Seven Hills Capital Advisors LLC

Item 5 – Fees and Compensation
 We provide asset management and financial planning services for a fee.

 Either party may terminate the relationship with a thirty (30) day written notice. Upon termination of any
 account, any prepaid fees that are in excess of the services performed will be promptly refunded to you.
 Any fees that are due, but have not been paid, will be billed to you and are due immediately.

 Seven Hills Capital Advisors   ADV Part 2A                   March 2026                         Page 5 of 15

Asset Management Program Fee Schedule
Our firm charges an advisory fee that is negotiated and agreed upon with the client at the beginning of
the engagement. The fees will generally range from .50% to 1.25% per annum of the clients’ assets under
management, depending on the client’s needs, investment objectives, and degree of activity and oversight
of the invested assets they require. The specific fee amount is noted in the investment advisory agreement.

Fees are charged quarterly or monthly as elected by the client, in advance. Payments are due and will be
assessed on the beginning of each quarter and based on the average daily balance of the preceding
quarter.

Fees will be calculated, billed and charged quarterly, as follows: shortly after the beginning of each
calendar quarter, the Account will be charged a prorated portion of the annual Management Fees,
calculated by determining the number of days in that quarter divided by 365 or 366. Client may select a
monthly billing frequency by adding the request in writing in Schedule B and initialing and dating the
request. If monthly is requested, then shortly after the beginning of each month the Account will be
charged a prorated portion equal to a fraction of the annual Management Fees, the numerator of which
is the number of days in the month for which the fee is being charged, and the denominator of which is
365 or 366. The quarterly or monthly fee thus determined shall be paid, in advance, based upon the
balance of the Account on the last day of the previous month or quarter.

For new accounts, the initial Management Fee will typically be charged within sixty days after the Account
is funded. If the date of that initial charge falls within the calendar quarter or month after the account was
funded, the initial charge shall consist of the first full quarter or month plus a prorated fee for that portion
of the prior quarter or month after the Account became funded.

Account fees we charge will be deducted directly from your account at the custodian. Seven Hills Capital
will instruct the custodian to deduct the fees from your account at the beginning of the period. This fee
will show up as a deduction on your account statement from the custodian.

In addition to the advisory fee, accounts are assessed transaction charges. These transaction charges
may be higher or lower than transaction charges or commissions that clients may pay at other broker-
dealers. All transactions are subject to postage and handling fees. Equity, ETF, and bond transaction
charges are based on a combination of a flat rate plus a percentage of the aggregate amount of the
trade. These fees are charged by the custodian broker dealer. Our firm does not receive any portion of
these fees.

Financial Planning
Seven Hills Capital Advisors provides a comprehensive financial plan for an hourly fee of $175 or a fixed
fee of $300 - $1250, which may be negotiable depending upon the nature and complexity of the client's
circumstances. A deposit of 50% of the fee is due at the time the agreement is signed. The remainder of
the fee is due upon presentation of an investment plan or the rendering of consulting services. Investment
plans will be presented to you within 180 days of the contract date, provided that all information needed
to prepare the investment plan has been promptly provided to us. We do not accept prepayment of more
than $500 in fees per client, six months or more in advance. Should Client terminate Agreement before
plan is presented, or if Advisor fails to complete and present the plan within 180 days, the 50% deposit
will be refunded in full. The financial planning agreement will terminate once you receive the final plan.
The Financial Planning Agreement will show the fee you will pay.

Seven Hills Capital Advisors   ADV Part 2A                     March 2026                         Page 6 of 15

Third Party Fees
Our fees do not include brokerage commissions, transaction fees, and other related costs and expenses.
You may incur certain charges imposed by custodians, third party investment companies and other third
parties. These include fees charged by managers, custodial fees, deferred sales charges, odd-lot
differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage
accounts and securities transactions. Mutual funds, money market funds and exchange-traded funds
(ETFs) also charge internal management fees, which are disclosed in the fund’s prospectus. These fees
may include, but are not limited to, a management fee, upfront sales charges, and other fund expenses.
We do not receive any compensation from these fees. All of these fees are in addition to the management
fee you pay us. You should review all fees charged to fully understand the total amount of fees you will
pay. Services similar to those offered by us may be available elsewhere for more or less than the amounts
we charge. Our brokerage practices are discussed in more detail under Item 12 – Brokerage Practices.
You could invest in a mutual fund/ exchange-traded funds directly, without our services. In that case, you
would not receive the services provided by us which are designed, among other things, to assist you in
determining which mutual fund or funds are most appropriate to your financial condition and objectives.
Our Advisory Agreement defines what fees are charged and their frequency.

Other Compensation
...

Item 7 – Types of Clients
We provide asset management and financial planning to individuals, families, and trusts. As needed, we
can make recommendations for services from insurance, legal and tax professionals.
We have a $500,000 minimum account opening balance. We reserve the right to accept lower amounts
for special situations.