Resonant Capital Advisors LLC

Item 5. Fees and Compensation
  Resonant offers services on a fee basis, which includes fixed and/or hourly fees, as well as fees based upon
  assets under management or advisement of the account. These fees are subject to negotiation depending on
  multiple factors, as described in this Item’s “Fee Discretion” paragraph below.

  Financial Planning and Consulting Fees

  Resonant charges a fixed fee for providing financial planning and/or consulting services under a stand-alone
  engagement. These fees are negotiable as described below in this Item’s “Fee Discretion” paragraph but
  typically range from $1,000 to $5,000 on a fixed fee basis, depending upon the scope and complexity of the
  services and the professional rendering the financial planning and/or the consulting services. Clients who
  engage the Firm for Discretionary Investment Management or Non-Discretionary Client Directed
  Investment Advisory services may elect to receive financial planning services at no additional fee. Financial
  planning and consulting services, and any fees paid for those services, are independent from any investment
  advisory services or fees.

  The terms and conditions of the financial planning and/or consulting engagement are set forth in the
  Advisory Agreement and Resonant requires one-half of the fee (estimated hourly or fixed) payable upon
  execution of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan
  or completion of the agreed-upon services. The Firm does not, however, take receipt of $1,200 or more in
  prepaid fees in excess of six months in advance of services rendered.

  Discretionary Investment Management Fees

  Resonant offers discretionary investment management services for an annual fee based on the amount of
  assets under the Firm’s management based on the following fee schedule:

                                PORTFOLIO VALUE                      BASE FEE
                                  Up to $3,000,000                      0.75%
                               $3,000,001 - $5,000,000                  0.65%
                               $5,000,001 - $10,000,000                 0.50%
                                More than $10,000,000                   0.40%

  This fee is subject to negotiation depending on multiple factors, as described below in this Item’s “Fee
  Discretion” paragraph. Discretionary Investment Management clients may elect to receive comprehensive
  financial planning in addition to investment management services at no additional cost.

  The Discretionary Investment Management fees are prorated and charged quarterly, in advance, based upon

Disclosure Brochure

  the aggregate market value of the discretionary assets on the last day of the previous billing period, as
  valued by the Custodian of the assets. Discretionary Investment Management accounts are subject to a
  minimum annual fee of $5,000 (Minimum Management Fee), which may be waived by the Firm at its
  discretion. This Minimum Management Fee may have the effect of making services impractical for certain
  clients.

  Non-Discretionary Advisory Investment Services Fees

  Resonant offers non-discretionary advisory investment services, which include advising on Client-Directed
  Assets and Alternative Investments subscribed to directly by clients, based upon the following fee schedule:

                                PORTFOLIO VALUE                      BASE FEE
                                  Up to $3,000,000                     0.75%
                               $3,000,001 - $5,000,000                 0.65%
                               $5,000,001 - $10,000,000                0.50%
                                More than $10,000,000                  0.40%

  These fees are subject to negotiation depending on multiple factors, as described below in this Item’s “Fee
  Discretion” paragraph. Non-Discretionary Client-Directed Assets clients may elect to receive
  comprehensive financial planning in addition to investment services at no additional cost.

  Client-Directed Assets

  The non-discretionary advisory investment fees for Client-Directed Assets are prorated and charged
  quarterly, in advance, based upon the aggregate market value of the Client-Directed Assets on the last day
  of the previous billing period, as valued by the Custodian of the assets. Client-Directed Asset accounts are
  subject to a minimum annual fee of $5,000 (Minimum Management Fee), which may be waived by the
  Firm at its discretion. This Minimum Management Fee may have the effect of making services impractical
  for certain clients.

  Alternative Investments

  The non-discretionary advisory investment fees for Alternative Investments are charged quarterly, in
  advance, based upon the then available aggregate asset value of the Alternative Investments, as reported
  and provided to Resonant by the private placement sponsor. To calculate these fees, Resonant gathers
  valuation information and transaction history for Alternative Investments at least quarterly, if available,
  from the private placement sponsors with which clients have made investments at their, not Resonant's,
  discretion. Resonant conducts due diligence to understand the private placement sponsors’ valuation
  methodology and confirm the reasonableness of such methodology, but does not perform an independent
  valuation of clients’ Alternative Investment assets.

Disclosure Brochure

  Consolidated Reporting-Only Services Fees

  Resonant offers Consolidated Reporting-Only services for held-away assets designated as such by the client
  for an annual fee of 0.10% of the Consolidated Reporting-Only Assets. This fee is subject to negotiation
  depending on multiple factors, as described below in this Item’s “Fee Discretion” paragraph. This fee is
  prorated and billed on a quarterly basis, in advance, based upon the aggregate market value of the Reporting-
...

Item 7. Types of Clients
  Resonant offers services to individuals, families, institutions, pension and profit-sharing plans, trusts, estates,
  charitable organizations, corporations and business entities.

  Minimum Account Value

  Resonant does not maintain a stated minimum investment value to open an account.

  Minimum Account Fee

  With respect to Discretionary and Non-Discretionary Client-Directed accounts, Resonant imposes a
  standard minimum annual fee of $5,000. This minimum fee may cause clients with smaller portfolios to
  incur an effective fee rate that is higher than the Firm’s stated fee schedule. Resonant may, in its sole
  discretion, elect to waive its minimum fee based upon certain criteria, including anticipated future earning
  capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts,
  account composition, pre-existing/legacy client status, account retention, and pro bono activities.

Disclosure Brochure