Cynosure Portfolio Advisors LLC

ITEM 5: FEES AND COMPENSATION
Advisory Fees
Fees for all Wealth Management Services (“Advisory Fees”) are negotiated with each Advisory Client based
upon many factors, including, but not limited to, the size and scope of the engagement, Advisory Client

needs, related accounts, services required, planning and reporting requirements, anticipated assets to be
managed, and future additional assets.
With respect to the Firm’s Portfolio Advisory Services, Advisory Fees for such mandates are subject to
negotiation and will be determined as either: (1) an asset-based fee calculated as a percentage of the
market value of the assets in the Portfolio, (2) a fixed annual amount, or (3) an asset-based fee calculated
as a percentage of the market value of the assets in the Portfolio with a fixed annual minimum amount.
The Advisory Fee for Portfolio Advisory Services generally will vary between 0.30% - 1.5% based on assets
under management (AUM). Fees for Integrated Financial Planning, Consolidated Reporting, Investment
Consulting and/or Non-Discretionary Mandates, if charged separately, will vary based on the scope of
responsibilities pursuant to agreed-upon terms and conditions with each Advisory Client in their
respective Wealth Management Agreement(s).
While Advisory Fees for the Firm’s Portfolio Advisory Services are usually inclusive of Portfolio Advisory,
Integrated Financial Planning, and Consolidated Reporting services, Advisory Fees for Integrated Financial
Planning, Consolidated Reporting, Investment Consulting, and/or Non-Discretionary Mandates, may, from
time-to-time, and depending on an Advisory Client’s needs and circumstances, be charged separately and
quoted based on an hourly fee, fixed fee, minimum fee, fixed annual fee retainer, or as a percentage of
assets under advisement (AUA) for certain of those services, or other services the Firm offers, prior to the
services being rendered. These additional fees will be based upon the scope of each specific Advisory
Client engagement. See below for further details on the Advisory Fees with respect to these mandates.
The Firm calculates fees quarterly in advance as detailed in each Advisory Client’s Wealth Management
Agreement(s). Where an Advisory Client has made fee payments to the Firm, and either party
subsequently determines to terminate the relationship pursuant to the Wealth Management Agreement
prior to quarter end, the Firm will prorate the quarterly fee and refund any unearned portion.
Wealth Management Services fees are typically assessed and deducted from the Advisory Client’s
account(s) quarterly. The Firm will aggregate the combined assets under management of related Advisory
Client accounts at the Firm, The Cynosure Group, LLC and its affiliates for determining the fee schedule.
Advisory Fees are calculated and prorated quarterly, in advance, based upon the assets in the account(s)
as of the last day of the preceding quarter, as reported by the account custodian, of all assets under
management or advisement within the Advisory Client’s account(s).

Fees for Integrated Financial Planning, Consolidated Reporting, and/or Investment Consulting
Services
Advisory Clients may negotiate Integrated Financial Planning, Consolidated Reporting, and/or Investment
Consulting Services fees with the Firm. Fees charged for these services may depend upon the anticipated
time allocated to provide the services requested, the complexity of the planning, breadth of reporting
responsibilities, or the Advisory Client’s financial situation. The services the Advisory Client selected and
the fees the Advisory Client agree to in advance are disclosed in the appropriate Wealth Management
Agreement signed by the Advisory Client.
The fees for Integrated Financial Planning, Consolidated Reporting, and/or Investment Consulting Services
can be structured as an hourly rate, a fixed (flat) dollar amount, an annual fixed-fee retainer, or as a
percentage of assets under advisement (AUA) depending on the services provided as agreed upon by the

Advisory Client. Integrated Financial Planning Services and Consolidated Reporting may also be offered
using a hourly rate with hourly fees generally charged at a rate of up to $400 per hour. If charged as a
percentage of assets under advisement (AUA), the fee for Investment Consulting Services is not to exceed
1.50% of the value of assets under advisement (AUA), regardless of where held. Fees for Consolidated
Reporting Services, when not inclusive of other advisory services provided such as Portfolio Advisory, are
usually charged as a percentage of reportable assets (regardless of where held), not to exceed 3 basis
points.
Fees associated with the Integrated Financial Planning, Consolidated Reporting, and/or Investment
Consulting Services agreed to by the Advisory Client are disclosed in the appropriate Wealth Management
Agreement(s). The engagement begins at the time the Firm accepts the agreement. Fees are payable in
accordance with the schedule selected in the agreement, which may include payment at the start of,
during, or at the end of the contract period. Payment can be made by check, ACH, or wire from the
Advisory Client’s financial institution or by debit from an account designated by the Advisory Client as an
authorized account owner.
Fees charged pursuant to a Client’s Wealth Management Agreement(s) shall be prorated and paid
quarterly, in advance, based upon the assets in the account as of the last day of the preceding quarter as
detailed in each Client’s Wealth Management Agreement. Where an Advisory Client has made fee
payments to the Firm, and either party subsequently determines to terminate the relationship pursuant
to the Wealth Management Agreement prior to quarter end, the Firm will prorate the fee and refund any
unearned portion. Any Client engagements billed on an hourly basis will be charged quarterly based on
...

ITEM 7:           TYPES OF CLIENTS
The Firm generally provides advisory services to individuals that are related to and/or close associates of
persons that have existing advisory accounts or client relationships at its affiliate, The Cynosure Group,
LLC. While the Firm generally does not impose an account minimum, it generally focuses its services on
retail, non-high net worth individuals. Qualifying high net-worth clients will be referred to its affiliate, The
Cynosure Group, LLC.