Plan Group Financial, INC.

Fees are based on a percentage of assets under management, billed monthly in arrears. While all fees are negotiable, the annual fee schedule starts at 2.00% for the first $250,000, decreasing to 1.75% for assets between $250,001 and $1,000,000, and 1.50% for assets between $1,000,001 and $5,000,000. Fees for assets over $5,000,001 are negotiated. Plan Group may utilize Perissos Wealth Management, an unaffiliated third-party asset manager, to manage certain client assets. Perissos charges 0.50% on client assets managed through Plan Group. This fee is in addition to the advisory fee charged by Plan Group and is paid to Perissos by Plan Group from the advisory fee assessed on your account. This fee is only assessed on those assets being managed by Perissos. The total advisory fee you pay will never exceed the annual fee schedule listed above. The firm also offers fee-based financial plans, with fees based on the complexity of the client's financial situation and needs. Fees for retirement plan consulting services typically range from 0.20% - 0.50% of the market value of the plan’s account per annum.