Maxwell Doyle Klett

The following summarizes the principal fees and costs associated with engaging our firm for investment advisory services. For detailed information, refer to our Form ADV Part 2A, Items 5 and 6 by clicking this link https://adviserinfo.sec.gov/firm/brochure/117054.

• Asset based advisory fees are payable semi-annually in arrears. Since the fees we receive are asset-based (i.e. based on the value of your account), we have an incentive to encourage you to increase the amount of money invested in those accounts.

• Other fees and costs not mentioned above may be imposed by third parties, such as custodial fees, fees related to mutual funds and exchange-traded funds, transaction charges when purchasing or selling securities, and brokerage fees and commissions. Advisory fees charged by third party money managers are also separate and apart from our fees

You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.

• We are affiliated with Johnson Trust Company ("JTC"), a wholly owned subsidiary of Johnson through common control and ownership. We may recommend that you use the services of JTC if appropriate and suitable for your needs. Our advisory services are separate and distinct from the compensation paid to Johnson Trust Company for their services.

• We advise some clients and prospective clients to invest in Johnson Mutual Funds Trust ("JMF"). JMF is a family of no-load mutual funds and is affiliated with our firm. JMF is a registered investment company, which has contracted with JIC to be the investment advisor. We are the sponsor and advisor to Johnson Mutual Funds Trust. JMF has contracted with Johnson Financial, Inc. ("JFI"), which is a wholly owned subsidiary of Johnson Investment Counsel, to do all fund accounting, shareholder accounting, and administrative servicing for the mutual funds.

• We receive client referrals from Charles Schwab & Co., Inc. ("Schwab") through our participation in Schwab Advisor Network® ("the Service"). The Service is designed to help investors find an independent investment advisor. Schwab is a broker-dealer independent of and unaffiliated with us.

Refer to our Form ADV Part 2A by clicking this link https://adviserinfo.sec.gov/firm/brochure/117054 to help you understand what conflicts exist.

The financial professionals servicing your account(s) are compensated in the following ways: salary; bonus; and possibly equity ownership. Financial professionals' compensation is based on a comprehensive evaluation of their job performance which includes the amount of client assets they service. The bonus compensation paid to our financial professionals may involve a conflict of interest because they have a financial incentive to refer clients to our firm.