Capital Preservation Partners Inc

5. FEES AND COMPENSATION

         A. Investment Advisory Services
         Prior to engaging CPP to provide investment advisory services, clients are required
         to enter into a formal Investment Advisory Agreement with CPP setting forth the terms
         and conditions under which CPP will manage the client's investments, and the fees or
         other charges the client will pay. Separate account application, bank information and
         custodial documents may also be required prior to establishing an account.

         CPP determines a suitable portfolio based upon the information provided by the client
         as to the Client's investment objectives, risk tolerance and financial circumstances.
         CPP will create tailored investment portfolios though the use of but not limited to
         stocks, bonds, mutual funds, ETF’s, equity linked CDs, preferred notes, etc. CPP will
         review client portfolios on an ongoing basis to determine if any changes are necessary
         based upon various factors, including, but not limited to, investment performance,
         market conditions, fund manager tenure, factor exposure, asset class or style drift,
         account additions/withdrawals, and/or a change in the client’s investment objective,
         financial position, or tax situation. Based upon these factors, it is not uncommon that an
         extended period of time will pass where CPP determines that changes to a client’s
         portfolio are neither necessary nor prudent. CPP primarily recommends that clients
         allocate their investment assets among various equity, fixed income and REIT products.
         CPP then designs an investment portfolio in accordance with the client's investment
         objectives, risk tolerance, and investment restrictions (if any) imposed by the client.
         CPP generally requires the client(s) to grant our firm discretionary authority to manage
         their account(s). Discretionary authorization allows CPP to determine the specific
         securities, and the securities, to be purchased or sold for your account without the
         client’s prior consent. As of CPP’s fiscal year end (December 31, 2025), CPP manages
         [$218,325,929] on a discretionary basis and [$ 4,038,537] on a non- discretionary basis.

Form ADV
Part 2A: The Brochure

           B. Financial Planning
           To the extent specifically requested, and as determined by a client, CPP may also
           include planning in connection with (i) financial independence/retirement planning;
           (ii) capital and liquidity needs analysis and related financial modelling; (iii)
           philanthropy planning and implementation; (iv) education planning; (v) employee
           stock option planning; (vi) consideration and evaluation of financing transactions and
           risk reduction strategies for concentrated equity positions; (vii) advice incident to
           major asset purchases and sales; and (viii) managing philanthropic plans, tax
           strategies, wealth transfer strategies, and legacy plans as desired. Planning and
           consulting services are offered to clients in varying combinations and with various
           corresponding fee arrangements depending upon the level and scope of the requested
           service(s) to be provided.

           C. Wrap Fees Programs

           A wrap fee program is an investment program where the investor pays one stated fee
           that includes management fees, transaction costs, fund expenses, and other
           administrative fees. CPP does not participate in any wrap programs

7. TYPES OF CLIENTS

           CPP's clients are generally comprised of individuals, corporations, trusts, pensions and
           profit-sharing plans. CPP does not have any requirements for opening or
           maintaining accounts such as minimum account size.