Paul Winkler, Inc.

Fixed fees for Wealth Planning services ($2,500 to $10,000); one-time fees for electronic educational courses ranging from $100 to $250 per course; $500 non-negotiable fee for Coaching/Planning Engagement Agreement.

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.50% $1,000,000 - $4,000,000: 0.40% $4,000,000+: 0.25%

$175 per hour for financial planning services after initial 5-day termination period.

Account minimum: No minimum required by Paul Winkler, Inc.; however, the third-party asset manager (TPAM) may require a minimum account balance which may be reduced or waived at their discretion. Minimum fee: $500 non-negotiable fee for Coaching/Planning Engagement Agreement, paid in advance (may be waived or reduced at Firm's discretion). Fee-only: Fixed fees for Wealth Planning ranging from $2,500 to $10,000 per initial engagement; hourly rate of $175/hour after initial 5-day termination period for financial planning engagements.