Caleb Fite

Financial Planning Services and Periodic Investment Consulting may be charged on a flat fee basis; specific amounts not stated.

$0 - $500,000: 0.15% Platform Fee (Wealth Solutions) $500,000.01 - $1,000,000: 0.12% Platform Fee (Wealth Solutions) $1,000,000.01 - $2,000,000: 0.10% Platform Fee (Wealth Solutions) $2,000,000.01 - $5,000,000: 0.08% Platform Fee (Wealth Solutions) $5,000,000.01 - $10,000,000: 0.06% Platform Fee (Wealth Solutions) $10,000,000.01 - $20,000,000: 0.04% Platform Fee (Wealth Solutions) $20,000,000.01 - $35,000,000: 0.03% Platform Fee (Wealth Solutions) $35,000,000.01+: 0.02% Platform Fee (Wealth Solutions) $0 - $500,000: 0.24% Platform Fee (Workplace Retirement Solutions) $500,000.01 - $1,000,000: 0.21% Platform Fee (Workplace Retirement Solutions) $1,000,000.01 - $2,000,000: 0.19% Platform Fee (Workplace Retirement Solutions) $2,000,000.01 - $5,000,000: 0.17% Platform Fee (Workplace Retirement Solutions) $5,000,000.01 - $10,000,000: 0.15% Platform Fee (Workplace Retirement Solutions) $10,000,000.01+: 0.15% Platform Fee (Workplace Retirement Solutions)

Commission-based compensation is reported in SEC Part 1 and acknowledged in brochure; specific rates not stated.

Financial Planning Services may be charged on an hourly fee basis; specific rates not stated.

Account minimum: Varies by Advisor and platform; examples include $10,000 for Lincoln Strategic and Adaptive Intelligence Models, $25,000 for J.P. Morgan Investment Management, and $150 periodic investment plan minimums. Some Advisors may not establish a minimum. Minimum fee: Client Custom Portfolios Program has a minimum annual Platform Fee of $100 per year. Fee-only: Financial Planning Services and Periodic Investment Consulting offered on flat fee or hourly fee basis; specific amounts not stated.