Connective Wealth Partners LLC

Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
written agreements with the Advisor.

A. Fees for Advisory Services
Wealth Management Services / Investment Management Services
Wealth management fees are paid in advance or arrears of each calendar quarter pursuant to the terms of the wealth
management agreement. Wealth management fees are based on the market value of assets under management at
the beginning or end of the calendar quarter. Wealth management fees range from 0.50% to 2.00% annually based
on several factors, including: the scope and complexity of the services to be provided; the level of assets to be
managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting
requirements, portfolio restrictions and other complexities may be charged a higher fee.

The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. 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
CWP will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s
valuation 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.

                                              Connective Wealth Partners, LLC
                                                  Farmingdale, NY 11735
                                                    Phone: 603-498-1854
                                                 https://connectivewealth.ai

Use of Independent Managers - As noted in Item 4, the Advisor will implement all or a portion of a Client’s investment
portfolio utilizing one or more Independent Managers. To eliminate any conflict of interest, the Advisor does not earn
any compensation from an Independent Manager. The Advisor will only earn its investment advisory fee as described
above. Independent Managers typically do not offer any fee discounts but may have a breakpoint schedule which will
reduce the fee with an increased level of assets placed under management with an Independent Manager. The terms
of such fee arrangements are included in the Independent Manager’s disclosure brochure and applicable contract[s]
with the Independent Manager. The total blended fee, including the Advisor’s fee and the Independent Manager’s
fee, will not exceed 3.00% annually.

Financial Planning Services
CWP offers financial planning services as part of its wealth management services. For certain Clients, the Advisor
will charge an ongoing financial planning fee ranging up to $10,000 annually. The Advisor also offers stand-alone
financial planning services for a fixed engagement fee ranging up to $25,000 per engagement. Additionally, the
Advisor may charge an hourly fee for financial planning ranging up to $175 per hour. Fees may be negotiable based
on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate
for total costs will be determined prior to engaging for these services.

B. Fee Billing
Wealth Management Services / Investment Management Services
Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the respective quarter end date. The amount due is calculated by applying the quarterly
rate (annual rate times days in the quarter divided by days in the year) to the total assets under management with
CWP at the end of each quarter. Clients will be provided with a statement, at least quarterly, from the Custodian
reflecting deduction of the wealth management fee. Clients are urged to also review and compare the statement
provided by the Advisor to the brokerage statement from the Custodian, as the Custodian does not perform a
verification of fees. Clients provide written authorization permitting wealth management fees to be deducted by CWP
to be paid directly from their account[s] held by the Custodian as part of the wealth management agreement and
separate account forms provided by the Custodian.

Use of Independent Managers - For Client accounts implemented through an Independent Manager, the Client’s
overall fees may include The Advisor’s wealth management fee (as noted above) plus investment management fees
and/or platform fees charged by the Independent Manager[s], as applicable. In certain instances, the Independent
Manager or the Advisor may assume responsibility for calculating the Client’s fees and deduct all fees from the
Client’s account[s].

Financial Planning Services
Financial planning fees for ongoing engagements are invoiced monthly in advance. Fixed engagement fees may be
invoiced up to fifty percent (50%) of the expected total fee upon execution of the financial planning agreement. The
balance shall be invoiced upon completion of the agreed upon deliverable[s].

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than CWP, in connection with investments
made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees
charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge securities
...

Item 7 – Types of Clients

CWP offers investment advisory services to individuals, high net worth individuals, trusts, and estates. CWP generally
does not impose a minimum relationship size.

                                             Connective Wealth Partners, LLC
                                                 Farmingdale, NY 11735
                                                   Phone: 603-498-1854
                                                https://connectivewealth.ai