Test - Table | Exponent Investment Management

Process Phase	Deliverable	Gold	Platinum	Concierge +
Discovery	Basic Financial Discovery
Discovery	Investment Experience Discovery
Discovery	Investment Risk Conversation
Financial Planning	"To Do" Action Plan
Financial Planning	"What if" Scenario Analysis
Financial Planning	Financial Growth Projection
Financial Planning	Follow Up on Action Plan Items
Financial Planning	Income Planning (from all sources)
Financial Planning	In-Depth Financial Planning Questionnaire
Financial Planning	Investment Income Projection
Financial Planning	Life & Financial Goals Analysis
Financial Planning	Recommended Financial Plan
Portfolio Construction	Asset Allocation Analysis
Portfolio Construction	Bond / Fixed Income Portfolio Construction
Portfolio Construction	Decumulation Strategies (if applicable)
Portfolio Construction	ETF / In-House Production Selection
Portfolio Construction	Decumulation Strategies (if applicable)
Portfolio Construction	Integration of ALL Household Account
Portfolio Construction	Model / Investment Style Selection
Portfolio Construction	Individual Stock Portfolio Selection
Portfolio Construction	Tax Efficiency Maximization
Portfolio Management	Active Portfolio Management
Portfolio Management	Asset Allocation Rebalancing
Portfolio Management	Bond / Fixed Income Research - New Ideas
Portfolio Management	Day-to-Day Position Monitoring
Portfolio Management	Funds Transfer to Your Bank Account
Portfolio Management	Performance Reporting
Portfolio Management	Stock Research - New Ideas
Portfolio Management	Stock Research - New Ideas
Additional Services	Consult on Non-Public Equity Investments Ideas
Additional Services	Development of Integrated Investment Policy Statement
Additional Services	Family Wealth Planning & Management
Additional Services	Integration of Tax Planning into Portfolio Construction
Additional Services	Liaison with Tax Advisor
Additional Services	Liaison with Estate and or Corporate Lawyer
Additional Services	Liaison with Your Estate Planner / Insurance Agent
Additional Services	Performance Reporting to 3rd Party
Additional Services	Tax Reporting
Fees
Investment Management Fee per Year		1.6%-0.30%	1.6%-0.30%	1.6%-0.30%
Imbedded Product Fee per Year (if applicable)		0.6%-0%	0.6%-0%	0.6%-0%
Monthly Concierge Fee For Duration of Mandate				$8,000

* Fees vary depending on asset size. Larger accounts get a lower fee.

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