Investire LLC

Item 5 Fees and Compensation

This section provides details regarding the fees and compensation we receive for the services that we offer. It should
be noted that lower fees for comparable services may be available from other sources. Investire allows your
investment adviser representative to set fees within ranges provided by Investire. As a result, your investment
adviser representative may charge more or less for the same service than another investment adviser representative
of Investire. The exact fees and other terms will be outlined in the agreement between you and Investire.

A. Advisory Fees

Discretionary Advisory Services

Upon the Client s engagement of Investire to provide separately managed account services, Investire shall perform
those services for an annual fee, charged based on a percentage of assets under management, billed in arrears (at
the end of the billing period) on a monthly calendar basis and calculated based on the average daily balance of the
account for the preceding calendar month. Fees are prorated (based on the number of days service is provided during
the initial billing period) for your account to be opened at any time other than the beginning of the billing period.
Under the average daily balance method, each day s balance for the month is summed then divided by the number
of days in the month, to compute the average daily balance. The average daily balance is then multiplied by the
monthly portion of the annual fee to determine the monthly fee due.

Investire, LLC                                                                                         Form ADV Part 2A
                                                                                                         Version 01/2026

The advisory fee you will pay will be exclusive of and in addition to brokerage commissions, transaction fees,
borrowing costs, and any other costs or expenses incurred by the Client and payable to Client s broker. Investire will
not receive any portion of these commissions, transaction fees, or other brokerage costs.

Investire could charge a performance fee to certain qualified clients, as this term is defined by rule 205-3 of the
Investment Adviser Act and the US Securities and Exchange Commission. Performance-based fees could be billed
quarterly or annually.

Investire could charge Flat Fees. Flat fees could be billed monthly, quarterly, or annually.

Fees charged for our direct asset management services are negotiable by each of our investment adviser
representatives based upon the type of client, the complexity of the client's situation, the composition of the client's
account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the
client with the investment adviser representative, and the total amount of assets under management for the client.

Based upon the above negotiability factors, each investment adviser representative is allowed to set Investire s
investment management fee up to a maximum amount of 2.0% annually and, when agreed upon with certain
qualified clients, a maximum performance fee of 20%. The actual annual fee charged by Investire will be specified in
the client s agreement with Investire believes that its annual fee is reasonable in relation to: (1) services provided
and (2) the fees charged by other investment advisers offering similar services/programs. However, our annual
investment advisory fee may be higher than that charged by other investment advisers offering similar
services/programs.

Investment advisory fees will be deducted from your account and paid directly to our firm by the qualified
custodian(s) of your account. You must authorize the qualified custodian(s) of your account to deduct fees from your
account and pay such fees directly to Investire. You should review your account statements received from the
qualified custodian(s) and verify that appropriate investment advisory fees are being deducted. The qualified
custodian(s) will not verify the accuracy of the investment advisory fees deducted.

Management fees charged by Investire are separate and distinct from the fees and expenses charged by investment
company securities that may be recommended to you. A description of these fees and expenses are available in each
investment company security s prospectus.

Please be aware that the way we charge fees (i.e., based on assets that we manage for our clients) creates a conflict
of interest as we have an incentive to increase the assets clients have in the accounts we manage so that we increase
our revenues. However, bear in mind that we mitigate this conflict by only advising you to establish a relationship
with Investire when we believe it is in your best interest. Similarly, we will only advise you on investment products
and strategies that we believe are in your best interest.

Compensation for Sale of Securities

Investire investment adviser representatives are not affiliated with any broker-dealer.

B. Billing Procedures

Discretionary Portfolio Management Services

Separately Managed Account management fees are typically deducted daily. Fees are deducted from a designated
Client account to facilitate payment collection. Clients must consent in advance, when engaging with Investire to
provide separately managed account services, to direct debiting of their investment accounts. Investire collects

Investire, LLC                                                                                         Form ADV Part 2A
                                                                                                         Version 01/2026

advisory fees from the Client s custodian on a daily basis, with the amount of the advisory fee to be deducted from
the account, given the agreed conditions when celebrating the discretionary management agreement. Furthermore,
the custodian sends Client s account statements at least quarterly showing the deduction of the management or
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Item 7 Types of Clients

A. Description

Investire services to individuals and high-net-worth individuals. Client relationships vary in scope and length.

The investment terms offered to different Clients pursuing similar investment objectives may differ.

Clients are required to execute a written agreement with Investire specifying the particular advisory services in order
to establish a client arrangement with Investire.

B. Minimum Investment Amounts Required

Investire s investment minimums may vary according to investment strategy, and Investire maintains the ability to
waive such minimums at its discretion. Generally, Investire s Managed Account minimums is $100,000. In addition,
Investire reserves the right to waive investment minimums for particular Clients.

Investire, LLC                                                                                          Form ADV Part 2A
                                                                                                          Version 01/2026