BSC Capital Partners LLC

Item 5 – Fees and Compensation

In addition to the information provided in Item 4 – Advisory Business, this section provides additional details

BSC Capital Partners, LLC                          Page 5                      Form ADV Part 2A Disclosure Brochure

regarding our firm’s services along with descriptions of each service’s fees and compensation arrangements. It
should be noted that lower fees for comparable service may be available from other sources. The exact fees and
other terms will be outlined in the agreement between you and BSC Capital Partners.

Asset Management Services

Fees charged for our asset management services are charged based on a percentage of assets under
management, either billed (1) in advance (at the start of the billing period) on a quarterly calendar basis and
calculated based on the fair market value of your account as of the last business day of the previous billing
period, or (2) in arrears (at the end of the billing period) using the average daily balance during the previous
calendar quarter. Fees are prorated (based on the number of days service is provided during the billing period)
for your account opened or closed at any time other than the beginning of the billing period. If asset management
services commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in
arrears at the same time as the next full billing period’s fee is billed. For fees billed in arrears, the average daily
balance in the client’s account throughout the billing period is used to determine the market value of the assets
upon which the advisory fee is based.
The asset management services continue in effect until terminated by either party (i.e., BSC Capital Partners or
you) by providing written notice of termination to the other party. Any prepaid, unearned fees will be promptly
refunded by BSC Capital Partners to you. Fee refunds will be determined on a pro rata basis using the number of
days services are provided during the final period for fees billed in advance.
Fees charged for our asset management services are negotiable based on the type of client, the complexity of the
client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for
additional account deposits, the relationship of the client with the investment adviser representative, and the total
amount of assets under management for the client.
For our asset management services, client will be charged the following annual fee based upon the amount of
assets under management:
           Assets Under Management                                            Annual Fees
           $0 – $500,000                                                         1.250%
           $500,001 – $1,500,000                                                 1.100%
           $1,500,001 and above                                                  0.950%
There is a suggested minimum account size of $25,000. Exceptions may be granted to this minimum based upon
the relationship of the client to the adviser.
BSC Capital Partners believes that its annual fee is reasonable in relation to: (1) services provided and (2) the
fees charged by other investment advisers offering similar services/programs. However, our annual investment
advisory fee may be higher than that charged by other investment advisers offering similar services/programs. In
addition to our compensation, you may also incur charges imposed at the mutual fund level (e.g., advisory fees
and other fund expenses).
The investment advisory fees will be deducted from your account and paid directly to our firm by the qualified
custodian(s) of your account. You will authorize the qualified custodian(s) of your account to deduct fees from
your account and pay such fees directly to our firm. Our firm will send you a billing statement prior to or at the
same time that fee deduction instructions are sent to the qualified custodian(s) of your account. The billing
statement will detail the formula used to calculate the fee, the assets under management and the time period
covered. See Item 15 – Custody for more details.
You should review your account statements received from the qualified custodian(s) and verify that appropriate
investment advisory fees are being deducted. The qualified custodian(s) will not verify the accuracy of the
investment advisory fees deducted.
Brokerage commissions and/or transaction ticket fees charged by the qualified custodian are billed directly to you
by the qualified custodian. BSC Capital Partners does not receive any portion of such commissions or fees from
you or the qualified custodian. In addition, you may incur certain charges imposed by third parties other than BSC
Capital Partners in connection with investments made through your account including, but not limited to, mutual
fund sales loads, 12(b)-1 fees and surrender charges, variable annuity fees and surrender charges, IRA and
qualified retirement plan fees, and charges imposed by the qualified custodian(s) of your account. Management
fees charged by BSC Capital Partners are separate and distinct from the fees and expenses charged by
investment company securities that may be recommended to you. A description of these fees and expenses is
available in each investment company security’s prospectus.

BSC Capital Partners, LLC                           Page 6                      Form ADV Part 2A Disclosure Brochure

Financial Planning & Consulting Services

Fees charged for our financial planning and consulting services are negotiable based upon the type of client, the
complexity of the client's situation, the composition of the client's account, other advisory services provided and
the relationship of the client and the investment adviser representative. The following are the fee arrangements
available for financial planning and consulting services offered by BSC Capital Partners.
...

Item 7 – Types of Clients

BSC Capital Partners, LLC                          Page 8                     Form ADV Part 2A Disclosure Brochure

BSC Capital Partners generally provides investment advice to the following types of clients:
    •    Individuals
    •    High net worth individuals
    •    Corporations or business entities other than those listed above
You are required to execute a written agreement with BSC Capital Partners specifying the particular advisory
services in order to establish a client arrangement with BSC Capital Partners.

Minimum Investment Amounts Required

BSC Capital Partners suggests a minimum of $25,000 in order to open an account. To reach this account
minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum based upon
the relationship of the client to the advisor.
The minimum fee generally charged for financial planning services provided on an hourly basis is $150. The
minimum fixed fee generally charged for financial planning services on a fixed fee basis is $500.
The minimum hourly fee generally charged for consulting services is $150. The minimum fixed fee generally
charged for consulting services is $100.