Sandbox Financial Partners LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
more written agreements with the Advisor.

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid quarterly in advance of each calendar quarter and at an annual rate ranging fom
0.50% to 1.50%, pursuant to the terms of the investment advisory agreement. Fees are based on several factors
including the scope and complexity of the services to be provided, the level of assets to be managed and the overall
relationship with the Advisor. Investment advisory fees are based on the market value of assets under
management at the end of the prior calendar quarter. The investment advisory fee in the first quarter of service is
prorated from the inception date of the account[s] to the end of the first quarter. Fees may be negotiable at the sole
discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management
                                            Sandbox Financial Partners, LLC
                                    6903 Rockledge Drive, Suite 300, Bethesda, MD 20817
                                        Phone: (301) 214-4190 | Fax: (888) 730-2470
                                                https://www.sandboxfp.com/

with Advisor. All securities held in accounts managed by Sandbox Financial will be independently valued by the
Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing.

The Client may make additions or withdrawals from the account[s] at any time, subject to the Advisor’s right to
terminate an account or the overall relationship. Additions may be in cash or securities provided that the Advisor
reserves the right to liquidate any transferred securities or decline to accept particular securities into a Client’s
account[s]. Clients may withdraw account assets on notice to Sandbox Financial, subject to the usual and
customary securities settlement procedures. However, withdrawals from the Client's account[s] may impede the
Advisor's ability to implement the investment strategy designed for the Client. Clients are advised that when such
securities are liquidated, they may be subject to securities transaction fees, short-term redemption fees, and/or tax
ramifications. An adjustment will be made in the next billing period to reflect the fee difference.

The Advisor’s fee is exclusive of, and in addition to, brokerage fees, transaction fees, and other related costs and
expenses, which may be incurred by the Client. However, the Advisor shall not receive any portion of these
commissions, fees, and costs.

Family Office Light Service
Sandbox typically offers family office services for an annual fixed fee. The fee for family office services is
negotiated based on the nature and complexity of the services to be provided and the overall relationship between
the Client and the Advisor. The family office services fee will be outlined in the family office agreement executed by
the Client.

Use of Independent Managers
As noted in Item 4, the Advisor in certain situations will implement all or a portion of a Client’s investment
portfolio utilizing one or more Independent Managers. To eliminate any conflict of interest, the Advisor does not
earn any compensation from an Independent Manager. The Advisor will only earn its investment advisory fee as
described above. Independent Managers typically do not offer any fee discounts but may have a breakpoint
schedule which will reduce the fee with an increased level of assets placed under management with an
Independent Manager. The terms of such fee arrangements are included in the Independent Manager’s
disclosure brochure and applicable contract[s] with the Independent Manager. The total blended fee, including
the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.

For Clients referred by the Advisor to an Independent Manager, the Client’s fee may be separately billed or
deducted from the Client’s account[s] by the Independent Manager. The Client, prior to entering into an
agreement with an Independent Manager will be provided with the Independent Manager's Form ADV 2A (or a
brochure that makes the appropriate disclosures) disclosing their fee.

Financial Planning Services
Sandbox Financial may include financial planning services as part of the overall investment advisory fee or its
may be offered separately. Project-based engagements may be offered at an hourly rate ranging from $150 to
$300 per hour based on the experience of the Advisory Person rendering services and/or the complexity of the
services provided. Fixed fee projects are based on the expected duration to complete the engagement
deliverable[s] at the Advisor’s hourly rate. Fees may be negotiable based on the nature and complexity of the
services to be provided and the overall relationship with the Advisor. The Advisor may also engage for ongoing
planning services payable in advance of each quarter, based on the Client’s anniversary date. An estimate for total
hours and/or costs will be provided prior to engaging for these services.

Retirement Plan Advisory Services
Retirement plan advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
retirement plan advisory agreement. Fees are generally based on the market value of assets in the Plan at the end
of the prior calendar quarter and charged at an annual rate rate ranging fom 0.25% to 1.00% of Plan assets. Fees
may also be billed at a fixed annual rate.

                                            Sandbox Financial Partners, LLC
                                    6903 Rockledge Drive, Suite 300, Bethesda, MD 20817
...

Item 7 – Types of Clients
Sandbox Financial offers investment advisory services to individuals, families, trusts, estates, charitable
organizations, businesses and retirement plans. Sandbox Financial generally does not impose a minimum size
for establishing a relationship. The amount of each type of Client is available on Sandbox Financial’s Form ADV
Part 1A. These amounts may change over time and are updated at least annually by the Advisor.