Elevation Advisory Partners LLC

ITEM 5 - FEES AND COMPENSATION
In addition to the information provided in Item 4 – Advisory Business, this section details our Firm’s services and
each service’s fees and compensation arrangement. The Client and Elevation Advisory Partners LLCs’ Investment
Advisory Agreement will outline and agree upon the exact costs and other terms related to the Client’s Accounts.

INVESTMENT MANAGEMENT FEE

Our Firm offers investment management services for an annual fee based on the amount of assets under
management. Our maximum annual fee is 2.00%. Included in the advisory fee you pay are the technology and
platform fee, described below under additional fees. You will not receive a separate bill for these items.
Our annual fee is reasonable in relation to (1) the services provided and (2) the fees charged by other investment
advisers offering similar services/programs.
Our annual fee is prorated and charged monthly in arrears based on the market value of the Client’s assets under
management as of the close of business on the last business day of the previous month. Cash and cash
equivalents, including money market funds, are subject to the agreed-upon advisory fee. Clients should
understand that the advisory fees charged on these balances may exceed the returns provided by cash, cash
equivalents, or money market funds, especially in low-interest rate environments.
Our Firm retains complete discretion to negotiate fees and may waive or impose different fees on any Client.
The investment advisory fees will be deducted from your account and paid directly to our Firm by the qualified
Custodian(s) of your account. The Client will authorize your account's qualified Custodian(s) to deduct fees from
the account and pay such fees directly to our Firm. All account assets, transactions, and advisory fees will be
shown on the monthly or quarterly statements provided by the Custodian. You should review your account
statements received from the qualified Custodian(s) and verify that appropriate investment advisory fees are
being deducted. The qualified Custodian(s) will not verify the accuracy of the investment advisory fees deducted.
We may aggregate related Client accounts to calculate the advisory fee applicable to the Client. The investment
management agreement will outline the fee charged to a Client and any breakpoints based on the level of assets
managed. The fees are subject to change with prior written notice to the Client.
Our annual investment advisory fee may be higher than that of other investment advisers that offer similar
services and programs. In addition to our compensation, you may incur charges imposed at the mutual fund
level (e.g., advisory fees and other fund expenses).
Accounts terminated during the billing period will be charged a prorated fee based on the days the Client
account was open during that month. Any prepaid, unearned fees will be refunded upon termination of any
account.

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JULY 2026 | PAGE 11 OF 34

LEGACY MANAGEMENT FEE

Managed legacy positions are included within our Firm’s standard investment management fee and are outlined
in the executed investment management agreement.

FINANCIAL PLANNING & CONSULTING FEE

Our Firm provides financial planning and consulting services under a fixed fee arrangement. This arrangement
charges a mutually agreed-upon fee for financial planning and consulting services.
There is a range in the amount of the fixed fee charged by our Firm for financial planning and consulting services
under a fixed fee arrangement with the minimum fee being $500 and the maximum fee being $5,000 based on
the scope and complexity of each individual situation. Financial planning and consulting services automatically
renew on an annual basis, each January 1st, at the fixed fee amount agreed to in the executed agreement.
Financial planning and consulting services can be cancelled by providing written notification at least 30 days
prior to the renewal date.
Fees charged for our financial planning and consulting services are negotiable based upon the type of Client,
the services requested, the investment adviser representative providing advice, the complexity of the Client's
situation, the composition of the Client's account, other advisory services provided, and the relationship of the
Client and the investment adviser representative.
The amount of the fee for your engagement is specified in your financial planning and consulting agreement
with us. At our sole discretion, the Client may be required to pay the fee at the time the agreement is executed
with our Firm; however, our Firm does not require or solicit prepayment of more than $1,200 in fees per Client,
six months or more in advance. The fee is considered earned upon delivery of the financial plan or conclusion
of the consulting services being provided by the firm., and any unpaid amount is immediately due.
The Client may pay the fees owed for the financial planning and consulting services by submitting payment
directly via check. If the Client elects to pay by automatic deduction from an existing investment account, they
will provide written authorization to our Firm for such a charge.
If the Client terminates the financial planning and consulting services after entering into an agreement with our
Firm, the Client will be invoiced and responsible for paying a pro-rated fixed fee equivalent to the percentage
of work that our Firm completed. If there is a remaining balance of any fees paid in advance after deducting fees
from the final invoice, those remaining proceeds will be refunded to the Client.

INDEPENDENT SUB-ADVISORY & THIRD-PARTY MANAGER SERVICE FEES

A complete description of the ITPM’s services, fee schedules, and account minimums will be disclosed in
Manager's disclosure brochure, which will be provided to you before or when an agreement for services is
executed, and the account is established. Each third-party investment adviser is required under federal securities
...

ITEM 7 - TYPES OF CLIENTS
Our Firm provides investment management, investment advice, financial planning, consulting and advisement,
and third-party portfolio management to individuals, high-net-worth individuals and families, estates, trusts,
partnerships, and retirement plans.
Clients must execute a written agreement with our Firm specifying the advisory services to establish a Client
arrangement with us. Our firm does not impart a minimum account size to establish an advisory relationship.