Elevation Point Wealth Partners LLC

Item 5. Fees and Compensation

General Fee Disclosure
All fees charged by EPWP are negotiable and the actual fees charged to any client may vary from the amounts described herein.
Fees are detailed in a schedule to the Client Advisory Agreement between EPWP and the client (“Fee Schedule”), and the
Product Fees are detailed in the Asset Allocation Form to the Client Advisory Agreement.
EPWP deducts the fees owed to EPWP from the client’s custodial account as authorized in the Client Advisory Agreement or is
billed directly. The Investment Managers on any Separately Managed Account, Co-Advisers and Custodians, and other Service
Providers deduct their own fees pursuant to their arrangements with clients. The timing of the calculation and billing of EPWP’s
fees will depend upon the receipt of the custodial information and the frequency of the valuation of the client’s account. Fees
may be higher than those charged by other investment advisers offering similar services and you may pay more or less than
other clients invested in similar strategies with other investment advisers.
Further information regarding EPWP fees is set forth.
Advisory Services Fees:

Solicitor Program Fees
Clients in the Solicitor Program will pay three types of fees: The first compensates EPWP for running the Program and advising
on the investment products included in a client’s portfolio (“Program Fees”), the second consists of the fees and costs associated
with the various investment products included in a client’s account (“Product Fees”) and the third consists of fees paid to various
third-party service providers (“Other Fees”).
The Program Fee charged by EPWP may include a Solicitor’s Fee that is payable to the Service Provider that referred the client
to EPWP. In other cases, a Service Provider may act as a co-advisor as stated in the Client Advisory Agreement and charge a
separate Co-Advisor Fee. The Program Fee, and any Solicitor’s Fee or Co-Advisor Fee for each client is described more
specifically in the Client Advisory Agreement between EPWP and the client.

The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. The Program Fee charged by EPWP is
negotiable between the client and EPWP depending on many factors, including the size and nature of the client’s portfolio and
the client’s or its financial advisor’s relationship with EPWP. Fees, which are charged separately by the Co-Advisor, are set by
the Co-Advisor.
Methods of Calculation – Solicitor Program EPWP assesses and deducts advisory fees in on a quarterly calendar basis, either
in advance or arrears. EPWP utilizes two methods for assessing fees, and the method and fee rates to be charged to a specific
client will be set forth in the Client Advisory Agreement.
Daily Average Balance Fees are based on the average daily market value of the account during the preceding calendar quarter.
This average daily market value is then multiplied by the annual rate stated in your Client Agreement. The resulting amount is
divided by the number of days in the given year and multiplied by the number of days invested in the billing period to determine
your monthly or quarterly fee due. Fees are pro-rated for partial periods of management. Thereafter, fees will be prorated for the
number of elapsed days of the billing period before termination.
Month End Balance Fees are calculated based on the balance of your account on the last day of the preceding month at the
end of each quarter. Like daily average balance, fees are annualized and billed pro rata. Fees are prorated for each addition
and withdrawal made during the applicable calendar quarter that exceed $100,000.
Payment of Fees Clients typically authorize EPWP to debit the Advisory and Administrative Fees from the clients’ accounts
which are held at a qualified custodian. Timing of deductions can vary among custodians. If you authorize EPWP to debit fees
from your account, the qualified custodian will send you a statement of your account transactions not less than quarterly. These
statements will detail all account transactions, including any amounts paid to EPWP.
Clients may elect to be billed separately. EPWP will accommodate clients who prefer to pay fees by check, rather than direct
debit. In such cases, EPWP will present an invoice to the client each billing period.
Solicitor Program Product Fees:

Product Fees include the following:
The fees of any Investment Manager that has been selected by the client or EPWP to provide advisory services to the client in
any Separately Managed Account. The costs for the services of any Investment Manager of a Separately Managed Account are
determined by each of those Investment Managers.
If the client’s assets are in a Unified Managed Account, EPWP will charge a Product Fee for any Research Provider utilized.
Solicitor Program Other Fees:
Other Fees include fees paid to custodian, mutual fund, or other collective investment vehicle fees, and brokerage fees and
expenses that are incurred by the Investment Managers and EPWP in executing trades.
Co-Advisory Program Fees
The fees paid by clients to EPWP for its services are negotiated between the parties on a case-by-case basis. The results of
those negotiations are formalized in an agreement between each Service Provider and EPWP.
Direct Advisor Program Fees
Flat fees, if applicable, will be charged on a project basis and can range from $500 to over $100,000. The flat fee is dependent
on the nature and complexity of the services to be provided by EPWP. Flat fees are generally payable one-half in advance, with
the remaining half due upon completion of the project. However, under no circumstances will EPWP collect fees for more than
six months in advance.
An hourly rate may also be charged for services provided by an EPWP consultant or analyst, ranging from $65-$500 per hour.
Hourly fees are payable at the end of each month for the services provided in that month. At the discretion of EPWP, the client
...

Item 7. Types of Clients
The types of clients to whom EPWP generally provides services are set forth in the descriptions of our different programs in Item
4, above.
For new individual account clients, EPWP requires a minimum account size of $100,000. EPWP reserves the right to waive this
minimum at its sole discretion.