Washington Square Capital Management LLC

Item 5: Fees and Compensation
How we are paid depends on the type of advisory service we are performing. Please review the fee and
compensation information below.

Standard Advisory Fee
Our standard advisory fee is based on the market value of the assets under management and is
calculated as follows:
                     Household Assets Under Management            Annual Advisory Fee
                     $0 to $100,000                               1.50%
                     $100,001 to $500,000                         1.25%
                     $500,001 to $5,000,000                       1.00%
                     Over $5,000,000                              By Negotiation

The annual fees are negotiable in certain cases and are generally pro-rated and paid in arrears on a
quarterly basis. No increase in the annual fee shall be effective without prior written notification to the
Client.
Clients may elect to be billed directly for fees or to authorize us to directly debit fees from their account.
Accounts initiated or terminated during a calendar quarter will be charged a pro-rated fee. Upon
termination of any account, any unpaid fees will be due and payable.

Financial Planning Fee
Depending upon the complexity of the situation and the needs of the client, the fixed fee for these
services will range between $1,000 and $5,000. The fee may be negotiable in certain cases. Half of the
fee is due at the beginning of process and the remainder is due at completion of work, however, we will
not bill an amount above $1,200.00 more than 6 months in advance. In the event of early termination,
the client will be billed for the hours worked at a rate of $300.00 per hour. If the initial deposit is greater
than the amount billed, then the client will be refunded the difference. If the initial deposit is less, then
the client will be billed the difference.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses
which shall be incurred by the client. Clients may incur certain charges imposed by custodians, brokers,
third party investment advisers and other third parties such as fees charged by managers, custodial fees,
deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and
other fees and taxes on brokerage accounts and securities transactions. Mutual fund and exchange
traded funds also charge internal management fees, which are disclosed in a fund’s prospectus. Such
charges, fees and commissions are exclusive of and in addition to our fee, and we shall not receive any
portion of these commissions, fees, and costs.

Washington Square Capital Management LLC: Form ADV Part 2A

Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for
client’s transactions and determining the reasonableness of their compensation (e.g., commissions).

Item 7: Types of Clients
We provide portfolio management services to individuals, high net worth individuals, pension and profit-
sharing plans, charitable organizations, trusts, corporations and other businesses or organizations. Our
minimum account size requirement is $100,000.