Power Financial Partners LLC

Item 5. Fees and Compensation
      PFP 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 securities brokerage services and/or insurance products under a separate commission-based
      arrangement.

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 Disclosure Brochure                                                   Power Financial Partners, LLC

      Investment Management Fees

       PFP 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 $100,000                        1.50%
                                       Next $400,000                         1.25%
                                       Next $500,000                         1.00%
                                      Next $1,000,000                        0.75%
                                      Next $3,000,000                        0.50%
                                      Next $5,000,000                        0.40%
                                     Next $15,000,000                        0.30%
                                     Next $25,000,000                        0.25%
                                     Next $50,000,000                        0.15%
                                    Above $100,000,000                       0.05%

      The annual fee is prorated and charged monthly, in advance, based upon the market value of the assets
      being managed by PFP on the last day of the previous month as determined by a party independent from
      the Firm (including the client’s custodian or another third-party). Alternatively, the Firm may change a
      fixed fee for the investment management services. The fixed fee will be individually negotiated and will
      be based upon a number of factors including the size and composition of a client’s portfolio, the type and
      amount of services rendered and the individual(s) providing the services.

      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 in excess of $100,000 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. This is measured by each deposit or withdrawal separately, not cumulative during the period. 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.), PFP can negotiate a fee rate 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 PFP for additional services for compensation, including rolling over

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 Disclosure Brochure                                                  Power Financial Partners, LLC

      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.

      Retirement Plan Consulting Fees
      PFP charges as fixed project-based fee to provide clients with retirement plan consulting services. Each
      engagement is individually negotiated and tailored to accommodate the needs of the individual plan
      sponsor, as memorialized in the Agreement. These fees vary, based on the scope of the services to be
      rendered, and ranges up to $75,000 per annum on a fixed fee basis or between 5 and 100 basis points (0.05%
      – 1.00%), depending upon services provided and the amount of assets to be advised on.

      Financial Planning and Consulting Fees

      PFP can charges a fixed fee for providing financial planning and consulting services under the wealth
      management engagement or a stand-alone engagement. These fees are negotiable depending upon the
      scope and complexity of the services and the professional rendering the financial planning and/or the
      consulting services. The Firm also considers other revenue from the client, including the asset-based fee
      described above in determining whether a fixed fee should be charged. If the client engages the Firm for
      additional investment advisory services, PFP 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.

      Fee Discretion

      PFP 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
...

Item 7. Types of Clients
      PFP offers services to individuals, trusts, estates, charitable organizations, corporations and other business
      entities, pension and profit sharing plans.