Wealthspan Partners LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
more written agreements with the Advisor.

                                                Wealthspan Partners, LLC
                                   5025 Utica Ridge Road, Suite 101, Davenport, IA 52807
                                       Phone: (563) 723-7301 | Fax: (563) 723-7303
                                            http://www.wealthspanpartners.com

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid monthly, at the end of each month, at annual rate ranging from 0.25% to 1.50%,
pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on the average
daily market value of assets under management during the month. Fees are based on several factors: including the
level of assets to be managed, the scope and complexity of the Client engagement and the overall relationship. The
investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end
of the first month. 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 Advisor. All securities held in accounts managed by
Wealthspan will be independently valued by the Custodian. Wealthspan will conduct periodic reviews of the
Custodian’s valuation to ensure accurate billing.

The Client may make additions or withdrawals from the account[s] at any time, subject to the Advisor’s right to
terminate an account or the overall relationship. Additions may be in cash or securities provided that the Advisor
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 Wealthspan, subject to the usual and customary
securities settlement procedures. However, withdrawals from the Client's account[s] may impede the Advisor's ability
to implement the investment strategy designed for the Client. Clients are advised that when such securities are
liquidated, they may be subject to securities transaction fees, short-term redemption fees, and/or tax ramifications.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
related costs and expenses described in Item 5.C, which may be incurred by the Client. However, the Advisor shall
not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Wealthspan may include financial planning services as a component of investment management services or it
may be offered as a stand-alone service. Project-based finanancial planning engagements may be offered at an
hourly rate of up to $200 per hour or a fixed engagement fee. Ongoing financial planning engagements are offered
for a fixed quarterly fee based on the scope of services to be provided. Fees may be negotiable at the sole discretion
of the Advisor, based on the nature and complexity of the services to be provided and the overall relationship with
the Advisor. An estimate for total hours and/or costs will be provided prior to establishing the advisory relationship.

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the end of each month. The amount due is calculated by applying the monthly rate to
the average daily market value of assets under management during the month. Clients will be provided with a
statement, at least quarterly, from the Custodian reflecting deduction of the investment advisory fee. It is the
responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage statement as
the Custodian does not assume this responsibility. Clients provide written authorization permitting Wealthspan to be
paid directly from their account[s] held by the Custodian as part of the investment advisory agreement and separate
account forms provided by the Custodian.

Financial Planning Services
Financial planning fees for project-based engagements are invoiced by the Advisor upon completion of the agreed
upon deliverable[s]. Financial planning fees for ongoing engagements are invoiced in advance of each quarterly
period.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Wealthspan, in connection with
investments made on behalf of the Client’s account[s], if applicable. The Client is responsible for all securities
execution and custody fees charged by the Custodian, if applicable. The Advisor's recommended Custodian does
not charge securities transaction fees for ETF and equity trades in Client accounts, provided that the Client’s
accounts meet the terms and conditions of the Custodians brokerage requirements. However the Custodian
typically charges for mutual funds and other types of investments. All fees paid to Wealthspan for investment

                                                Wealthspan Partners, LLC
                                   5025 Utica Ridge Road, Suite 101, Davenport, IA 52807
                                       Phone: (563) 723-7301 | Fax: (563) 723-7303
                                            http://www.wealthspanpartners.com

advisory or financial planning services are separate and distinct from any and all other fees and expenses charged
by broker-dealers/custodians, plan administrators, or any other expense associated with the Client’s accounts.
...

Item 7 – Types of Clients
Wealthspan offers investment advisory services to individuals, high net worth individuals, trusts, estates,
charitable organizations and businesses. The amount of each type of Client is available on Wealthspan’s Form
ADV Part 1A. These amounts may change over time and are updated at least annually by the Advisor. Wealthspan
generally does not impose a minimum size for establishing a relationship.