Bluesphere Advisors LLC

Item 5 – Fees and Compensation

                                              Bluesphere Advisors LLC
                                      2108 Dekalb Pike, East Norriton, PA 19401
                                 Phone: (610) 277-1515 | http://www.bluesphereadvisors.com

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client shall sign one or more agreements that details the responsibilities of Bluesphere and the
Client.

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid either monthly or quarterly in arrears (the “billing period”), pursuant to the
terms of the investment advisory agreement. Investment advisory fees range from 0.50% to 1.75% annually,
depending on the size and complexity of the Client relationship. Relationships with multiple objectives, specific
reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.

The investment advisory fee in the first billing period of service is prorated from the inception date of the
account[s] to the end of the first billing period. Fees may be negotiable at the sole discretion of the Advisor. The
Client’s fees will take into consideration the aggregate assets under management with the Advisor. All securities
held in accounts managed by Bluesphere will be independently valued by the Custodian. The Advisor will
conduct periodic reviews of the Custodian’s valuations to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However,
the Advisor shall not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Bluesphere offers financial planning services either on an hourly basis, or for either a one time or ongoing annual
fixed fee. Hourly fees can range up to $300 per hour. Fixed fees range from $500 to $40,000. Fees may be
negotiable depending on the nature and complexity of each Client’s circumstances. An estimate for total hours
and costs will be provided to the Client prior to engaging Bluesphere for these services.

B. Fee Billing
Investment Management Services
Investment advisory fees will be calculated by the Advisor or its delegate and deducted from the Client’s
account[s] at the Custodian. The Advisor or its delegate shall send an invoice to the Custodian indicating the
amount of the fees to be deducted from the Client’s account[s] for the billing period. The amount due is
calculated by applying the monthly or quarterly rate to the total assets under management with Bluesphere at the
end of the billing period. The Client acknowledges and agrees that if there is a shortfall in liquid cash or
equivalents in your Account[s], the Advisor will instruct the Custodian to liquidate the necessary positions in such
Account[s] to cover the amount of the fees under this agreement.

Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the
investment advisory fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the
Custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients provide written
authorization permitting advisory fees to be deducted by Bluesphere to be paid directly from their accounts held
by the Custodian as part of the investment advisory agreement and separate account forms provided by the
Custodian.

Financial Planning Services
One-time Financial planning and consulting fees are invoiced by the Advisor upon completion of the agreed upon
deliverable[s]. Ongoing engagements are billed annually in arrears.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Bluesphere, in connection with
investments made on behalf of the Client’s account[s]. The Client is responsible for all securities execution and
custody fees charged by the Custodian, if applicable. The Advisor's recommended custodian does not charge
securities transaction fees for ETF and equity trades provided that the Client’s accounts meet the terms and
conditions of the Custodian’s brokerage requirements. However, the Custodian typically charges for mutual funds
and other types of investments. The fees charged by Bluesphere are separate and distinct from these custody
and execution fees.

                                              Bluesphere Advisors LLC
                                      2108 Dekalb Pike, East Norriton, PA 19401
                                 Phone: (610) 277-1515 | http://www.bluesphereadvisors.com

In addition, all fees paid to Bluesphere for investment advisory services are separate and distinct from the
expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are
described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees
for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and
a possible distribution fee. A Client may be able to invest in these products directly, without the services of
Bluesphere which are designed, among other things, to assist the Client in determining which products or
services are most appropriate for each Client’s financial situation and objectives. The Client may also incur other
costs assessed by the Custodian or other parties for account related activity fees, such as wire transfer fees and
other fees. The Advisor does not control nor share in these fees. The Client should review both the fees charged
by the fund[s] and the fees charged by Bluesphere to fully understand the total fees to be paid.

D. Advance Payment of Fees and Termination
Investment Management Services
...

Item 7 – Types of Clients
Bluesphere offers investment advisory services to individuals, high net worth individuals, institutions, trusts,
estates, pension and profit sharing plans, and charitable organizations. The amount of each type of client is
available on Bluesphere’s Form ADV Part 1A. Bluesphere generally does not impose a minimum size for
establishing a relationship.