Fiduciary Financial Partners LLC

Item 5: Fees and Compensation

funds that do not pay revenue sharing fees. The client is under no obligation to utilize such
programs or mutual funds. Although many factors will influence the type of fund to be used, the
client should discuss with their investment adviser representative whether a share class from a
comparable mutual fund with a more favorable return to investors is available that does not
include the payment of any 12b-1 or revenue sharing fees given the client’s individual needs
and priorities and anticipated transaction costs. In addition, the receipt of such fees can create
conflicts of interest in instances where the custodian receives the entirety of the 12b-1 and/or
revenue sharing fees and takes the receipt of such fees into consideration in terms of benefits it
may elect to provide to the firm, even though such benefits may or may not benefit some or all
of the firm clients.

                   Part 2A of Form ADV: Fiduciary Financial Partners, LLC, Brochure

Item 7: Types of Clients
We have the following types of clients:
   ▪   Individuals and High Net Worth Individuals
   ▪   Pension and Profit Sharing Plans
In general, we require a minimum client fee of $7,500 annually. For portfolio values less than
$750,000, clients may be able to obtain comparable services at a lower cost elsewhere. For
Retirement Plan Advisory and Consulting Services, we require a minimum flat fee of $5,000. The
firm, at its sole discretion, may waive the minimum requirements.
Sub-advisers may also have minimum account requirements, which will be disclosed in the sub-
advisers’ separate disclosure documents.

                   Part 2A of Form ADV: Fiduciary Financial Partners, LLC, Brochure