Triple Summit Advisors LLC

ITEM 5: FEES AND COMPENSATION
Global Asset Allocation Strategy
Fees for this strategy are generally 0.65% per year of the assets under management, billed at the end of
each quarter. If the fee is calculated by Interactive Brokers, it is done by multiplying the value of the
account as of the end of each trading day by the annual fee, then dividing the result by the number of
trading days in the year. If the fee is calculated by Charles Schwab, it is done based on the value of the
account as of the last day of the calendar quarter. In the event a subadvisor is used, Triple Summit retains
0.50% and compensates the subadvisor 0.15% for its services. We may negotiate lower fees based on
amount of managed assets.

Global Compounding Quality Strategy
Fees for this strategy are generally 1% per year of the assets under management, billed at the end of each
quarter. If the fee is calculated by Interactive Brokers, it is done by multiplying the value of the account
as of the end of each trading day by the annual fee, then dividing the result by the number of trading days
in the year. If the fee is calculated by Charles Schwab, it is done based on the value of the account as of
the last day of the calendar quarter. We may negotiate lower fees based on amount of managed assets.

Global Opportunistic & Event Driven Strategy
Fees for this strategy are generally 1.5% per year of the assets under management, billed at the end of
each quarter. The fee is calculated by Interactive Brokers, our custodian/broker-dealer, by multiplying
the value of the account as of the end of each trading day by the annual fee, then dividing the result by the
number of trading days in the year. We may negotiate lower fees based on amount of managed assets.

Qualified clients may elect to pay us a performance fee in lieu of the above asset-based fee. The
performance fee is calculated as of the last day of each calendar quarter. Triple Summit uses a 20 quarter
look back when determining the high water mark for performance fee calculation. When the account
profits for the current quarter exceed the unrecouped net losses for the 20 quarters immediately prior to
the quarter end, we will receive a performance fee of 15% of the profits generated. Solely for purposes of
computing this fee, net profits and net losses include unrealized gains and losses. If you withdraw capital
from your account, the performance fee for the amount withdrawn will be calculated as of the withdrawal
date. Performance fee arrangements are not available to residents of Washington state.

In order to pay a performance fee you must meet certain requirements. Typically our new clients must
meet one of the following criteria:

    • Have a net worth (or together with spouse have a net worth) of at least $2.2 million, excluding
      value of primary residence.

    •   Have at least $1.1 million invested with us.

Existing clients are subject to the standards in place at the inception of the relationship. Our Investment
Management Agreement provides additional qualification standards.

All performance fees will be charged in a manner that complies with applicable rules and regulations,
including Section 260.234 of the California Code of Regulations.

Triple Summit Advisors, LLC
Brochure Supplement
Wei Wang

Global Quantitative Factor Investing Strategy
Fees for this strategy are generally 1% per year of the assets under management, billed at the end of each
quarter. The fee is calculated by Charles Schwab based on the value of the account as of the last day of
the calendar quarter. Triple Summit retains 0.80% and compensates the subadvisor 0.20% for its
services. We may negotiate lower fees based on amount of managed assets.

Held Away Accounts
Per the fee for the Global Asset Allocation Strategy, Triple Summit will charge a fee of 0.65% per year of
the assets under management. We may negotiate lower fees based on amount of managed assets.

A portion of this fee (0.25% per year), is paid to Pontera to allow access to Held Away Accounts.

These fees are billed quarterly, in arrears, based on the value of the account as of the last day of the
calendar quarter and will be prorated for contributions and withdrawals made during the quarter. You
may instruct us to deduct these fees from a taxable account being managed by us, or we can invoice via
AdvicePay.

Other Costs Involved
In addition to our advisory fee shown above, you are responsible for paying fees associated with investing
for your account. These fees include:

    • mutual fund loads (if applicable). These charges are paid to brokers as a form of commission.

    • management fees for ETFs and mutual funds. These are fees charged by the managers of the ETF
      or mutual fund and are a portion of the expenses of the ETF or mutual fund.

    • brokerage costs and transaction fees for any securities or fixed income trades. These are
      generally charged by your custodian and/or executing broker.

Additional information about brokerage costs and services is provided in “Item 12: Brokerage Practices.”

We believe the fees mentioned above are competitive; however you may be able to obtain similar services
from other sources at a lower price.

Financial Planning
Financial planning services are provided for a fixed fee ranging from $1,000 - $5,000, based on the scope
and complexity of the services to be provided. This fee is based on the estimated time to complete the
project, based on our hourly fee of $400. Fee(s) may be higher than normally charged in the industry and
similar services may be offered by another adviser at a lower fee. To the extent there are other extraneous
expenses, it will be explicitly stipulated in the contract. We require a deposit of 50% of the negotiated fee
at the time of signing the Financial Planning Agreement. All financial planning services are completed
within 6 months. You will receive an invoice upon completion of the financial plan or finished product
...

ITEM 7: TYPES OF CLIENTS
Our clients are typically individuals, trusts and corporate entities. Generally we require that clients have a
minimum opening balance of $250,000. However, we may waive that minimum at our sole discretion.
Please see Item 5 for qualification standards related to clients who pay a performance fee.