Kickstand Ventures LLC

Item 5 – Fees and Compensation

Kickstand Wealth Advisors charges fees based on a percentage of assets under management. The specific
fees charged by Kickstand Wealth Advisors for services provided will be set forth in each client’s Agreement.

Investment Management Services
Kickstand Wealth Advisors charges an annual advisory fee that is agreed upon with each client and set forth
in an agreement executed by Kickstand Wealth Advisors and the client. The annual advisory fee ranges from
0.25% to 1.50%. The advisory fee for the initial month will be paid, on a pro rata basis, in arrears, based on
the asset value of the client’s accounts as of the last business day of the initial month. For subsequent
months, the advisory fee will be paid, in advance, based on the asset value of the client’s accounts as of the
last business day of the preceding month as provided by third-party sources, such as pricing services,
custodians, fund administrators, and client-provided sources. For retirement plans the valuation
methodology and fee bill frequency may vary due to the requirements of the administrator for the plan
client.

Notwithstanding the foregoing, Kickstand Wealth Advisors and the client may choose to negotiate an annual
advisory fee that varies from the range set forth above. Factors upon which a different annual advisory fee
may 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 Firm will apply to all of the client’s assets under management,
unless specifically excluded in the client agreement. The advisory fee includes the financial planning services

described above. Although Kickstand Wealth Advisors believes that its fees are competitive, clients should
understand that lower fees for comparable services may be available from other sources and firms.

The investment advisory agreement between Kickstand Wealth Advisors and the client may be terminated at
will by either Kickstand Wealth Advisors or the client upon written notice. Kickstand Wealth Advisors does
not impose termination fees when the client terminates the investment advisory relationship, except when
agreed upon in advance.

Payment of Fees
Kickstand Wealth Advisors generally deducts its advisory fee from a client’s investment account(s) held at
his/her custodian. Upon engaging Kickstand Wealth Advisors to manage such account(s), a client grants
Kickstand Wealth Advisors 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. See Section A herewith for
further information on fee billing.

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

The custodian of the client’s accounts provides each client with a statement, at least quarterly, indicating
separate line items for all amounts disbursed from the client's account(s), including any fees paid directly to
Kickstand Wealth Advisors.

Clients may make additions to and withdrawals from their account at any time, subject to Kickstand Wealth
Advisors’ right to terminate an account. Additions may be in cash or securities provided that the Firm
reserves the right to liquidate transferred securities or decline to accept particular securities into a client’s
account. Clients may withdraw account assets at any time on notice to Kickstand Wealth Advisors, subject to
the usual and customary securities settlement procedures. However, the Firm generally designs its portfolios
as long-term investments, and the withdrawal of assets may impair the achievement of a client’s investment
objectives. Kickstand Wealth Advisors may consult with its clients about the options and implications of
transferring securities. Clients are advised that when transferred securities are liquidated, they may be
subject to transaction fees, short-term redemption fees, fees assessed at the mutual fund level (e.g.
contingent deferred sales charges) and/or tax ramifications

Clients Responsible for Fees Charged by Financial Institutions and External Money Managers
In connection with Kickstand Wealth Advisors’ management of an account, a client will incur fees and/or
expenses separate from and in addition to Kickstand Wealth Advisors’ advisory fee. These additional fees
may include transaction charges and the fees/expenses charged by any custodian, subadvisor, mutual fund,
ETF, separate account manager (and the manager’s platform manager, if any), limited partnership, or other
advisor, transfer taxes, odd lot differentials, exchange fees, interest charges, ADR processing fees, and any
charges, taxes or other fees mandated by any federal, state or other applicable law, retirement plan account
fees (where applicable), margin interest, brokerage commissions, mark-ups or mark-downs and other
transaction-related costs, electronic fund and wire fees, and any other fees that reasonably may be borne by
a brokerage account. For External Managers, clients should review each manager’s Form ADV 2A disclosure
brochure and any contract they sign with the External Manager (in a dual contract relationship). The client is
responsible for all such fees and expenses. Please see Item 12 of this brochure regarding brokerage practices.

Prepayment of Fees
As noted in Item 5(B) above, Kickstand Wealth Advisors’ advisory fees generally are paid in advance. Upon
the termination of a client’s advisory relationship, Kickstand Wealth Advisors will issue a refund equal to any
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Item 7 – Types of Clients

Kickstand Wealth Advisors offers investment advisory services to individuals, including high net worth
individuals, families, family offices, trusts, businesses, charitable foundations, retirement/profit-sharing plans
and broker-dealers. Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum
initial investment to open an account of $500,000. However, Kickstand Wealth Advisors does reserve the
right to accept or decline a potential client for any reason in its sole discretion.