Jericho Financial LLP

Item 5: Fees and Compensation
Fee Schedule
 Total Assets under Management         Annual Fees
 $0 - $1,000,000                       1.00%
 $1,000,001 - $3,000,000               0.90%
 $3,000,001 - $5,000,000               0.80%
 Greater than $5,000,001               0.65%
Jericho uses an average of the daily balance in the client’s account throughout the billing period to
determine the market value of the assets upon which the advisory fee is based. The fees for services are
billed monthly in arrears.

These fees are generally negotiable. Clients may terminate the Investment Advisory Agreement generally
with 30 days written notice.

If a client would like to engage Jericho separately for financial planning services only, Jericho will charge
either a project‐based flat fee based on the estimated time to complete the project or an hourly rate up
to $300 an hour. The total fee, terms and conditions for the project will be presented to the client and
documented in the agreement before any work is commenced. The estimated time to complete the
project is based on the projected number of hours to review documents, complete the analysis, create a
customized report, and present the findings and recommendations to the client.

Pension Consulting Services Fees
The fee ranges from 0.25% to 0.75% and is negotiable based on factors such as the size and complexity of
the mandate, the services to be provided, anticipated additional assets to be added to the account, and
other unique needs or attributes of the client. The fee will never be higher than the highest fee of 0.75%
and be clearly outlined in the agreement with Jericho. The method of billing for these services is specific
to each 401k platform or plan recordkeeper.

Payment of Fees
Asset-based fees are withdrawn directly from the client's accounts with client's written authorization on
either a monthly or quarterly basis in arrears or may be invoiced and billed directly to the client monthly.
Clients may select the method in which they are billed.

Jericho Financial                                                                                Page 6 of 12
Form ADV Part 2A – February 26, 2026

Fixed and/or hourly fees are invoiced and billed directly to the client upon completion of the project.

Other Fees
For clients whose assets are directed to a third-party investment advisor, the client is responsible for
paying the management fees due those third-party investment advisors in addition to the fees paid
Jericho. The agreements with the third-party investment advisor should outline the fees to be paid to the
third party. If they do not, the client should request the fee schedule they are responsible for paying.

Clients are responsible for the payment of all third-party fees (i.e., custodian fees, brokerage fees, mutual
fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and expenses
charged by Jericho. Please see Item 12 of this brochure regarding broker-dealer/custodian.

Outside Compensation for The Sale of Securities to Clients
Ryan Charles Bosler, Mark Charles Faubel, and Sharvesh Alexander Cross are also insurance agents. In
these roles, they accept compensation for the sale of investment products to Jericho clients, which
presents a conflict due to the financial incentive to recommend these products. To mitigate this conflict,
insurance products will only be recommended when appropriate for the client and only after the client
has been informed of this conflict. Clients always have the option to purchase Jericho recommended
products through other brokers or agents that are not affiliated with Jericho.

Item 7: Types of Clients
Jericho generally provides advisory services to the following types of clients:

    •   Individuals
    •   Families
    •   Pension and Profit-Sharing Plans

There is no account minimum for any of Jericho’s services.