Kingstone Capital Partners Texas LLC

ITEM 5: FEES AND COMPENSATION
A. Compensation for Advisory Services
As described in greater detail below, KCP charges different types of fees, including fees based
on a percentage of assets under management, fixed fees and hourly fees. The specific fees
charged by KCP for its financial planning and investment management services will be set forth
in the Client’s Agreement.

Fees are negotiable under certain circumstances at the sole discretion of KCP. In addition, KCP
has full discretion to waive its advisory fees in their entirety. Although KCP believes its advisory
fees are competitive, Clients should be aware that lower fees for comparable services may be
available from other sources.

Please note that certain “legacy clients” of the Firm will have a fee schedule and/or billing
practices that differ from those disclosed herein. Legacy clients are those clients that had a pre-
existing arrangement with an investment adviser representative before that investment adviser
representative became registered with KCP, or engaged KCP for investment management
services prior to July 1, 2024. In those instances, the specific fees and billing practices will be as
described in the respective legacy client’s agreement.

    1. Fixed and Hourly Fees
The Firm generally charges an hourly fee, fixed fee, or both for its financial planning services.
The Firm’s fees vary and are dependent upon the scope and complexity of the requested services,
and are specified as part of the Client’s Agreement. These rates can be negotiated based on the
sole discretion of the Firm.

              i Fees for One-Time Services.
Clients receiving “one-time” services are generally assessed a fixed fee and/or an hourly fee.
Generally, rates range from $500 – $10,000 on a fixed fee basis, or from $250 – $350 on an
hourly rate basis. Clients are generally requested to pay 50% of the estimated fee upon execution
of the Agreement. An invoice for services is issued on completion of the written analysis, which
is payable upon receipt. Clients under a one-time Agreement can terminate the Agreement,
without penalty, at any time upon written notice. At the time of termination, any prepaid fees
will be prorated based on the amount of work completed by the Firm as of the date the notice of
termination is received, and any unearned fees will be returned to the Client. It is possible that if
the Client seeks to terminate this Agreement and substantial work has been done to provide
services to the Client, the Client may not receive any return of the initial payment.

             ii Fees for Ongoing Services
Clients engaging for “ongoing” Services are generally assessed a fixed fee. Generally, rates

Kingstone Capital Partners Texas, LLC                                                    April 7, 2026
Form ADV Part 2A

range from $4,000 – $10,000 per annum. KCP bills quarterly, at the beginning of each calendar
quarter, at a rate of one-fourth (1/4th) the annual fee per quarter. KCP will send all of Client’s
invoices to AdvicePay (a secure payment processing application) and AdvicePay will provide
Client with invoices from KCP. Client agrees to make all payments through AdvicePay under
the terms of Client’s separate AdvicePay Account. Payments may be automatically processed
through AdvicePay via debit card, ACH, or credit card. Client acknowledges that KCP will not
maintain control, copies or custody of Client’s credit card or payment information at any point.
In order to receive the Firm’s “ongoing” services, Clients must agree to set up and register an
account with AdvicePay (“AdvicePay Account”) so that Client can timely pay all KCP invoices
through AdvicePay’s portal. The failure to create the AdvicePay Account, or Client’s
Termination of the AdvicePay account shall constitute immediate grounds for termination. KCP
shall not be obligated to render any “ongoing” services until the Client has registered an active
AdvicePay Account.

Clients under an “ongoing” Agreement are subject to a term of one year from execution of the
Agreement. Clients terminating prior to completion of the one-year term will be invoiced for the
balance of fees otherwise due during the initial one year term, which is payable within 30 days of
notice of termination. Following the one-year term, fees under the Agreement will automatically
renew and will be billed quarterly in advance. After the initial term, Clients may terminate
ongoing services at any time by providing thirty (30) days’ notice. At the time of termination,
any prepaid fees will be prorated based on the amount of work completed and returned to the
Client.

    2. Fees Based Upon a Percentage of Assets Under Management
The Firm’s fees for Investment Management Services are based upon a percentage of assets
under management and are fixed at a rate that will vary by Client and range from 0.50% to
2.00%. For the avoidance of doubt, the fixed rate is an absolute, agreed-upon amount and will
not fluctuate up or down pursuant to a prescribed “break-point” schedule. The exact fee for each
Client is set forth in the Client’s Agreement and is based on factors such as: Client’s total assets
under management, Client’s financial complexity, anticipated or requested frequency of Client
interaction, anticipated future earning capacity, anticipated future additional assets, dollar
amount of assets to be managed, related accounts, account composition, and negotiations with
Client.

The Firm’s fee is payable quarterly, in advance, and calculated by multiplying the “market
value” of the Client’s assets under management (including cash and cash equivalents) by the
appropriate annual fee rate set forth in the Client’s Agreement. This amount is then divided by
four (4) to get the quarterly amount. Market value is determined by looking at the Net Asset
Value (“NAV”) of the Client’s accounts as of the close of business on the last business day of
...

ITEM 7: TYPES OF CLIENTS
A. Description
KCP provides discretionary investment supervisory and management services on a continuous
basis to individuals, high net worth individuals, charitable organization, corporations and
pension and profit-sharing plans (“Client”).

B. Conditions for Managing Accounts
The Firm generally requires a minimum initial investment of $1,000,000 to open an account,
which could be negotiable by the Firm in its sole discretion or differ for Legacy Clients.
However, the Firm reserves the right to accept or decline a potential Client for any reason in its
sole discretion. Prior to engaging the Firm to provide any of the investment advisory services
described in this Brochure, the Client will be required to enter into one or more written
Agreements with the Firm setting forth the terms and conditions under which the Firm shall
render its services.

There are times when certain restrictions are placed by a Client, which prevents KCP from
accepting or continuing to manage the account. KCP reserves the right to not accept and/or
terminate management of a Client’s account if it feels that the Client imposed restrictions which
would limit or prevent it from meeting and/or maintaining its overall investment strategy.

Kingstone Capital Partners Texas, LLC                                                  April 7, 2026
Form ADV Part 2A