Wealthspan Investment Management LLC

Item 5 – Fees and Compensation
FINANCIAL PLANNING SERVICES
        COMPREHENSIVE PLANNING AND ONGOING SERVICES
Comprehensive Planning Services are offered on a fixed fee basis that ranges from $1,000 to
$10,000. The fixed fee varies depending on the nature and complexity of your individual
circumstances and the number of areas covered by the written financial plan. Your Financial
Planning Agreement will show what you will be charged to complete the scope of services as
defined in the agreement. We will collect the agreed-upon fee upon delivery of the written
financial plan. With our ongoing services, the fee will be collected at the end of each month, in
arrears. The fee is negotiable and may be waived at our discretion.
        FINANCIAL CONSULTING SERVICES
Consulting services are offered at an hourly rate of $500. At the beginning of engagement, we
will provide you with a written estimate of the number of hours we believe the services will take.
However, we will track the time we spent collecting your information, analyzing and researching
the chosen topics, and presenting our findings to you. We will collect the fee at the final meeting.
You may cancel the financial planning and consulting agreement for any reason during the first
five (5) business days from the date of signing the agreement and will receive a 100% refund of
all fees paid without cost or penalty. After the first five (5) business days you may cancel the
agreement by giving ten (10) days’ written notice. To cancel the agreement, you must notify us

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in writing at Wealthspan Investment Management, LLC, 5030 Corporate Exchange Blvd. SE, Suite
201, Grand Rapids, MI 49512.
PORTFOLIO MANAGEMENT SERVICES
We charge an annual management fee based on a percentage of the assets under management
in your account as reported by the custodian. Our management fee schedule varies based on
the model in which the assets in your account are placed. The model portfolio fee schedules
are:
                                            ACTIVE ALLOCATIONS
Enhanced| Legacy | Dividend Focus | Growth Focus| Health Focus | Enhanced Core-Satellite
                                        Fee (tiered)            Maximum IAR Fee           Total Fee
          $0 - $500,000                   0.50%                      1.25%                 1.75%
      $500,001 - $1,000,000               0.45%                      1.25%                 1.70%
     $1,000,001 - $2,000,000              0.40%                      1.25%                 1.65%
           $2,000,001+                    0.35%                      1.25%                 1.60%
                                        STRATEGIC CORE-SATELLITE
                                        Fee (tiered)            Maximum IAR Fee           Total Fee
          $0 - $500,000                   0.40%                      1.25%                 1.65%
      $500,001 - $1,000,000               0.36%                      1.25%                 1.61%
     $1,000,001 - $2,000,000              0.33%                      1.25%                 1.58%
           $2,000,001+                    0.30%                      1.25%                 1.55%
                                         STRATEGIC ALLOCATIONS
                             Strategic | Strategic US-only | Strategic Lite
                                           Fee                  Maximum IAR Fee           Total Fee
        $0 - $500,000                    0.25%                       1.25%                 1.50%
     $500,001 - $1,000,000               0.23%                       1.25%                 1.48%
         $1,000,001+                     0.20%                       1.25%                 1.45%
                               THIRD-PARTY MANAGER ALLOCATIONS
                                          Management              Third-Party   Maximum          Total
                                             Fee                      Fee        IAR Fee      Investment
                                                                                              Advisory Fee
  Zacks Investment Management                 0.35%                 0.28%         1.25%            1.88%
         Scarecrow Trading                    0.35%                 0.50%         1.15%            2.00%
              Ai Alpha                        0.20%                 0.30%         1.00%            1.50%

Our management fee is tiered, which means the applicable rate will be applied to the custodian-
reported account value in each account value range. For example, an account investing in an

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Enhanced model with a $750,000 account value, will be charged 0.50% on the first $500,000 and
0.45% on the remaining $250,000.
Our management fee is separate from the fee charged by your IAR. The maximum fee your IAR
can charge is 1.25%, as disclosed in the fee schedules above. The total management fee paid
by you equals our management fee in addition to the IAR’s fee (i.e., 1.25%). The IAR’s fee is not
tiered.
Our fees can include a fee paid to a signal provider (as a percentage of the fees generated within
a particular model). Thus, a portion of the management fees paid by you can be used to
compensate the signal providers. These signal providers do not, in any way, engage in providing
insider-trading data and we have strict policies against the use of insider-trading information.
All fees are calculated and billed monthly in arrears, meaning they are calculated and collected
at the end of each month. The fee calculations will be based on the custodians’ reported
account value as of the last business day of the month. The fees are negotiable based on the
size of the account. You may aggregate accounts to achieve a lower rate. The initial month’s
...

Item 7 – Types of Clients
We offer our services to individuals, high net worth individuals, corporations and other business
entities, and pension and profit-sharing plans. We do not require a minimum account size.

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