Liftpoint Family Wealth Advisors LLC

Item 5. Fees and Compensation
      LiftPoint offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management or advisement. Additionally, certain of the Firm’s Supervised Persons, in their individual
      capacities, offer insurance products under a separate commission-based arrangement.

      Financial Planning and Consulting Fees

      LiftPoint charges a fixed fee for providing financial planning and consulting services under a stand-alone
      engagement. These fees are negotiable, but range from $3,000 to $25,000, depending upon the scope and
      complexity of the services and the professional rendering the financial planning and/or the consulting
      services. If the client engages the Firm for additional investment advisory services, LiftPoint can offset all
      or a portion of its fees for those services based upon the amount paid for the financial planning and/or
      consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement. LiftPoint requires one-half of the fee payable upon execution of the Advisory
      Agreement. The outstanding balance is due upon delivery of the financial plan or completion of the agreed

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 Disclosure Brochure                                     LiftPoint Family Wealth Advisors, LLC

      upon services. The Firm does not, however, solicit $1,200 or more in prepaid fees, six or more months in
      advance of services rendered.

      Investment Management Fees

      LiftPoint offers investment management services for an annual fee based on the amount of assets under the
      Firm’s management. This management fee varies in accordance with the following blended fee schedule:

                                   PORTFOLIO VALUE                        BASE FEE
                                       First $999,999                       1.10%
                                      Next $2,000,000                       0.80%
                                      Next $2,000,000                       0.70%
                                      Next $5,000,000                       0.60%
                                     Next $15,000,000                       0.50%
                                     Next $25,000,000                       0.40%
                                   $50,000,000 and Above                   Negotiable

      The Firm can also negotiate a fixed annual rate in lieu of the above fee schedule. The annual fee is prorated
      and charged quarterly, in advance, based upon the market value of the assets being managed by LiftPoint
      on the last day of the previous billing period as determined by a party independent from the Firm (including
      the client’s custodian or another third-party). If a valuation for private securities is not available through
      the custodian, the Firm will typically rely on the valuation provided by the issuer. Because valuations may
      only be provided periodically (including monthly, quarterly or even annually), the Firm can be billing on a
      valuation that would be different if updated. That valuation can be higher or lower depending on the
      increase or decrease in value of the private investment.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
      payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial
      period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement is
      terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

      Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
      held-away assets, accommodation accounts, alternative investments, etc.), LiftPoint can negotiate a fee rate

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 Disclosure Brochure                                     LiftPoint Family Wealth Advisors, LLC

      that differs from the range set forth above. Clients are advised that a conflict of interest exists for the Firm
      to recommend that clients engage LiftPoint for additional services for compensation, including rolling over
      retirement accounts or moving other assets to the Firm’s management. Clients retain absolute discretion
      over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
      recommendations.

      Fee Discretion

      LiftPoint may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,
      pro bono activities, or competitive purposes.

      Additional Fees and Expenses

      In addition to the advisory fees paid to LiftPoint, clients also incur certain charges imposed by other third
      parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
      transaction fees, custodial fees, fees attributable to alternative assets, fees charged by the Independent
...

Item 7. Types of Clients
      LiftPoint offers services to individuals, trusts, estates, charitable organizations, corporations and other
      business entities.

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 Disclosure Brochure                                  LiftPoint Family Wealth Advisors, LLC