Wilkins Investment Counsel Inc

Item 5 – Fees and Compensation
Our non-negotiable fees for discretionary clients are based on the following annual rates and
are calculated quarterly in arrears based on principal value.
      0.75% on first $20 million of assets
      0.50% on assets over $20 million.
Our minimum annual fee for an individual account is $15,000 ($3,750 per quarter). Our
minimum annual fee for an institutional account is $25,000 ($6,250 per quarter).
Our Firm does not act as a custodian and depending on the custodian chosen, our fees can be
deducted from the account directly or an invoice will be mailed to the client. In addition to
our fees, clients can also incur trading commissions, fees associated with mutual fund
investments, wire transfer fees or custodial fees. Such fees and commissions are exclusive of
and in addition to our management fees. For more information regarding brokerage practices,
please refer to Item 12 below.
We also provide investment advice to certain outside private fiduciaries at agreed upon rates
based on the services provided. Such accounts are also not subject to the minimum annual
fees.

Payment of Fees

By signing our investment advisory agreement, you authorize WIC to instruct the account
custodian to directly debit fees from your account unless otherwise noted. Fees for our
advisory services generally require you to pay investment advisory fees in arrears. Any
unearned fees will be promptly refunded.

Item 7 – Types of Clients

Our Firm provides portfolio management services to individuals, high-net-worth individuals,
families, foundations, endowments, and other charitable institutions. Our fee schedule listed

in Item 5 above details our minimum annual fees for this service. Specifically, we charge a
minimum of $15,000 per year for individual clients and $25,000 per year for institutional
clients. We also provide investment advice to certain outside private fiduciaries.