Veery Capital LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor.
Each Client shall sign one or more agreements that detail the responsibilities of Veery Capital, LLC and the Client.

A. Fees for Advisory Services

Investment Advisory Services
. Fees are based on the closing market value of the assets under management in the account(s) at the end of the quarter.
Veery charges up to a maximum of 2% however, fees are negotiable and specified in individual advisory contracts. Below
is a sample of our typical fee schedule:

            Assets Under Management                             Annual Fee (%)
            Up to $1,000,000                                       1.15%
            Next $1,00,001 to $2,000,000                           0.81%
            Next $2,000,001 to $3,000,000                          0.56%
            Next $3,000,001 to $4,000,000                          0.39%
            Next $4,000,001 to $5,000,000                          0.26%
            Next $5,000,001 to $10,000,000                         0.17%
            Next $10,000,001 to $15,000,000                        0.11%
            Next $15,000,001 & Up                                  0.07%

Investment Management Platform Fee :

            Assets Under Management                             Annual Fee (%)
            Up to $750,000                                         0.20%
            Next $750,001 to $2,000,000                            0.18%
            Next $2,000,001 to $3,000,000                          0.16%
            Next $3,000,001 to $4,000,000                          0.14%
            Next $4,000,001 to $5,000,000                          0.12%
            Over $5,000,001                                        0.00%

The registered entity, Veery Capital, provides ongoing investment management and implementation services to IARs
(and by extension their clients). These services include a portfolio allocation research, due diligence, trade execution,
and rebalancing calculations among other items. The RIA employs a full-time Investment Specialist in this role. Clients
of the RIA who use Charles Schwab as a custodian are subject to this declining fee schedule,which is listed on our
Letter of Engagement. IARs do not participate in the revenue generated by this fee and have nofinancial incentive to
recommend Charles Schwab over a different custodian.

Investment advisory fees are paid quarterly, at the end of each calendar quarter, pursuant to the terms of the investment
advisory agreement. Fees are based on the closing market value of the assets under management in the account[s] and
the end of the quarter based on the following schedule:

The investment advisory fee in the first month of service is prorated from the inception date of the Client’s account[s] to
the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by
Veery Capital, LLC will be independently valued by the Custodian (as discussed in Item 12). Veery Capital, LLC will not
have the authority or responsibility to value portfolio securities.

Clients may make additions to and withdrawals from their account[s] at any time, subject to Veery Capital’s right to
terminate an account. Additions may be in cash or securities provided that Veery Capital, LLC reserves the right to
liquidate any transferred securities or decline to accept particular securities into a Client’s account[s]. Clients may
withdraw account assets on notice to Veery Capital, subject to the usual and customary securities settlement
procedures. However, Veery Capital, LLC designs its portfolios as long-term investments, and the withdrawal of assets
may impair the achievement of a Client’s investment objectives. Veery Capital, LLC may consult with its Clients about
the options and ramifications of transferring securities. However, Clients are advised that when transferred securities are
liquidated, they are subject to transaction fees, fees assessed at the mutual fund level (i.e. contingent deferred sales

charge) and/or tax ramifications.

Use of Independent Managers
For Client account[s] implemented through an Independent Manager, the Client’s overall fees may Veery Capital’s
investment advisory fee (as noted above) plus advisory fees and/or platform fees charged by the Independent Manager[s],
as applicable. The Independent Manager may assume responsibility for calculating the Client’s fees and deduct all fees
from the Client’s account[s]. In such instances, Veery Capital, LLC will not charge its fee separately on those assets.

Financial Planning Services
Veery Capital, LLC offers financial planning services on either an hourly basis or a fixed engagement. Hourly
engagements are billed at a rate ranging from $150 to $500 per hour, based on the complexity of the services to be
provided and the experience level of the Advisory Person. Fixed fee engagements are negotiated based on the expected
number of hours to complete the engagement at the negotiated hourly rate. Fees may be negotiable at the sole discretion
of the Advisor. An estimate for total hours and/or costs will be provided to the Client prior to engaging for these services.

The Advisor’s fee is exclusive of, and in addition to, brokerage fees, transaction fees, and other related costs and
expenses, which may be incurred by the Client. However, the Advisor shall not receive any portion of these commissions,
fees, and costs. For certain Clients, financial planning services are included in investment advisory fee.

Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an asset-based fee that typically ranges from 0.20% to 1.00%
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Item 7 – Types of Clients
Veery Capital, LLC offers advisory services to individuals, high net worth individuals, families, trusts, estates, and
businesses and retirement plans. Veery Capital, LLC generally does not impose a minimum size for establishing a
relationship. However, certain investments and strategies may require certain minimums for effective implementation.