Essential Partners LLC

ITEM 5   Fees and Compensation
         ANNUAL FEES FOR ADVISORY SERVICES
         Essential Partners is compensated for providing asset management services by charging a fee based on the
         total assets under management. The fees and billing will be pre-determined in writing in the Investment
         Advisory Agreement executed by you and Essential Partners.
         The fees charged for financial planning services consider the complexity of the process undertaken, the types
         of issues addressed, the scope of services provided, and the frequency with which the services are rendered.
         All fees are agreed upon before entering into the Financial Planning and Consulting Agreement you sign.
         The below ranges are general fee ranges that are typically charged.

                Asset Management Fee Schedule
                                        All Assets                  0.75% - 1.25%

                Financial Planning and Consulting Fee Schedule
                                         Fixed Fee               $20,000 - $300,000

         FEE BILLING & PAYMENT
         Our asset management fees are annual fees. Asset management fees are paid either monthly or quarterly in
         arrears. The payments are due on the first day of the calendar month and are based on the account’s average
         daily balance of the prior calendar month or quarter multiplied by the applicable annual rate. We will deduct
         our asset management fee only when in receipt of your written authorization by executing an investment
         advisory agreement permitting the fees to be paid directly from your account. The qualified custodian will
         deliver an account statement to you at least quarterly, which will show all disbursements from your account.
         We urge you to review all statements for accuracy. Your account at the custodian may also be charged for
         certain additional assets managed for you by us but not held by the custodian (i.e., 401(k)s, 529s, private funds,
         etc.).

         Financial planning and consulting fees may be assessed on a one-time project fee or as an annual fee payable
         either monthly or quarterly. For one-time projects, the Client agrees to pay one-half of the total fee upon
         signing the Financial Planning and Consulting Agreement and the remaining fee upon delivery of the plan. For
         ongoing annual planning, the Client agrees to pay a one-time initial planning fee in addition to an annual fee
         paid out either monthly or quarterly, arrears. We will not require a fee of $500 or more to be paid six months
         or more in advance. Financial planning and consulting fees are paid via check or by direct invoicing via an
         electronic payment processor.
         You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.). These
         fees are separate and distinct from the fees and expenses charged by Essential Partners.

         TERMINATION OF AGREEMENT
         Either party may terminate the agreement by providing 30-day advance written notice. Upon termination of
         any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due
         and payable up to and including the effective date of termination.
         Notwithstanding the above, if we do not deliver the appropriate disclosure statement to you at least 48 hours
         prior to you entering into any written or oral advisory contract with us, then you have the right to terminate
         the contract without penalty within five (5) business days after entering into the contract.

         OTHER EXPENSES AND FEES
         The fees discussed above include payment solely for the investment advisory services provided by us and are
         separate from certain fees or charges that are imposed by third parties in connection with investments made
         on your behalf for your account. Third-party fees may include markdowns, markups, brokerage commissions,
         other transaction costs, and/or custodial fees.
         All fees paid to us for asset management services are separate from the expenses charged by exchange-
         traded funds and mutual funds to their shareholders. These fees and expenses will be used to pay
         management fees for the funds, other fund expenses, account administration, and a possible distribution fee.
         Exchanged traded funds and mutual funds can be invested in directly by you without our services. However,
         you would not receive our services to assist you in determining which products or services are most suitable
         for your financial situation and objectives. You should review both the fees we charge and the fees charged
         by the fund(s) to understand the total fees to be paid fully.
         Please refer to Item 12 of this brochure for a more detailed explanation of brokerage practices.

         OTHER COMPENSATION
         Neither Essential Parners nor its supervised persons accepts compensation for the sale of securities.

ITEM 7   Types of Clients
         We provide our investment advisory, financial consulting and risk management services to:

         - Individuals
         - Business Entities
         - Trusts
         - Estates
         - Charitable Organizations
         We do not have a minimum account size for our asset management services.