FEE SCHEDULE

Financial Planning Fees:
Jolliffe Capital, Inc. evaluates each financial planning project individually.  Project fees are then determined based on the complexity of the client's circumstances.

Project fees will vary from $2,000 to $20,000.  Typically fees are between $2,500 - $10,000, depending on the degree of planning required.

Portfolio Management Fees:
Money management fees are as follows: 

JCI Direct	Fee	Separately Managed Account
$250,000  -  $1,000,000	1.00%	2.00%
$1,000,0001 and over	negotiated	negotiated

*Fees are negotiable and are billed in advance.

Typically investment accounts are held at:  Schwab Institutional Brokerage Group.

Financial Planning and Investment Management Services offered through Jolliffe Capital, Inc., Registered Investment Advisor. Investments May Lose Value. Past performance is not indicative of future results. www.happy401k.com is a DBA of and is owned by Jolliffe Capital, Inc.

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