Elevate Capital Advisors Inc

Item 5: Fees and Compensation

Describe how you are compensated for your advisory services:

Elevate’s advisory services are divided into three areas: Portfolio Management, Pension
Consulting, and Fee-Based Financial Planning.

   1. Portfolio Management
      Elevate typically charges an annual percentage-based fee for portfolio management
      services. The annual fee is based on the fair market value of the client’s account assets
      determined as of the last day of each calendar month. Advisory fees are annualized and
      applied monthly in arrears, based on the number of calendar days in a month. The
      management fee is debited proportionately and directly from the account(s) within each
      portfolio unless the client directs Elevate to debit the fee for one account from another
      account owned by the same client.

      Elevate’s minimum investment for investment management services is $500,000. Elevate
      may elect to waive the minimum investment based on certain criteria which include but are
      not limited to: anticipated future investments, existing relationships/related accounts, and
      historical relationships. Such portfolios will be evaluated at least annually for the purpose
      of determining the management fee and if such a portfolio subsequently reaches the
      minimum, the management fee will be changed to the standard schedule.

      If you terminate services with Elevate, a prorated fee will be due for the number of days
      you were a client in the month. Management fees related to contributions and distributions
      during the month are pro-rated.

      Fees will be calculated using the following blended schedule:

                                 AUM                                 Rate
                            Up to $250,000                          1.50%
                          On the next $250,000                      1.25%
                          On the next $250,000                      1.00%

             Elevate Capital Advisors, LLC Form ADV Part 2A – Firm Brochure

                    On the next $250,000                      0.90%
                    On the next $500,000                      0.80%
                   On the next $1,000,000                     0.70%
                   On the next $2,500,000                     0.60%
                   On the next $5,000,000                     0.55%
                On amounts over $10,000,000                   0.50%

At our discretion, we may charge a lesser investment advisory fee, charge a flat fee, offer
a discount from the standard fee schedule, or waive a fee entirely based upon specific facts
and circumstances including, but not limited to: the client’s financial situation and
circumstances, the volume of assets under management and anticipated to be under
management, account householding arrangements, the complexity of the services provided,
related accounts, account composition, grandfathered fee schedules, employees and family
members, and negotiations with the client as fees are negotiable.

Unless expressly excluded, management fees are calculated using all assets in the
investment portfolio/account, including cash, money market funds, short-term treasury
instruments, ETFs, mutual funds, and the market value of any short positions (if any).
However, Elevate does not charge a fee on any assets for which it values manually or
internally. Elevate relies on third-party software and account custodians for pricing
information of account holdings.

Elevate makes management fee statements available each month. Your custodian will also
send you a statement each month (or quarterly). From time to time, the statement from the
custodian and the statement from Elevate will differ slightly in value typically due to
differences in the treatment of accrued interest, or some other methodology. Clients are
encouraged to compare these statements. While many transactions carry no transaction fee
or commission paid to your custodian, occasionally transaction fees do apply and will be
incurred by the client directly in the account where the transaction takes place.

For non-discretionary accounts, our fee may range from 0.25% to 1.00%.

Advisory Fee Deduction Requirements:
a. Client provides Elevate with written authorization permitting the fees to be paid
   directly from a client’s account held by the qualified custodian.
b. The qualified custodian agrees to send client a monthly statement indicating all
   amounts dispersed from a client’s account including the amount of the advisory fee
   paid directly to Elevate.

Clients may terminate the portfolio management agreement upon 7-days written notice to
Elevate. Clients will incur a pro-rata charge for services rendered prior to the termination

       Elevate Capital Advisors, LLC Form ADV Part 2A – Firm Brochure

   of the portfolio management agreement. We encourage clients to reconcile the statement(s)
   received from the qualified custodian. If clients find any inconsistent information within
   the statement(s) received from the qualified custodian, they should call our main office
   number
2. Pension Consulting
   Elevate’s fee for Pension Consulting Services is based on a percentage of assets in the plan.
   We do not use a standard fee schedule. Annual fees are negotiated, are generally in the
   range of .25%, and will not exceed 1.00% annually. Fees will be listed in your investment
   management agreement. Our fee is billed, payable and deducted monthly, in- arrears, based
   on the value of all accounts under the agreement on the last business day of the prior
   calendar month. We may negotiate other fee-paying arrangements depending on a client’s
   individual circumstance. If the pension consulting services agreement is executed at any
   time other than the first day of a calendar month our fees will apply on a pro-rata basis,
...

Item 7: Types of Clients

Elevate’s clients may include individuals, high net worth individuals, families, business entities,
pension & profit-sharing plans, trusts, estates, charitable organizations, and private funds.

Elevate’s minimum investment for investment management services is $500,000. Elevate may
elect to waive the minimum investment based on certain criteria which include, but are not limited
to, anticipated future investments, existing relationships/related accounts, and historical
relationships.