Oxenfree Capital LLC

Item 5 Fees and Compensation
 Portfolio Management Services
 Our fee for portfolio management services is based on a percentage of the assets in your account
 and is set forth in the following annual fee schedule:

                                            Annual Fee Schedule

                    Assets Under Management                          Annual Fee
                          up to $500,000                               1.40%
                      $500,001 to $1,000,000                           1.15%
                       1,000,001 and above                             0.90%

Our annual portfolio management fee is billed and payable, monthly in arrears, based on the average
daily balance. If the portfolio management agreement is executed at any time other than the first day of
the month, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the month for which you are a client. Our advisory fee is negotiable,
depending on individual client circumstances. At our discretion, we may combine the account values of
family members living in the same household to determine the applicable advisory fee. For example,
we may combine account values for you and your minor children, joint accounts with your spouse, and
other types of related accounts. Combining account values may increase the asset total, which may
result in your paying a reduced advisory fee based on the available breakpoints in our fee schedule
stated above.
We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written
authorization permitting the fees to be paid directly from your account. Further, the qualified custodian
will deliver an account statement to you at least quarterly. These account statements will show all
disbursements from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement upon 30 days written notice. You will incur a
pro rata charge for services rendered prior to the termination of the portfolio management agreement,
which means you will incur advisory fees only in proportion to the number of days in the month for
which you are a client.
Asset Allocation Services
For stand-alone asset allocation engagements, separate from our ongoing asset-based advisory services,
we may charge an hourly fee of up to $1,000. This represents the maximum disclosed hourly rate; the
actual rate charged is negotiable based on the scope and complexity of services rendered. Most clients
engage us through asset-based advisory services and do not incur hourly asset allocation fees. Fees are
billed in arrears. You may terminate the agreement by providing 30 days written notice. If fees are payable
in arrears, you will be responsible only for a prorated amount based on services performed prior to
termination of the agreement.
Financial Planning Services
For stand-alone financial planning engagements, separate from our ongoing asset-based advisory
services, we may charge an hourly fee of up to $1,000. This represents the maximum disclosed hourly
rate; the actual rate charged is negotiable and depends on the scope and complexity of the engagement,
your situation, and your financial objectives. Most clients engage us through asset-based advisory
services and do not incur hourly planning fees. An estimate of expected time and total cost will be
provided at the start of the engagement. Fees are payable upon completion of the work outlined in the
agreement. At our discretion, we may offset financial planning fees to the extent you implement
recommendations through our Portfolio Management Service. You may terminate the agreement by
providing 30 days written notice. If fees are payable in arrears, you will be responsible only for a prorated
amount based on services performed prior to termination.

Financial Consulting Services
For stand-alone financial consulting engagements, separate from our asset-based advisory services, we
may charge an hourly fee of up to $1,000. This represents the maximum disclosed hourly rate; the actual
rate charged is negotiable based on the scope and complexity of services rendered. Most advisory
clients do not utilize hourly consulting services. An estimate of expected time and cost will be provided
prior to work beginning. Fees are payable upon completion of agreed consulting services. You may
terminate the consulting agreement by providing 30 days written notice. If fees are payable in arrears,
you will be responsible only for a prorated amount based on services performed prior to termination.
Financial Coaching Services
We charge different rates depending on the package selected by the client for stand-alone financial
coaching services. The first option is "Guided Growth," which costs $99 per month plus a $200
onboarding fee, or $1,000 per year with no onboarding fee. The second option is the "Momentum Path,"
which costs $175 per month plus a $200 onboarding fee, or $1,650 per year with no onboarding fee. Our
coaching fee is payable in advance of the agreed upon coaching services. You may terminate the
financial coaching agreement by providing written notice to our firm.
Estate Planning Facilitation Services
We offer optional estate planning facilitation services for an additional fee. We engage a third-party
document provider (Estate Guru) to prepare the requested estate planning documents, to whom we pay
directly for these services and charge the client a fee that includes both the cost of the document
preparation and a markup for our time, assistance, and facilitation. Total fees vary based on the type
and complexity of the documents requested. The fee is disclosed to the client in advance and billed
directly by OxenFree Financial. Clients are not required to use this service and may obtain similar
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Item 7 Types of Clients
We offer investment advisory services to individuals, including high net worth individuals, charities, and
businesses. In general, we do not require a minimum dollar amount to open and maintain an advisory
account; however, we have the right to terminate your account if it falls below a minimum size which, in
our sole opinion, is too small to manage effectively. We may also combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts to meet the
stated minimum.