Unique Wealth LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of the assets in your
account and is set forth in the following annual fee schedule:

Annual Fee Schedule

The fee schedule below represents a "blended" fee schedule and includes an
illustration for the investor's understanding.

     Assets Under Management              Annual Fee
     First $100,000
                                          1.65%
     (Up to $100,000)
      Next $400,000
                                          1.25%
     ($100,001 to $500,000)
     Next $300,000
                                          1.00%
     ($500,001 to $800,000)
     Next $200,000
                                          0.85%
     ($800,001 to $1,000,000)
     Next $2,500,000
                                          0.75%
     ($1,000,001 to $3,500,000)
     Next $1,500,000
                                          0.72%
     ($3,500,001 to $5,000,000)
     Next $5,000,000
                                          0.60%
     ($5,000,001 to $10,000,000)
     Above $10,000,000
                                          0.45%
     ($10,000,001 or greater)

The annual fee schedule above shall be applied to your account on a "blended" basis. A
blended fee structure provides rate breakpoints as the value of the account increases. For
example, a hypothetical client account containing a balance of $725,000 would pay 1.65% on
the first $100,000 of the client's account; 1.25% on the next $400,000 of the client's account;
and 1.00% on the remaining $225,000 of the client's account balance.

Assets in each of your account(s) are included in the fee assessment unless specifically
identified in writing for exclusion. Additionally, the following types of accounts will be assessed
advisory fees on a separate flat rate basis outside of the above referenced fee schedule:
    • Eaglebrook Digital Assets: 0.90%
    • Fee Based Annuities: 1.00%
    • Structured Notes, Treasuries, Cash Solutions, and CDs: 0.60%
    • Custom Bond Portfolios: 0.75%

The annual fee is prorated and charged quarterly, in advance, based upon the market value of
the assets being managed by Unique Wealth, LLC on the last business day of the previous
quarter. There may be immaterial differences between the quarter end market value reflected
on your custodial statement and the valuation as of the last business day of the calendar quarter
used for billing purposes, given timing and account activity. If assets in excess of $50,000 are
deposited into or withdrawn from an account after the inception of a billing period, the fee
payable with respect to such assets is adjusted to reflect the interim change in portfolio value.
For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event
the Advisory Agreement is terminated, the fee for the final billing period is prorated through the
effective date of the termination and the outstanding or unearned portion of the fee is charged or
refunded to the client, as appropriate.

If the portfolio management agreement is executed at any time other than the first day of a
calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is
payable in proportion to the number of days in the quarter for which you are a client. Our
advisory fee is negotiable, depending on individual client circumstances and account type.

At our discretion, we may combine the account values of family members living in the same
household to determine the applicable advisory fee. For example, we may combine account
values for you and your minor children, joint accounts with your spouse, and other types of
related accounts. Combining account values may increase the asset total, which may result in
your paying a reduced advisory fee based on the available breakpoints in our fee schedule
stated above.

We will deduct our fee directly from your account through the qualified custodian holding your
funds and securities. We will deduct our advisory fee only when you have given our firm written
authorization permitting the fees to be paid directly from your account. Further, the qualified
custodian will deliver an account statement to you at least quarterly. These account statements
will show all disbursements from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement upon written notice. You will incur a
pro rata charge for services rendered prior to the termination of the portfolio management
agreement, which means you will incur advisory fees only in proportion to the number of days in
the quarter for which you are a client. If you have pre-paid advisory fees that we have not yet
earned, you will receive a prorated refund of those fees.

Financial Planning & Consulting Services
We charge flat fees ranging from $2,500 to $25,000 for financial planning and consulting
services, which are negotiable depending on the scope and complexity of the plan, your
situation, and your financial objectives. An estimate of the total time/cost will be determined at
the start of the advisory relationship. In limited circumstances, the cost/time could potentially
exceed the initial estimate. In such cases, we will notify you and request that you approve the
additional fee.

Our financial planning and consulting fees are due and payable as described in the advisory
agreement you entered into with us. Typically, our planning and consulting fees are either
payable in equal parts with 50% payable at inception of the engagement and the remaining
balance due on completion of the contracted services; payable in quarterly installments, as
invoiced; or due upon completion of the services rendered.

We will not require prepayment of a fee more than six months in advance and in excess of
$1,200. Should the engagement last longer than six months between acceptance of the
...

Item 7 Types of Clients
We offer investment advisory services to individuals, high net worth individuals, small
businesses, retirement plans and non-profit organizations.

In general, we do not require a minimum dollar amount to open and maintain an advisory
account; however, we have the right to terminate your account if it falls below a minimum size
which, in our sole opinion, is too small to manage effectively.

We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.