Elevation Wealth Partners LLC

Item 5 – Fees and Compensation

The annual fee for advisory services is based on a percentage of the investable assets according to the
following schedule:
                     1.00% on the first $1,000,000 plus
                     0.80% on the next $1,000,000 (from $1,000,001 to $2,000,000) plus
                     0.60% on the next $3,000,000 (from $2,000,001 to $5,000,000) plus
                     0.40% on the next $5,000,000 (from $5,000,001 to $10,000,000) plus
                     0.25% on the assets above $10,000,000

While Elevation does not require a minimum level of investment assets, there is a minimal annual fee of
$5,000. At our discretion, we may waive this minimum or negotiate a different fee schedule based on the
nature of the client relationship. The exact fee schedule will be approved by the client in their advisory
agreement at the inception of the relationship.

Fees are due and payable in advance on the first day of each calendar quarter and are based on the value
of the portfolio. Fees for clients that were formerly clients of Just Plans are due and payable in arrears on

the last day of each calendar quarter and are based on the value of the portfolio. From time to time, we
negotiate alternative fee schedules. Clients that were previously clients of Northgate Advisors, Jacobson
Wealth Management or Phocas Financial may have a different fee schedule.

Elevation has the privilege of serving many family groups (such as multiple generations of the same family,
siblings, or cousins). At our discretion, we may offer a discount where fees are calculated based on the
total assets managed for the family group. Family members may include parents, children, grandchildren,
siblings, and cousins.

We will deduct our fee directly from your account through the qualified custodian holding your funds and
securities. We will deduct our fee only when the following requirements are met:
   ▪   You provide our firm with written authorization permitting the fees to be paid directly from your
       account held by the qualified custodian.
   ▪   We send you an invoice showing the amount of the fee, the value of the assets on which the fee is
       based, and the specific manner in which the fee was calculated.
   ▪   The qualified custodian agrees to send you a statement, at least quarterly, indicating all amounts
       dispersed from your account including the amount of the advisory fee paid directly to our firm.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund’s prospectus) to their shareholders. These fees will generally include
a management fee and other fund expenses. For most clients of Elevation, these fees average less than
0.40%.

You may also incur transaction charges and/or brokerage fees when purchasing or selling securities. For
clients of Charles Schwab & Co, Elevation has negotiated reduced mutual fund trading fees. These
charges and fees are typically imposed by the broker-dealer or custodian through whom your account
transactions are executed. We do not share in any portion of the brokerage fees/transaction charges
imposed by the broker-dealer or custodian. To fully understand the total costs you will incur, you should
review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For information
on our brokerage practices, please refer to the “Brokerage Practices” section of this brochure.

While the firm endeavors at all times to offer clients its specialized services at reasonable costs, the fees
charged by other advisers for comparable services may be lower than the fees charged by Elevation.

Past Due Accounts and Termination of Agreement
Elevation reserves the right to stop work on any account that is more than 60 days overdue.

Item 7 – Types of Clients
We offer investment advisory services to individuals, trusts, banks and thrift institutions, investment
companies, pension and profit-sharing plans, charitable organizations, and corporations.