The Stanich Group LLC

Item 5: Fees and Compensation

CW will receive compensation based on the type of advisory services CW performs. The CW investment
advisory contract may be terminated by the client within five (5) business days of the signing of the
advisory agreement/contract and the client will not be responsible for advisory fees incurred during that
time. Please review the fee and compensation information below.

Investment Management with Financial Planning

The annualized fee for Investment Management with Financial Planning services will be charged as a
percentage of assets under management (AUM), according to the following schedule:

                                                                  Annual Percent of
                               Asset Range
                                                                 Total Market Value
                             Up to $1,000,000                          1.00%

                             Next $2,000,000                           0.80%

                             Next $2,000,000                           0.60%

                         Amounts Over $5,000,000                       0.40%

The annual fees shown are based upon a blended rate. For example, the annual fee rate for a client with
AUM of $3,000,000 will be 0.87%. CW may group certain related client accounts for the purposes of
determining the annual fee. The annual fees are negotiable, and legacy clients and family & friends of
CW associates may pay lower fees.

Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value
(market value or fair market value in the absence of market value), of the client’s account at the end of
the previous quarter. Clients have the option of paying the fee directly to CW or give CW the authority
to deduct the fee due directly from the client’s account. The minimum annual fee will be $7,500; this

minimum fee is negotiable, and legacy clients and family & friends of CW associates may pay a lower
minimum.

A minimum of $750,000 of assets under management is usually required for Investment Management
with Financial Planning services. CW may group certain related client accounts for evaluation of this
minimum. This minimum is negotiable, and legacy clients and family & friends of CW associates may
have a lower minimum.

Financial Planning and Consulting

CW’s offers Financial Planning and Consulting services without investment management. The standard
fee for these services is $7,500 for individuals and $10,000 for couples and business owners and is
charged half up front and half at completion. This fee is negotiable, and legacy clients and family &
friends of CW associates may pay lower fees.

CW will occasionally offer an hourly engagement for short projects or previous clients. Our hourly fees
for financial planning and consulting are $400/hr. A minimum of four hours will be charged. Hourly fees
are directly invoiced to clients monthly in arrears. Hourly fees are negotiable, and legacy clients and
family & friends of CW associates may pay lower fees.

Divorce Financial Planning

CW’s Divorce Financial Planning fee ranges from $7,500 to $20,000 depending on complexity. This fee is
charged half up front and half at completion of the project. These fees are negotiable, and legacy clients
and family & friends of CW associates may pay lower fees.

Fee Billing

Investment Management with Financial Planning services fees are billed quarterly, in advance, based
upon the end of the most recent quarter balance of the accounts managed by CW. The custodian being
used will send a statement to the client(s) with the amount of AUM in each account managed by CW.
Clients have the option of paying the fee directly to CW or give CW the authority to deduct the fee due
directly from the client’s account.

Clients may terminate the agreement for a full refund of the fees (paid/due) within five business days of
signing the Investment Advisory Contract. Thereafter, clients may terminate the investment advisory
contract at any time and for any reason with written notice to CW. In such a case, CW will receive pro‐
rata compensation, and pro-rata refunds to clients issued, based upon the type of advisory services CW
performs during that time.

Other Fees and Expenses

CW does not charge additional fees other than those disclosed above. CW does not receive or
share any additional fees or expenses incurred by advisory clients.

CW reserves the right to negotiate fees that differ from the fee structure disclosed above.

CW clients will incur brokerage and other transaction costs by the custodian, in which CW does not
receive and/or share in these fees; see Item 12 for additional information.

CW and its supervised persons do not accept any compensation for the sale of securities an/or other
investment products or vehicles, including asset‐based sales charges and/or service fees from the sale
of mutual funds.

Lower fees for comparable services may be available from other sources.

Item 7: Types of Clients & Account Requirements

We have the following types of clients:

        Individuals.
        High Net Worth Individuals.
        Businesses.

A minimum of $750,000 of assets under management is usually required for Investment Management
with Financial Planning services. CW may group certain related client accounts for evaluation of this
minimum. This minimum is negotiable, and legacy clients and family & friends of CW associates may
have a lower minimum.