Lifestyle Freedom Advisory Group LLC

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
Lifestyle offers discretionary direct asset management services to advisory Clients. Lifestyle
charges an annual investment advisory fee based on a flat percentage of the total assets under
management that can range from 0-1.9%.
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of
assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of
assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fees are billed monthly in arrears based on the amount of assets managed as of the close of
business on the last business day of the previous month. Lower fees for comparable services may
be available from other sources. Clients may terminate their account within five (5) business
days of signing the Investment Advisory Agreement with no obligation and without penalty.
Clients may terminate advisory services with thirty (30) days written notice. For accounts
opened or closed mid-billing period, any unpaid earned fees will be due to Lifestyle. Client shall
be given thirty (30) days prior written notice of any increase in fees. Any increase in fees will be
acknowledged in writing by both parties before any increase in said fees occurs.
Lifestyle may also utilize the services of a Sub-advisor to manage Clients’ investment portfolios.
Lifestyle will enter into Sub-advisor agreements with other registered investment advisor firms.
When using Sub-advisors, the Client will not pay additional fees. The Sub-advisors fees are
inclusive of the fees charged by Lifestyle.
FINANCIAL PLANNING FEES
One Time Financial Planning services will be billed on a fixed fee basis, with the fees for plans
ranging from $5,000 - $10,000. All fees are negotiable. The payments are received in two
installments: 50% at the commencement of the planning process, with the final payment due
upon delivery of completed plan.
Ongoing Financial Planning services will be billed monthly or quarterly, in arrears, with the
initial year ranging from $5,000 - $10,000, subsequent years will be $2,500. All fees are
negotiable.
The fees for the engagement will be discussed and agreed upon in writing prior to Lifestyle
beginning work on your plan. Client may cancel within five (5) days of signing Agreement for a
full refund. If the Client cancels after five (5) business days, any unearned fees will be refunded
to the Client, based off the work that has already been completed. Fees for financial planning will
be based on the complexity and each individual client needs.

FINANCIAL CONSULTING FEES
Financial Consulting services will be billed on a fixed fee basis, with the fees for plans ranging
from $15,000-$40,000. All fees are negotiable. The fees for the engagement will be discussed and
agreed upon in writing prior to Lifestyle beginning work on your plan.
The payments are received in two installments: 50% at the commencement of the planning
process, with the final payment due upon delivery of completed plan. Client may cancel within
five (5) days of signing Agreement for a full refund. If the Client cancels after five (5) business
days, any unearned fees will be refunded to the Client, based off the work that has already been
completed. Fees for financial planning will be based on the complexity and each individual client
needs.
ADVISORY SERVICES FOR PARTICIPANTS IN QUALIFIED PLANS FEES
The annual fee will be negotiable and will not exceed 1.00% of the assets Lifestyle is providing
advice on; depending on the account size and investment options in the plan. Fees are billed
quarterly in advance based on the ending balance of the previous quarter. Clients will be
provided an invoice at the commencement of services payable within ten (10) days of receipt.
Clients will either authorize the fee to be paid from another account managed by Lifestyle or pay
Lifestyle directly. Clients may terminate their account within five (5) business days for a full
refund and no obligation. For termination after five (5) business days, client will be entitled to a
pro-rata refund based on the number of days service was not provided in the final quarter.
THIRD PARTY MANAGERS
Lifestyle has entered into a Referral Agreement with unaffiliated third-party managers (TPM).
Each TPM is a Registered Investment Advisor registered with the Securities and Exchange
Commission or relevant state authority that provides investment portfolio advice and
supervisory services.
This relationship will be disclosed to the client in each contract between Lifestyle and TPM.
Lifestyle does not charge additional management fees for TPM managed account services.
Client's signature is required to confirm consent for services within TPM Investment Agreement.
Client will initial Lifestyle's Investment Advisory Agreement to acknowledge receipt of TPM fee
Schedule and required documents including ADV Part 2 disclosures. The fee charged by each
TPM will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.
All management fees are withdrawn from the Client’s account unless otherwise noted. The TPM
will receive written authorization from the Client to deduct advisory fees from their account held
by a qualified custodian. The TPM will pay Lifestyle their share of the fees. (Lifestyle does not
have access to deduct Client fees in a referral relationship). Clients may terminate their account
with a TPM within five (5) business days of signing the investment advisory agreement without
penalty or obligation. For terminations after the initial five business days, the TPM will be
entitled to a pro-rata fee for the days service was provided in the final quarter. TPM will pay
Lifestyle their portion of the final fee. For more information, please consult the TPM’s client
agreement.
The combination of fees for Lifestyle and the TPM will not exceed the industry standard of
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Item 7: Types of Clients
Description
Lifestyle provides investment advice to individuals, pension and profit sharing plans, trusts,
estates, charitable organizations, corporations, and other business entities.
Client relationships vary in scope and length of service.
Account Minimums
Lifestyle does not have account minimums. Some TPMs utilized by Lifestyle may have a
minimum to open an account on their platform.