Evestia LLC

Item 5 Fees and Compensation
A. Advisory Fees
Evestia is compensated for its advisory services by charging an annual fee of 1.00% of the net market value
of a Client's Account as detailed in the table below.

            Assets Under Management                                           Annual Fee
                  $1 to $10,000,000                                                 1.00%
                  Above $10 Million                                               Negotiable

Third-Party Advisors may have access to Evestia models for 0.35% or less per year through TPA Programs.
Evestia reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for certain
Client Accounts for any period determined solely by Evestia.

Taxable Accounts and Individual Retirement Accounts ("IRAs")
Evestia's software-based investment advisory service charges an annualized fee of 1.00% of a Client's
assets under management. Annual fees are charged monthly as explained below.
Evestia's advisory fees are not paid in advance. Fees are charged in arrears and accrue daily and are
deducted from Clients' Accounts each month. A daily advisory fee is calculated by dividing the annual fee
rate by 365 (or 366) days in a year multiplied by the daily net market value of the Client's Account. The
advisory fee for a calendar month is equal to the total of the daily fees calculated during that month (less
any deductions or fee waivers) and is deducted from Client Accounts the following month.

Fee Calculation Example
 Average Daily Account Net Market Value                         = $100,000
 Annual Advisor fee                                             = 1.00%
 Daily Fee Calculation                                          = 1.00% / 365 x $100,000 = $2.74
 Monthly Advisor Fee (30 days)                                  = $2.74 x 30 = $82.20

TPA Programs for Third-Party Advisors may charge fees differently per model marketplace agreements.

B. Other Account Fees
In addition to the advisory fees, Clients may also pay other fees or expenses to third parties. The issuer of
some of the securities or products we purchase for Clients, such as ETFs, may charge product fees that
affect Clients. Evestia does not charge these ETF fees to Clients, nor does it benefit directly or indirectly
from any such fees. ETF expenses may change from time to time at the sole discretion of the ETF issuer.

                              Evestia LLC | Form ADV Part 2 | December 31, 2025    6

Item 7 Types of Clients
There is no account minimum required to open an account with Evestia. As a result of using fractional
shares and the automation associated with offering its services online, Evestia makes it possible for retail
investors, as well as retirement accounts and trusts, to access its service with no minimum dollar amount.
At any time, a Client may terminate an Account, withdraw all or part of an Account, or request an update to
their investment profile (i.e., risk score), which may initiate an adjustment in the Account's holdings. Evestia
does not represent or guarantee that Evestia will respond to any such Client actions or requests
immediately or in accordance with a set time schedule.
Investors evaluating Evestia's software-based investment advisory service should be aware that Evestia's
relationship with Clients is likely to be different from the "traditional" investment advisory relationship in
several aspects:
1. Evestia is a software-based investment advisor which means each Client must acknowledge their ability
    and willingness to conduct their relationship with Evestia on an electronic basis. Under the terms of the
    Advisory Client Agreement and the Brokerage Agreement, each Client agrees to receive all Account
    information and Account documents electronically.
2. To provide its investment advisory services and tailor its investment decisions to each Client's specific
    needs, Evestia collects information from each Client, including specific information about their investing
    profile such as financial situation, investment objectives, and risk preference. Evestia maintains this
    information in strict confidence subject to its Privacy Policy.
3. The software-based investment advisory service includes preselected securities for each asset class
   within the plan recommended to a Client. Evestia does not allow Clients to select their own securities.
4. Clients may not place orders to purchase or sell securities on a self-directed basis.

                              Evestia LLC | Form ADV Part 2 | December 31, 2025   7