Inscription Capital LLC

Item 5 - Fees and Compensation
  A. Fee Schedule for Advisory Services
Inscription charges an annual advisory fee based upon the assets under management that is agreed upon
with each Client and set forth in an agreement executed by Inscription and the Client. Advisory fees range
between 0.25% to 1.25% annually, depending on the size and complexity of the Client relationship as well
as on the Advisory Person rendering the services. Relationships with multiple objectives, specific reporting
requirements, portfolio restrictions and other complexities may be charged a higher fee. The advisory fee
for the initial quarter is payable on a pro rata basis, in arrears, based on the period ending value of the net
billable assets under management. For subsequent quarters, the advisory fee generally is payable in advance
(except for services to participant-directed 401k plans, which generally are payable in arrears), based on
the average daily net billable asset value of the Client’s accounts through the last day of the previous quarter
as provided by third-party sources.
Betterment Institutional Platform – Client accounts implemented through Betterment Institutional will be
charged an annual Betterment Institutional wrap fee of up to 0.20%, in addition to the Advisor’s fee,
payable quarterly, for the assets implemented through Betterment Institutional. The Client authorizes this
fee deduction through the investment platform agreement signed by the Client, the Advisor and Betterment
Institutional.

Notwithstanding the foregoing, Inscription and the Client can choose to negotiate an annual advisory fee
that varies from the schedule set forth above. Factors upon which a different annual advisory fee can be
based include, but are not limited to, the size and nature of the relationship, the services rendered, the
nature and complexity of the products and investments involved, time commitments, and travel
requirements. The advisory fee charged by the Advisor will apply to all of the Client’s assets under
management, unless specifically excluded in the Client agreement. The advisory fee can be in addition to
the financial planning services described above. Certain options strategies are offered to Clients for an
additional fee to Inscription, assessed on assets committed to those particular strategies, as described in the
Client agreement.
Clients have five (5) business days from the date of execution of the Client agreement to terminate
Inscription’s services. The investment advisory agreement between Inscription and the Client can be
terminated at will by either Inscription or the Client upon written notice. Inscription does not impose
termination fees when the Client terminates the investment advisory relationship, except when agreed upon
in advance.
Inscription offers its Clients financial planning services. Such services, for some Clients, can be included
as part of the annual advisory fee. Clients can also enter into a separate agreement with Inscription for
financial planning services. Fees for services performed pursuant to such separate agreements for financial
services are negotiable and are based on either an hourly rate that varies, depending on the experience,
knowledge, and skill of those performing the services on behalf of Inscription, or a flat fee agreed upon in
writing by Inscription and the Client. Inscription also offers family office services for a fixed annual fee
ranging up to $600,000, which can be negotiable depending on the nature and complexity of each Client’s
circumstances.

The hourly rate for comprehensive financial planning, ad-hoc, and project-based consultations for Clients
varies depending on the services provided and the experience, knowledge, and skill of those performing
the services on behalf of Inscription. Hourly rates generally range from $250 to $500 per hour based on the
scope of the engagement. The scope and charges of all hourly ad-hoc work must be agreed-upon in writing
by Inscription and the Client before any billing begins.

Account Minimums & Other Requirements: We do not require an account or relationship size minimum in

INSCRIPTION CAPITAL, LLC                                                            Disclosure Brochure
order for you to open/maintain an account or establish a relationship.
Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an annual asset-based fee of up to 1.25% and are
billed in arrears, pursuant to the terms of the retirement plan advisory agreement. Retirement plan advisory
fees based on the average daily net billable asset value of the Plan through the last day of the calendar
quarter. Fees are negotiable depending on the size and complexity of the Plan.

    B. Payment of Fees

Inscription generally deducts its advisory fee from a Client’s investment account[s] held at his/her
Custodian. Upon engaging Inscription to manage such account[s], a Client grants Inscription this limited
authority through a written instruction to the Custodian of his/her account[s]. The Client is responsible for
verifying the accuracy of the calculation of the advisory fee; the Custodian will not determine whether the
fee is accurate or properly calculated. The fee generally is billed in advance on a quarterly basis, as
described above in Item 5(A). A Client can utilize the same procedure for the payment of o consulting fees
in arrears or in advance.

Although Clients generally are required to have their investment advisory fees deducted from their
accounts, in some cases, Inscription will directly bill a Client for investment advisory fees if it determines
that such billing arrangement is appropriate given the circumstances.

Betterment Institutional Platform - For Clients referred by the Advisor to an Independent Manager, the
Client’s fee may be separately deducted from the Client’s account[s] with the respective manager.
...

Item 7 - Types of Clients
 Inscription offers investment advisory services to individuals, including high net worth individuals, and
 entities, including, but not limited to, family offices, trusts, estates, and private foundations. The Advisor
 does not impose minimum relationship size.