Seneschal Advisors LLC

Item 5 Fees and Compensation

Fees are individually negotiated with each            of assets under management per year,
client and depend upon the nature of the              billed in advance quarterly at the beginning
services we are engaged to provide (see               of each calendar quarter based on the value
“Types of Engagements” above).                        of assets managed as of the end of the
                                                      previous quarter. Fixed fees shall be paid in
Limited Scope Consulting Fees                         addition to the AUM fee. Fixed fees shall be
Limited Scope Consulting Fees are quoted              escalated by 3% on an annual basis if the
as a flat fee based on the scope of the               client remains within their current service
services to be provided.                              level. For example, if the fixed fee for the
                                                      client is $15,000 for client’s first year of
Wealth Management Fees                                services, it will be $15,450 for client’s second
Wealth Management Fees are 0.90%                      year of service unless the fixed fee has been
annually of assets under management, in               renegotiated. Fixed fees may be negotiated
addition to any quoted services not                   and determined by household within a
included in this service level.                       family relationship. The combined assets
                                                      under management and fixed fee, exclusive
Comprehensive Wealth                                  of any additional quoted services below,
Management Fees                                       shall never be an amount more than 1.00%
Comprehensive Wealth Management Fees                  of assets under management.
are 0.35% annually of assets under
management, in addition to a fixed fee                Held Away Management Fees
starting at $15,000, as negotiated, and any           When advising individuals on held away
quoted services not included in this service          assets including but not limited to: 401(k),
level.                                                403(b), 401(a), HSA, VEBA, 414(h) and 457(b)
                                                      and (f), we will utilize an unaffiliated
Family Office Services Fees                           platform described in Item 4 above. This
Family Office Services Fees are 0.25%                 platform will directly charge us for use of
annually of assets under management, in               their platform. For the portion of your
addition to a fixed fee starting at $25,000 as        portfolio “held away” on this platform under
negotiated and any quoted services not                our management, we will charge a
included in this service level. Fixed fee             management fee of 1.00% annually, billed in
portions of this fee may be shared and                advance quarterly at the beginning of each
allocated among multi-household families.             calendar quarter based on the value of
                                                      assets managed as of the end of the
Payment of Fees                                       previous quarter. The Adviser shall remit
Fees paid as a percentage of assets under             .30% of such fee to the platform with .70%
management, not including the additional              retained as compensation for Adviser’s
fees quoted that are not included in each             management services.
service level, are calculated as a percentage

   Form ADV Part 2A                         Page 12 of 33                            Rev. 03.2026

As it is impossible to directly debit your                agreement with the firm will determine the
asset-based advisory fees from qualified                  frequency and rate at which fees are paid.
accounts (as defined below in Item 15,
Custody), those fees will be assigned to the              Termination of the Advisory
client’s nonqualified and/or IRA accounts                 Relationship
being managed by Adviser, as determined                   You may terminate your Investment
with Adviser upon engagement of this                      Advisory Services Agreement with us at any
service. If the client does not have a non-               time by written notice without penalty. For
qualified or IRA account under Adviser’s                  Wealth Management, Comprehensive
management, those fees will be billed                     Wealth Management, and Family Office
directly to the client. If there are insufficient         Services engagements, unearned
funds available in another account or if we               investment advisory fees will be refunded to
believe that deducting the fee from another               you as soon as practically possible. For
account would be prohibited by applicable                 Limited Scope Consulting engagements,
law, we will invoice the Client. Adviser                  any unbilled planning fees will be billed to
retains the right to terminate this service by            you, and you will be given a 30-day grace
notice in writing to the Client if the fee for            period to pay them. Since consulting fees
these services remains unpaid by the date                 are billed and paid after services are
of the next billing cycle.                                rendered, refunds generally are not made.

Retirement Plan Service Fees                              Advisory Service Agreements are specifically
Seneschal Family Office provides                          executed by and between you and
Retirement Plan Services to retirement Plan               Seneschal Advisors, LLC DBA Seneschal
Sponsors. The firm charges an annual asset-               Family Office. They may not be assigned to
based fee for discretionary investment                    another party without your and our prior
...

Item 7 Types of Clients

Seneschal Family Office provides                 We generally find it impractical to
personal financial planning and                  manage portfolios valued at less than
investment advice to high-net-worth              $500,000 and generally discourage
individuals and families as well as ERISA-       them unless the account is part of a
qualified retirement plans. We also              larger family/household relationship.
provide investment advice to individual          That stated, all minimum requirements
participants in self-directed retirement         are negotiable, and accounts associated
plans, such as 401(k) plans.                     with other family or household
                                                 relationships may be considered as part
We do not have a minimum account                 of total family assets under
size requirement. However, we generally          management. If an existing account
recommend the following service levels           drops below $500,000, we do not
for particular portfolio amounts:                typically terminate our relationship. We
                                                 may, however, change to a negotiated
 Wealth               $1,000,000 -
                                                 fixed fee.
 Management           $3,000,000
                                                 We may agree to waive our standard fee
 Comprehensive        $3,000,000 -
                                                 requirement and accept portfolios under
 Wealth               $5,000,000
                                                 $500,000 in value. We also waive our
 Management
                                                 standard fee requirement and accept
 Family Office        $5,000,000 -               portfolios less than $500,000 for
 Services             $15,000,000+               employees of Seneschal Family Office
                                                 and their family members.

Form ADV Part 2A                       Page 16 of 33                          Rev. 03.2026