Precedent Wealth Partners LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Portfolio Management Services
The maximum annual fee charged for this service will not exceed 1.00% of billable assets managed.
Fees to be assessed will be outlined in the advisory agreement to be signed by the client. Annualized
fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last
day of the previous quarter. There may be immaterial differences between the quarter end market value
reflected on your custodial statement and the valuation as of the last business day of the calendar quarter
used for billing purposes, given minor pricing anomalies, timing of transaction posting and other account
activity. Fees will be deducted from client account(s) unless we mutually agree to an alternate payment
method. Adjustments will be made for deposits and withdrawals during the quarter that are more than
$50,000. Our Firm can offer direct invoicing in rare cases. If the advisory agreement is executed at any
time other than the first day of the calendar quarter, 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 quarter during which the
individual is under contract as our client. Our advisory fee is negotiable, depending on individual client
circumstances and account type; however, if the account or relationship is not above $10 million, the
fees are not typically negotiable. When fees are negotiable, the factors typically considered are total
asset values being managed, the expected future additions and withdrawals from the account, the
frequency and nature of interaction with the client, and the complexity of the specific services required
by the client.

Our standard fee schedule is based upon discretionary assets under management:
      • First $2 million:       1.0% per annum
      • Next $3 million:        0.8% per annum
      • Next $5 million:        0.6% per annum
      • Over $10 million:       0.4% per annum

At our discretion, we can combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we can combine account values for client and
client’s minor children, joint accounts with client’s spouse, and other types of related accounts.
Combining account values can increase the asset total, which may result in your paying a reduced
advisory fee, when measured as a percentage of assets managed. Our Firm will deduct our fee directly
  ADV Part 2A – Firm Brochure                  Page 8                         Precedent Wealth Partners, LLC

from your account through the qualified custodian holding your funds and securities. Our Firm 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.

Financial and Wealth Planning Services
If you engage our Firm for portfolio management services, our financial and wealth planning and
consulting services are generally offered to you at no extra charge. In rare cases for consulting services
that are outside our normal offering, we can propose an extra charge for such consulting. You will always
be informed of such extra charges before work commences. In those cases, our Firm charges on an
hourly or flat fee basis for specialized financial and wealth planning services. The total estimated fee, as
well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client.
The maximum hourly fee to be charged will not exceed $500. Flat fees range from $1,500 to $10,000.
The fee-paying arrangements will be determined on a case- by-case basis and will be detailed in the
signed consulting agreement. Our Firm will not require a retainer exceeding $1,200 when services
cannot be rendered within 6 months.

Retirement Plan Consulting
Our Retirement Plan Consulting services are billed on a flat fee basis, or a fee based on the percentage
of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based
on the scope and complexity of our engagement with the client. Our flat fees range from $750 to $25,000.
Fees based on a percentage of managed Plan assets will not exceed 1.00%. The fee-paying
arrangements will be determined on a case-by-case basis and will be detailed in the signed consulting
agreement.

Assets Held Away From Our Firm
For assets held at a custodian that is not directly accessible by our Firm ("Held Away Accounts"), we can,
but are not required to, manage these Held Away Accounts using the Pontera Order Management
System ("Pontera") that allows our Firm to view and manage assets. Our annual fee
for investment management services for held away accounts will follow our Portfolio Management fee
schedule and termination instructions as noted in your Portfolio Management Agreement. Our advisory
fees will not be deducted directly from the accounts managed through the Pontera Order Management
System. If you engage our Firm to manage Held Away Accounts, you will give written authorization to
deduct the associated management fee from another ”non-qualified” (i.e. – after-tax) account managed
by our Firm, in which case, the advisory fee would be deducted from this account each quarter. Fees
will be based upon your negotiated fee in accordance with our portfolio management fee schedule and
your Agreement. You do not pay an additional fee for Pontera. Further, the qualified custodian of your
“non-qualified” account to which fees are charged will deliver an account statement to you at least
quarterly. These account statements will show all disbursements from your account. You should review
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Item 7: Types of Clients & Account Requirements
Client Types:
Our Firm has the following client types: Individuals and High Net Worth Individuals; Trusts, Estates or
Charitable Organizations; Pension, Retirement Plans, and Profit Sharing Plans; Corporations, Limited
Liability Companies and/or Other Business Types.

Account Requirements:
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.