SCS Financial Partners LLC

Item 5. Fees and Compensation

Wealth Management Clients
Asset Based Fees. SCS Partners charges a fee to its clients based on a percentage of assets under
management. This fee is intended to compensate SCS Partners for designing the overall wealth
management plan for the client, including asset allocation, investment manager selection and
monitoring, direct investment management of a portion of the client’s assets, as well as to
compensate SCS Partners for broader wealth management services which are provided by SCS
Partners. SCS Partners’ fee schedule is generally as follows:

               Assets Under Management                        Annual Rate
               First $25 million                              0.75%
               $25 million to $50 million                     0.50%
               $50 million to $100 million                    0.45%
               $100 million to $250 million                   0.40%
               Greater than $250 million                      0.35%
All family relationships are aggregated to determine the blended fee rate. Fees are payable
quarterly in advance on the first day of each calendar quarter based on the market value of assets
under management on the last day of the preceding month, unless an alternate arrangement is
mutually agreed upon. The fees are debited from the client's custodial account by SCS Partners, as
authorized by the client, unless otherwise specified in the investment advisory agreement. In the
event an advisory relationship is terminated prior to the end of a quarter, SCS Partners’
compensation would be pro-rated to the date of termination and any unearned portion reimbursed.
The client and SCS Partners may each terminate the advisory relationship upon 30 days written
notice to the other. SCS Partners charges a minimum annual fee of $150,000. Under certain
circumstances, the minimum fee may be waived. SCS Partners, in its discretion, may negotiate
asset-based fees but such fees will generally fall within the above range.
SCS Partners pays a portion of the client fees it earns to SCS Capital Management LLC, to
compensate it for investment advisory and operational support services provided to SCS Partners.

External Investment Manager Fees. Fees charged by the external investment managers selected by
SCS Partners to manage portions of the client’s assets are separate from and in addition to SCS
Partners' asset based fees described above. These fees are set out in each investment manager’s
investment advisory agreement or, in the case of mutual funds or private funds in the prospectus
or offering memorandum. SCS Partners is responsible for monitoring each relationship and
reviewing the fees charged.

Additional Expenses Incurred by Clients. In addition to asset based advisory fees, clients will incur
charges for custody services, brokerage, and other transaction costs associated with the buying and
selling of securities within their accounts. See Item 12 in this Brochure regarding Brokerage
Practices.

Item 7. Types of Clients
As described under “Advisory Business” above, the types of clients to whom SCS Partners
generally provides investment management services include high net worth individuals and related
entities, including family trusts and foundations, corporations and business entities.
SCS Partners generally requires its clients to have a minimum of $25 million of assets under
management and/or be subject to a minimum relationship fee level. Under certain circumstances,
the minimum account size and/or relationship fee may be waived.