Walkner Condon Financial Advisors LLC

ITEM 5: FEES & COMPENSATION

A. FEE SCHEDULE
Investment Management Services Fees

      TOTAL ASSETS UNDER MANAGEMENT               ANNUAL FEES
      $0 - $1,000,000                             1.00%
      $1,000,000 - $3,000,000                     0.75%
      $3,000,000 - $5,000,000                     0.50%
      $5,000,000 - AND UP                         0.25%

WCFA uses the value of the account as of the last business day of the billing period, after taking into account
deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee
is based.

For example, the monthly fee for a client with assets under management of $1,500,000 will be calculated as
follows: (($1,000,000 x 1.00%) + ($500,000 x 0.75%)) / 12 = $1,145.83.

These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory
agreement. Investment Management Services Fees also cover Financial Planning Services. Clients may
terminate the agreement without penalty for a full refund of WCFA’s fees within five business days of signing the
Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract generally with
30 days’ written notice.

Promoter Referrals
WCFA may accept client referrals from third-party promoters as described in Items 4 and 14. Referred clients
receive all services outlined in our Investment Management Services

Selection of Other Advisers Fees
WCFA will receive its standard fee on top of the fee paid to the third-party adviser. This relationship will be
memorialized in each contract between WCFA and each third-party adviser. The fees will not exceed any limit
imposed by any regulatory agency.

These fees are negotiable.

Project-Based Estate Planning Services Fees
Estate Planning Services is offered for a one-time fee of $2,500. In the event of early termination, any prepaid but
unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the
Client and no further fees will be charged. WCFA may, at our sole discretion, amend or waive Estate Planning
Services Fees

B. PAYMENT OF FEES
In some cases, WCFA may collect fees on a different frequency, that will be completed on a case-by-case basis
and documented in the client agreement.

Payment of Investment Management Services Fees
Asset-based investment management services fees are withdrawn directly from the client’s accounts with client’s
written authorization on a monthly basis. Fees are paid in arrears.

Payment of Selection of Other Advisers Fees
WCFA may recommend that certain clients utilize the services of third-party investment advisers to manage a
portion or all of the client’s portfolio. Fees for selection of third-party investment advisers will be withdrawn directly
from the client’s accounts with client’s written authorization, and may be paid monthly or quarterly, in advance or
in arrears, as outlined in agreements clients sign directly with such third-party investment advisers.

C. CLIENT RESPONSIBILITY FOR THIRD-PARTY FEES
Clients are responsible for the payment of all third-party fees (i.e. custodian fees, brokerage fees, mutual fund
fees, transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged by WCFA.
Please see Item 12 of this brochure regarding broker-dealer/custodian.

D. PREPAYMENT OF FEES
WCFA collects certain fees in advance and certain fees in arrears, as indicated above. Refunds for fees paid in
advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via
check or return the deposit back into the client’s account.

E. OUTSIDE COMPENSATION FOR THE SALE OF SECURITIES TO CLIENTS
Neither WCFA nor its supervised persons accept any compensation for the sale of investment products, including
asset-based sales charges or service fees from the sale of mutual funds.

ITEM 7: TYPES OF CLIENTS
WCFA generally provides advisory services to Individuals, High Net Worth Individuals, and Pension and Profit-
Sharing plans. WCFA’s investment minimum is $1,000,000, which may be waived at WCFA’s discretion.