Table of Fees for Services

Carefully read Item 4 and Item 5 of Form ADV Part 2 (“Brochure”) as these sections of the
Brochure contain important details about Institutional Investing Enhancement’s advisory
services and fees. Fees may be negotiable. The fees below will only apply to when you request
the services listed.

 

Fees Charged by Investment AdviserFee AmountFrequency Fee is ChargedServices
Assets Under Management Fee$0N/AN/A
Hourly fee$250 per hour.Per project, billed at completionPension Consulting Services
Subscription Fee$0N/AN/A
Fixed Fee$60,000 annuallyPer service period (i.e., quarterly), at endPension Consulting Services
Commissions to Institutional Investing Enhancement$0N/AN/A
Performance-based Fee$0N/AN/A
Other$0N/AN/A
Fees Charged by Third PartiesFee AmountFrequency Fee is ChargedServices
Third Party Money Manager$0N/AN/A
Robo-Adviser Fee$0N/AN/A
Talk with your Adviser about fees and costs applicable to you.

Additional fees and costs to discuss with your Adviser

Additional Fees/CostYes/NoPaid To
Brokerage FeesNoN/A
CommissionsNoN/A
Custodian FeesNoN/A
Mark-upsNoN/A
Mutual Fund/ETF Fees and ExpensesNoN/A
Effective January 1, 2023