Resolve Capital Management LLC

Item 5 – Fees and Compensation

In addition to the information provide in Item 4 – Advisory Business, this section provides additional
details regarding our Firm’s services along with descriptions of each service’s fees and compensation
arrangements.

Asset Management Services
Resolve Capital Management provides asset management services defined as giving continuous
investment advice to a client and making investments for the client based on the individual needs of the
client. Through this service, we offer a highly customized and individualized investment program for
clients. A specific asset allocation strategy is crafted to focus on the specific client’s goals and objectives.

We provide our asset management services generally through accounts established under the Fidelity
Institutional Wealth Services platform. Clearing, custody and other brokerage services are provided by
National Financial Services LLC (NFS) and/or Fidelity Brokerage Services LLC (FBS) for accounts
established through the Fidelity Institutional Wealth Services platform. Therefore, clients are strongly
encouraged to establish a brokerage account(s) through NFS or FBS. Separate accounts are maintained
for each client. Each client retains all rights of ownership of their accounts (e. g. right to withdraw
securities or cash, exercise or delegate proxy voting, and receive transaction confirmations). Fidelity
Institutional Wealth Services, NFS and FBS are affiliated companies and referred collectively as Fidelity
throughout this document. We are not an affiliated company of Fidelity. While Resolve Capital
Management generally recommends the use of Fidelity, clients can select a broker/dealer or other
custodian of their own choosing contingent upon the approval of Resolve Capital Management (see Item

Item 7 – Types of Clients

Resolve Capital Management generally provides investment advice to the following types of clients:

       Individuals
       High-Net Worth Individuals
       Pension and profit-sharing plans
       Trusts, estates, or charitable organizations

Resolve Capital Management LLC                                                                     Firm Brochure

       Corporations or business entities other than those listed above

All clients are required to execute an agreement - in order to establish a client arrangement for specified
asset management services with Resolve Capital Management and/or the sponsor of third-party money
manager platforms.

Minimum Investment Amounts Required

       There are no minimum investment amounts or conditions required for establishing an account
        managed by Resolve Capital Management.

       However, all clients are required to execute an agreement for specified asset management
        services prior to commencing any work. Accounts that hold securities, but are not actively
        managed by Resolve Capital Management, are not required to execute this agreement.