Elevated Financial Group LLC

ITEM 5 FEES AND COMPENSATION
Individually Managed Accounts
Clients receive investment management services through EFG. Fees will be calculated as a percentage of assets under
management (AUM) based on the average daily balance of account(s) and deducted from Client account(s) in arrears on a
monthly basis. Unless otherwise agreed upon and stated in the Investment Management Agreement, fees are assessed on all
assets under management.

The fee is negotiable based on the size, complexity, and number of the account(s) managed. The maximum advisory fee will
not exceed 1.75%. Fees will depend on the recommended portfolio management strategy. The following lists the different
fees associated with each strategy:
              • Tactical & Adaptive ETF Portfolios:         50 bps
              • Stock/Active Portfolios:                    50 bps
              • SMA Portfolios:                             20 bps (may incur additional manager fees)
              • Options Overlay Strategies:                 50-100 bps
The fee is calculated and collected monthly in arrears, meaning the Firm collects the management fee at the end of each
calendar month. The fee calculation is based on the custodian’s reported average daily account balance for the month. This
amount is multiplied by the fee percentage and divided by the number of days in the month, divided by 365. Fees are assessed
on all assets under management, including securities, cash and money market balances. When invested in a particular
strategy, there is typically a small percentage of cash as part of most investment strategies. That “cash” will be included in
the AUM fee. Some clients may pay additional fees based on alternative investment strategies. All fees are disclosed within
8 | Elevated Financial Group, LLC | 2A Brochure | July 2026

each PPM or associated risk document. Unmanaged Assets (refer to language below in Item 5) are “not” included in the assets
under management for billing purposes. Accredited and qualified clients who have opted to participate in private investment
strategies will be charged a separate, flat fee for EFG’s coordination of the investment. Flat fees range from $1,000-$25,000
and are in addition to advisory fees. The coordination services and agreed upon fixed fees are defined in the EFG Alternative
Investment Advisory Agreement. Fees are due upon receipt of the invoice. Private investment coordination fees may be paid
via direct deduction from a non-qualified account, by personal check or through Stripe, a third party, unaffiliated ACH and
credit card service as described below.

Unless instructed by the client, we will aggregate asset amounts in accounts from the same household together to determine
the advisory fee for all accounts. We would do this, for example, where we also service accounts on behalf of minor children,
individual and joint accounts for a spouse, and/or other types of related accounts. This consolidation practice is designed to
allow the client to benefit from an increased asset total, which could potentially cause the account(s) to be assessed a lower
advisory fee. Either EFG or you may terminate the management agreement immediately upon written notice to the other
party. The management fee will be pro-rated to the date of termination for the month in which the cancellation notice was
given and then refunded.

The Client will be asked to authorize us with the ability to instruct the custodian to withdraw our management fee directly
from your account. The Client may terminate this authorization at any time.

Sub Advisory Service Fees
As discussed in Item 4 above, there will be occasions where an independent Registered Investment Advisory firm acts as a
sub-advisor / Manager to our Firm. In those circumstances, the other investment advisor manages the assets based upon the
parameters provided by our Firm. The independent sub-advisor / Manager will charge an asset-based fee that is in addition
to the Firm’s advisory fee, not to exceed 1.75%. Elevated Financial Group will collect the total annual advisory fee and pay a
portion to the investment manager/ sub advisor. The Client, prior to entering into an agreement with the Manager, will be
provided with the Manager’s Form ADV Part 2A (or a brochure that makes the appropriate disclosures). The Manager’s fee
may include the securities transaction fees for all trades. Refer to the Managers firm disclosure brochures for more
information on the fees associated to each Manager. EFG will only receive its investment advisory fees as detailed above and
does not share in any fees earned by the Manager. In the event that a client should wish to terminate their relationship with
Manager, the terms for the termination will be set forth in the respective agreements between the Client and that
Independent Manager. EFG will assist the Client with the termination and transition as appropriate.

In no case are our fees based on, or related to, the performance of your funds or investments.

Financial Planning Fees
Our Firm offers financial planning as a separate service, as defined in a separate agreement. Clients may choose a one-time
financial plan arrangement or an on-going financial plan service. Fees may vary based on the extent and complexity of your
individual or family circumstances and may be waived or reduced upon firm discretion. Our firm may offer a reduced annual
investment advisory fee for clients engaged with our on-going services. Financial plan deliverables and fee arrangements are
defined in the Financial Plan Agreement.
Our fee will be agreed in advance of services being performed and negotiated with you. The fee will be determined based on
factors including the complexity of your financial situation, agreed upon deliverables, and whether you intend to implement
any recommendations through EFG. One-time financial planning fees may be fixed or hourly. The fixed fees range from $500
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ITEM 7 TYPES OF CLIENTS
The Firm provides investment advice to many different types of Clients. These Clients generally include individuals, high net
worth individuals, pension/ profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of
business entities.

Minimum Account Size
The Firm has no minimum account size requirement to receive advisory and financial planning services.