Revolution Partners LLC

Item 5. Fees and Compensation
Revolution Partners offers its services on a fee basis, which may include hourly and/or fixed
fees, as well as fees based upon assets under management or advisement.

Financial Planning Fees
Revolution Partners generally charges either a negotiable hourly and/or fixed fee to provide
clients with stand-alone financial planning services. These fees are largely determined by the
scope and complexity of the agreed upon services and range from $100 to $500 on an
hourly basis; any fixed fee will be determined on an individual basis, based on the size of
a client’s portfolio and the type of services rendered.
The specific terms and fee structure are negotiated in advance and set forth in the
Agreement with Revolution Partners. Generally, Revolution Partners requires one-half of
the financial planning fee payable upon execution of the Agreement and the balance due at
the time the financial plan is delivered, or the underlying services are rendered to completion.
If the client engages Revolution Partners for additional investment advisory services,
Revolution Partners may offset all or a portion of its fees for those services based upon the
amount paid for the financial planning services.
These conditions are included in detail in the Financial Planning Agreement which is signed by
both parties prior to the start of the engagement.

Investment Management Fees
Revolution Partners provides investment management services for an annual fee based on the
amount of assets under the Firm’s management. Fees decrease at specific intervals as asset
levels increase to provide value to the client. To offer clients full advantage of the lower fees
available at higher asset tiers, all accounts in a household including Aggregated Assets are
considered for billing. The Firm will only bill on selected Aggregated Assets which have been
defined in a separate billing schedule. The entire value of all aggregated assets, whether billed
on or not, may benefit the client if the total moves the portfolio value into the next tier of the
fee schedule. The fee is based on the following fee schedule:
Investment Management:

                             Portfolio Value                        Annual Fee
                       On the first $1,000,000                          1.50%
                  Between $1,000,001 and $2,000,000                     1.25%
                  Between $2,000,001 and $5,000,000                     1.00%
                          Above $5,000,000                              0.75%

Revolution Partners may offer a lower fee schedule with a separate fee rate for an account in
certain specific investment strategies and services. Currently, Revolution Partners offers an
Income Strategy and discounts the rate for assets in those accounts to 0.25% annually.
Additionally, the Firm offers a reduced service for maintaining accounts as transferred, for
example large, concentrated equity positions and exceptionally low-cost basis securities. These

Revolution Partners, LLC Disclosure Brochure

accounts are charged 0.25% annually. The Firm reserves the right to create additional fee
schedules consistent with other strategies.
The annual fee is prorated and charged quarterly. In most circumstances, charges are in
advance, based upon the market value of the assets managed by Revolution Partners on the
last day of the previous billing period. However, certain custodians require billing to be done in
arrears. In this case, the fee is based upon the market value of the assets managed by Revolution
Partners on the last day of the billing period.
If assets in excess of $20,000 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 on a pro
rata basis to reflect the change in portfolio value. The activity is analyzed at the end of each
month. If the net activity over that calendar month reaches the threshold, the activity is marked
and included in the adjustment calculation. Deposits are billed within 10 business days of the
subsequent month. Withdrawals are netted out of the subsequent quarter’s calculated fee. In
situations when the account fee for the subsequent quarter is not large enough to cover the
rebate fee, an adjustment for the difference is made and posted back to the account.
For the initial period of an engagement, the fee is calculated on a pro rata basis. If the fee
is calculated in arrears, the charge will be on the last day of the quarter. If charged forward, the
fee will be charged within 10 business days of the subsequent month the account was opened.
In the event the Agreement is terminated, the fee for the final billing period is prorated
through the effective date of the termination. For forward billing, the unearned portion is
refunded. Accounts with arrears billing will have a final bill assessed at the time of termination.
In both methods, a report describing the rebate to the client is provided.

Retirement Plan Consulting Fees
Revolution Partners may charge a 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 and are based on the scope of the services to be rendered. In those situations
where Revolution Partners has agreed to manage a plan’s assets, the Firm may also charge an
annual asset-based fee, to be determined on an individual basis depending upon the amount
of plan assets to be managed and the plan services to be provided. The asset-based fee is
facilitated by the recordkeeper on the plan and will either be charged in arrears based on the
aggregated value of the plan assets on the last day of the quarter or charged forwards based
on the aggregated value of the plan assets on the last day of the previous quarter. Partial
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Item 7. Types of Clients
Revolution Partners provides its services to individuals, pension and profit sharing plans, trusts,
estates, charitable organizations, corporations and other business entities.

Minimum Portfolio Size
As a condition for starting and maintaining an investment management relationship, Revolution
Partners generally imposes a minimum portfolio size of $100,000.
The Firm, in its sole discretion, may accept clients with smaller portfolios based upon certain
criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar
amount of assets to be managed, related accounts, account composition, pre-existing client
relationships, account retention and pro bono activities. Revolution Partners only accepts
clients with less than the minimum portfolio size if, in the sole opinion of the Firm, the
smaller portfolio size will not result in a substantial increase of investment risk beyond
the client’s identified risk tolerance. Revolution Partners may aggregate the portfolios of
family members to meet the minimum portfolio size.
Additionally, certain Independent Managers may impose more restrictive account
requirements and varying billing practices than Revolution Partners. In such instances,
Revolution Partners may alter its corresponding account requirements and/or billing practices
to accommodate those of the Independent Managers.

Minimum Annual Fee
As a condition for starting and maintaining an investment management relationship, Revolution
Partners can impose a minimum annual fee of $1,500.
This minimum fee may have the effect of making Revolution Partners’ services cost
prohibitive for certain clients, particularly those with less than $50,000 in assets under
Revolution Partners’ management. Revolution Partners, in its sole discretion, may waive its
minimum annual fee based upon certain criteria, such as anticipated future earning capacity,
anticipated future additional assets, dollar amount of assets to be managed, related accounts,
account composition, pre-existing client relationships, account retention and pro bono
activities.
Additionally, certain Independent Managers may impose more restrictive account
requirements and varying billing practices than Revolution Partners. In such instances,
Revolution Partners may alter its corresponding account requirements and/or billing practices
to accommodate those of the Independent Managers.

Revolution Partners, LLC Disclosure Brochure