Tiller Private Wealth Inc

Item 5: Fees and Compensation

INVESTMENT MANAGEMENT FEES
We charge a percentage of assets under management not to exceed 1.15% annually. We require a
minimum of $1 million of assets under management for this service. This account size may be
negotiable under certain circumstances. We collect fees quarterly, in arrears by deducting them from
your portfolios.

We do NOT accept compensation for the sale of securities or other investment products.

As described in Item 4, we may provide advice for assets custodied at other custodians. Our fees for
services to these external portfolios may be the same or less as the fees charged for our discretionary
investment management, depending upon complexity, scope of work etc. We collect these fees
quarterly, in arrears, by either deducting them from your discretionary accounts or by direct payment
by you.

INVESTMENT MANAGEMENT AND FINANCIAL PLANNING FEES
You must be an Investment Management client to receive our Financial Planning services. The Financial
Planning fee, not to exceed 0.50% of assets under management annually, is in addition to your
Investment Management fee. We determine the Financial Planning fee as an additional percentage of
assets under management, based on the nature of the services being provided and the complexity of
your circumstances. Financial Planning fees are collected in the same manner of Investment
Management fees.

Under limited circumstances we may charge a flat fee for Financial Planning services. We collect fees
quarterly, in arrears, by deducting them from your portfolios.

401(k) PLAN FEES
We charge a percentage of assets under management not to exceed 0.85% annually. We collect 401(k)
fees monthly, in arrears, by deducting them from the plan directly.

GENERAL INFORMATION
Limited Negotiability of Advisory Fees: We retain the discretion to negotiate alternative fees on a
case-by-case basis. We take into account various facts and circumstances in determining the fee
schedule. These include your financial complexity, assets to be placed under management, anticipated
future additional assets, related accounts, portfolio style, account composition and reporting, among
other factors.

We may group related accounts to achieve the minimum account size requirements and determine the
annualized fee.

Termination of the Advisory Relationship: Our services may be canceled at any time, by either party,
for any reason upon receipt of written notice. Upon termination of any account, any prepaid, unearned
fees will be promptly refunded on a pro-rata basis. Any unpaid fees will be due immediately.

Mutual Fund/ETF (Exchange Traded Fund) Fees: All fees you pay to us are separate and distinct from
the fees and expenses charged by funds to their shareholders. Each fund's prospectus describes these
fees and expenses. These fees will generally include a management fee, other fund expenses, and a
possible distribution fee. We do NOT recommend funds with sales charges, or "loads". Funds we
recommend are either no-load or load-waived funds. We occasionally recommend lower-expense
institutional-only fund classes with transaction fees payable to the custodian - we use these only when
the reduced fund expenses justify the nominal transaction cost. You could invest in a fund directly,
without our services. In that case, you would not receive the services provided by us which are
designed, among other things, to assist you in determining which fund or funds are most appropriate
to your financial condition and objectives. You should review both the fees charged by the funds and
our fees to fully understand the total amount of fees to be paid and to evaluate the advisory services
being provided.

Additional Fees and Expenses: In addition to our advisory fees, you are also responsible for the fees
and expenses charged by custodians, including, but not limited to, any transaction charges charged to
buy or sell securities for you. Please refer to the "Brokerage Practices" section (Item 12) of this Form
ADV for additional information.

ERISA Accounts: We are a fiduciary to advisory clients that are employee benefit plans or individual
retirement accounts (IRAs) pursuant to the Employee Retirement Income and Securities Act ("ERISA"),
and regulations under the Internal Revenue Service Code of 1986 (the "IRS Code"), respectively. We
are subject to specific duties and obligations under ERISA and the IRS Code that include, among other
things, restrictions concerning certain forms of compensation.

Advisory Fees in General: Similar advisory services may (or may not) be available from other
investment advisers for similar or lower fees.

Cash Holding Guidelines: Some of your assets may be held as cash and remain uninvested. Holding a
portion of your assets in cash and cash alternatives, i.e., money market fund shares, may be based on
your desire to have an allocation to cash as an asset class, to support a phased market entrance
strategy, to facilitate transaction execution, to have available funds for withdrawal needs or to pay fees
or to provide for asset protection during periods of volatile market conditions. Your cash and cash
equivalents will be subject to our investment advisory fees unless otherwise agreed upon. You may
experience negative performance on the cash portion of your portfolio if the investment advisory fees
charged are higher than the returns you receive from your cash.

Margin: You may choose to add a margin feature to your non-qualified account(s), allowing you to
borrow against the value of your investments. This would create a ‘negative’ cash position and reduce
the overall value of your account(s). Our investment advisory fees will typically be based on the entire
invested value of your portfolio, excluding any margin balance. We feel this allows us to focus on the
underlying investment work we do for you and removes the potential conflict of interest related to
recommendations we may make regarding your use of margin.
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TYPES OF CLIENTS
We provide services to individuals, high-net worth individuals, and charitable organizations.

ACCOUNT MINIMUMS
We require a minimum account of $1,000,000 for investment advisory clients, although this may be
negotiable. We may group certain related client accounts for the purposes of achieving the minimum
account size.