Payment Option 1 - annual flat-fee based on the complexity of the clients situation billed in advance on a monthly, quarterly or semi-annual schedule. Fees are paid directly from the client and will be reviewed and updated at least annually. Starting at $333/mo ($3,996 annually).

Payment Option 2 - assets under management based fee and will be billed in accordance with the fee schedule below.

Account Value — Total Annual Fee

$0-$1,00,000 — 1.00%

$1,000,001-$5,000,000—0.80%

$5,000,001+ — 0.50%

Starting at $4,000

Fee Schedule

Flat Fee — .50% of assets under management

Starting at $49/mo