wrap or non-wrap fee
       basis. The client’s fee calculation can be based upon a tiered or linear
       methodology. The chosen method will be detailed on the “Statement of
       Investment Selection” form.

       NON-WRAP FEE BASIS

Part 2A The Bendix Financial Group, Inc. – March, 2026                                   12

       The client can determine to engage the Registrant to provide discretionary
       investment advisory services on a fee basis. The Registrant’s annual investment
       advisory fee shall be based upon a percentage (%) of the market value and type of
       assets placed under the Registrant’s management (between 2.50% and negotiable,
       to be charged quarterly in advance, as follows:

        Assets Under Management                  Maximum Annual Fee
        $0 - $249,999                                  2.50%
        $250,000 - $499,999                            2.25%
        $500,000 - $749,999                            2.00%
        $750,001 - $1,246,999                          1.75%
        $1,250,000 - $1,999,999                        1.50%
        $2,000,001 - $4,999,999                        1.25%
        $5,000,001 - $24,999,999                       1.25%
        over $25,000,000                               1.00%

FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)
        The Registrant may determine to provide financial planning and/or consulting
services (including investment and non-investment related matters, including estate
planning, insurance planning, etc.) on a stand-alone fee basis. Registrant’s planning and
consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee
basis, and $250 to $500 on an hourly rate basis.

        When you receive financial planning services you may also purchase securities or
insurance products offered through Osaic Wealth pursuant to the plan or consultation.
Members of our Firm may receive commissions as Registered Representatives of Osaic
Wealth or insurance agents in connection with such transactions. Thus, we may have a
conflict of interest when providing financial planning services to you as there may be an
incentive for us to recommend specific courses of action through our financial planning
services that may lead to members of our Firm receiving additional compensation.

Please be aware that you are under no obligation to purchase products or services
recommended by us or members of our Firm in connection with our providing you with
financial planning services, or any advisory service that we offer.

Additional Fees and Expenses:

       Mutual fund investments in the programs that we offer are no-load or load at
       NAV. Your mutual fund investments may be subject to early redemption fees,
       12b-1 fees and mutual fund management fees as well as other mutual fund

Part 2A The Bendix Financial Group, Inc. – March, 2026                                13

       expenses. These fees are in addition to the fees and expenses referenced above.
       If a Mutual fund holding does charge a 12b-1 fee, this fee will be credited directly
       back to your account as we do not accept these fees. Please review the mutual
       fund prospectus for full details.

       Non-Wrap Fee In addition to the per-trade transaction charges referenced above,
       you will also be subject to per-trade confirmation fees as disclosed on your trade
       confirmation (typically $7.00 per trade) and an additional fee of $1.50 for each
       trade confirmation that you do not elect to receive electronically. You may also
       be subject to an additional, per-trade transaction charge on the selling of certain
       securities as disclosed on your trade confirmation (generally less than $1.00 on
       trades of $50,000 or less). These fees are not shared with us but are transaction
       charges paid to Osaic Wealth and our custodian. Please see Item 10 which
       explains our relationship with Osaic Wealth.

       There are additional fees relating to IRA and Qualified Retirement Plan accounts
       that you may incur such as maintenance and termination fees. You will find these
       fees disclosed in the account application paperwork provided to you in association
       with these accounts.

       Wrap Fee You will be charged an additional fee of $1.50 for each trade
       confirmation that you do not elect to receive electronically. You may also be
       subject to an additional, per-trade transaction charge on the selling of certain
       securities as disclosed on your trade confirmation (generally less than $1.00 on
       trades of $50,000 or less). These fees are not shared with us but are transaction
       charges paid to Oscaic Wealth and our custodian. Please see Item 10 which
       explains our relationship with Osaic Wealth.

       There are additional fees relating to IRA and Qualified Retirement Plan accounts
       that you may incur such as maintenance and termination fees. You will find these
       fees disclosed in the account application paperwork provided to you associated
       with these accounts.

In addition to providing advisory services, our Advisory Representatives may also sell
you securities products and other investment and insurance products in their capacity as
registered representatives of Osaic Wealth and as licensed insurance agents. We will
receive additional compensation in connection with this activity and the amount of
compensation will depend on the type of product purchased. We will have a greater
financial incentive to sell certain products as opposed to others. While our security sales
are reviewed for suitability by an appointed supervisor, you should be aware of the
...

Item 7: Types of Clients
         The Registrant’s clients shall generally include individuals, business entities,
trusts, estates and charitable organizations, pension and profit sharing plans. The
Registrant requires a minimum of $100,000 in assets under management (with a
minimum account size of $50,000) for investment advisory services. However,
Registrant, in its sole discretion, may reduce its annual minimum fee and/or charge a
lesser investment management fee based upon certain criteria (i.e. anticipated future
earning capacity, anticipated future additional assets, dollar amount of assets to be
managed, related accounts, account composition, negotiations with client, etc.).
        The account minimum for WMP is generally $50,000. Each Third Party
Advisory Service that we offer has specific account minimums. Their account minimums
are disclosed to you through their own Form ADV and associated paperwork that will be
presented to you.
        Registrant, in its discretion, may charge a lesser investment advisory fee, charge a
flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain

Part 2A The Bendix Financial Group, Inc. – March, 2026                                        19

criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar
amount of assets to be managed, related accounts, account composition, complexity of
the engagement, anticipated services to be rendered, grandfathered fee schedules,
employees and family members, courtesy accounts, competition, negotiations with client,
etc.). Please Note: As result of the above, similarly situated clients could pay different
fees. In addition, similar advisory services may be available from other investment
advisers for similar or lower fees. ANY QUESTIONS: Registrant’s Chief Compliance
Officer, Daniel Eccleston, remains available to address any questions that a client or
prospective client may have regarding advisory fees.