Chadds Ford Wealth Partners LLC

Item 5. Fees and Compensation
      Chadds Ford offers services on a fee basis, which includes fixed and/or hourly fees, as well as fees based
      upon assets under management.

      Financial Planning and Consulting Fees

      Chadds Ford charges a fixed and/or hourly fee for providing financial planning and consulting services
      under a stand-alone engagement. These fees are negotiable, but range from $2,500 to $25,000 on a fixed
      fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the
      services and the professional rendering the financial planning and/or the consulting services. If the client
      engages the Firm for additional investment advisory services, Chadds Ford may offset all or a portion of its
      fees for those services based upon the amount paid for the financial planning and/or consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement and Chadds Ford requires one-half of the fee (estimated hourly or fixed) payable upon
      execution of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan
      or completion of the agreed upon services. The Firm does not, however, take receipt of $1,200 or more in
      prepaid fees in excess of six months in advance of services rendered.

      Wealth Management Fees

      Chadds Ford offers investment management services for an annual fee based on the amount of assets under
      the Firm’s management. This management fee varies in accordance with the following blended fee
      schedule:

                                  PORTFOLIO VALUE                       BASE FEE
                                     First $5,000,000                    0.75%
                                     Next $5,000,000                     0.45%
                                    Next $10,000,000                     0.20%
                                    Above $20,000,000                   Negotiable

      The annual fee is prorated and charged monthly or quarterly, in arrears, based upon the market value of the
      assets being managed by Chadds Ford on the last day of the previous billing period (month or quarter) as
      valued by a party independent from the Firm (including the client’s custodian or another third-party). If a
      valuation for private securities is not available through the custodian, the Firm will typically rely on the
      valuation provided by the issuer. Because valuations may only be provided periodically (including
      monthly, quarterly or even annually), the Firm can be billing on a valuation that would be different if

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 Disclosure Brochure                                          Chadds Ford Wealth Partners, LLC

      updated. That valuation can be higher or lower depending on the increase or decrease in value of the private
      investment.

      For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory
      agreement is terminated, the fee for the final billing period is prorated through the effective date of the
      termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as
      appropriate.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision. In lieu of the asset-
      based fee, the Firm may negotiate a fixed fee based upon the anticipated assets under management and
      services to be provided. Also, in circumstances where the Firm anticipates substantial financial planning
      and consulting services, but limited assets under management so that the asset-based fee would not be
      adequate, the Firm will charge a fixed fee for the financial planning and consulting services as agreed to
      with the client.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), Chadds Ford may negotiate a
      fee rate that differs from the range set forth above. Clients are advised that a conflict of interest exists for
      the Firm to recommend that clients engage Chadds Ford for additional services for compensation, including
      rolling over retirement accounts or moving other assets to the Firm’s management. Clients retain absolute
      discretion over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
      recommendations.

      Fee Discretion

      Chadds Ford may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention
      and pro bono activities.

      Recognizing the meaningful contribution non-profit organizations make to the greater community, Chadds
      Ford is pleased to offer a 20% discount to the above fee schedule for not-for-profit clients.

      Additional Fees and Expenses

      In addition to the advisory fees paid to Chadds Ford, clients also incur certain charges imposed by other
      third parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges can include securities brokerage
...

Item 7. Types of Clients

      Chadds Ford provides wealth management and investment advisory services to high net worth individuals
      and families; trusts and estates; foundations, endowments, and other non-profit organizations; and operating
      businesses. The majority of the assets are managed through trusts. Neither the Firm nor any its supervised
      persons act as trustee for any of the trusts.

      Minimum Account Value

      As a condition for starting and maintaining an investment management relationship, Chadds Ford imposes
      a minimum portfolio value of $1,000,000. Chadds Ford may, in its sole discretion, accept clients with
      smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated
      future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-
      existing client, account retention, and pro bono activities. Chadds Ford may aggregate the portfolios of
      family members to meet the minimum portfolio size.

      Minimum Account Fee

      As a condition for starting and maintaining an investment management relationship, Chadds Ford imposes
      a minimum annual fee of $5,000. In addition, should the Firm agree to manage a portfolio of less than the
      $1,000,000 referenced above, the fee will be 1.00% and subject to the $5,000 minimum. This minimum
      fee will cause clients with smaller portfolios to incur an effective fee rate that is higher than the Firm’s
      stated fee schedule. Chadds Ford may, in its sole discretion, elect to waive its minimum fee based upon
      certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar
      amount of assets to be managed, related accounts, account composition, pre-existing client, account
      retention, and pro bono activities.

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 Disclosure Brochure                                          Chadds Ford Wealth Partners, LLC