Pacific Sage Partners LLC

Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
written agreements with the Advisor.

A. Fees for Advisory Services
Wealth Management Services
Investment advisory fees are paid monthly, at the end of each month, pursuant to the terms of the investment advisory
agreement. Investment advisory fees are based on the average daily market value of assets under management
during the month. Investment advisory fees range from 0.50% to 1.25% annually based on several factors, including:
the scope and complexity of the services to be provided; the level of assets to be managed; and the overall
relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio
restrictions, and other complexities may be charged a higher fee. Should Clients of the Advisor be invested in
Monument Advisor variable annuity products offered by Nationwide Advisory Solutions (“Nationwide”), or a like
product from another insurance product provider, Clients will be assessed an investment advisory fee of 0.75%,
calculated against the total value of assets in the annuity product. This fee is owed to the Advisor and is not in addition
to the investment advisory fees outlined above.

The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the
end of the first month. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by
Pacific Sage will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
Custodian’s valuation to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor
shall not receive any portion of these commissions, fees, and costs.

Use of Independent Managers – As noted in Item 4, the Advisor may implement all or a portion of a Client’s
investment portfolio utilizing one or more Independent Managers. To eliminate any conflict of interest, the Advisor
does not earn any compensation from an Independent Manager. The Advisor will only earn its investment advisory fee
as described above. Independent Managers will not typically offer any fee discounts, but may have a breakpoint
schedule which will reduce the fee with an increased level of assets placed under management with an Independent
Manager. The terms of such fee arrangements are included in the Independent Manager’s disclosure brochure and
applicable contract[s] with the Independent Manager. The total blended fee, including the Advisor’s fee and the
Independent Manager’s fee will not exceed 2.00% annually.

Financial Planning Services
Pacific Sage offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range
from $100 to $500 per hour. Fixed fees are based on the expected number of hours to compete the engagement at
the Advisor’s hourly rate above. Fees may be negotiable based on the nature and complexity of the services to be
provided and the overall relationship with the Advisor. An estimate for total hours and/or total costs will be provided to
the Client prior to engaging for these services.

Pacific Sage Partners, LLC
505 5th Avenue South, Suite 104, Edmonds, WA 98020
Phone: (206) 533-0500
https://pacificsagepartners.com                                                                               Page     7

Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an annual asset-based fee of up to 1.00% and are typically
billed quarterly in arrears, pursuant to the terms of the retirement plan advisory agreement. Retirement plan fees are
based on the market value of assets under management in the Plan at the end of the quarter. Fees may be negotiable
depending on the size and complexity of the Plan.

B. Fee Billing
Wealth Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the
Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from
the Client’s account[s] at the end of each month. The amount due is calculated by applying the monthly rate (annual
rate divided by 12) to the average daily market value assets under management with Pacific Sage at the month end.
Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment
advisory fee. Clients are urged to also review the brokerage statement from the Custodian, as the Custodian does not
perform a verification of fees. Clients provide written authorization permitting advisory fees to be deducted by Pacific
Sage to be paid directly from their account[s] held by the Custodian as part of the investment advisory agreement and
separate account forms provided by the Custodian.

Use of Independent Managers – For Client accounts implemented through an Independent Manager, the Client’s
overall fees may include Pacific Sage’s investment advisory fee (as noted above) plus investment management fees
and/or platform fees charged by the Independent Manager[s], as applicable. In certain instances, the Independent
Manager or the Advisor may assume responsibility for calculating the Client’s fees and deduct all fees from the
Client’s account[s].

Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
...

Item 7 – Types of Clients

Pacific Sage offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable
organizations, and businesses. The amount of each type of Client is available on Pacific Sage’s Form ADV Part 1A.
These amounts may change over time and are updated at least annually by the Advisor. Pacific Sage generally
does not impose a minimum relationship size.

Pacific Sage Partners, LLC
505 5th Avenue South, Suite 104, Edmonds, WA 98020
Phone: (206) 533-0500
https://pacificsagepartners.com                                                                               Page     9