Shorehaven Wealth Partners LLC

Item 5 Fees and Compensation
ShoreHaven Wealth Partners offers services on a fee basis, which includes fixed fees, as well as fees
based upon assets under management or advisement. Additionally, certain of the Firm's Supervised
Persons, in their individual capacities, offer securities brokerage services and/or insurance products
under a separate commission-based arrangement.

Financial Planning and Consulting Fees
ShoreHaven Wealth Partners charges a fixed fee for providing financial planning and consulting
services under a stand-alone engagement. These fees are negotiable, but range from $1,000 to
$10,000, depending upon the scope and complexity of the services and the professional rendering the
financial planning and/or the consulting services. If the client engages the Firm for additional
investment advisory services, ShoreHaven Wealth Partners can offset all or a portion of its fees for
those services based upon the amount paid for the financial planning and/or consulting services.

The terms and conditions of the financial planning and/or consulting engagement are set forth in the
Advisory Agreement and ShoreHaven Wealth Partners requires one-half of the fee payable upon
execution of the Advisory Agreement. The outstanding balance is due upon delivery of the financial
plan or completion of the agreed upon services. The Firm does not, however, take receipt of $1,200 or
more in prepaid fees, six or more months in advance of services rendered.

Investment Management Fees
ShoreHaven Wealth Partners offers investment management services for an annual fee based on the
amount of assets under the Firm's management. This management fee varies in accordance with the
following fee schedule:

              PORTFOLIO VALUE                           BASE FEE
                Up to $1,000,000                           1.50%
             $1,000,001-$3,000,000                         1.25%
             $3,000,001-$6,000,000                         1.00%
            $6,000,001-$10,000,000                         0.90%
           $10,000,001 -$25,000,000                        0.75%
               Above $25,000,000                           0.60%

ShoreHaven Wealth Partners' annual fee is billed and payable monthly in arrears, based upon the
market value of the assets being managed by the Firm on the last day of the previous month. If the
portfolio management agreement is executed at any time other than the first day of a calendar month,
ShoreHaven Wealth Partners' fees will apply on a pro rata basis, which means that the management
fee is payable in proportion to the number of days in the month for which you are a client. In the event
the portfolio management agreement is terminated, the fee for the final billing period will be prorated
through the effective date of termination, and the outstanding portion of the fee will be charged. The
Firm's management fee is negotiable, depending on individual client circumstances.

Additionally, for asset management services the Firm provides with respect to certain client holdings
(e.g., held-away assets, accommodation accounts, alternative investments, etc.), ShoreHaven Wealth
Partners can negotiate a fee rate that differs from the range set forth above.

Retirement Plan Consulting Fees

ShoreHaven Wealth Partners charges 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, based on
the scope of the services to be rendered and assets to be advised on and can be negotiated as a fixed
or asset-based fee.

Fee Discretion
ShoreHaven Wealth Partners may, in its sole discretion, negotiate to charge a lesser 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/legacy client
relationship, account retention, pro bono activities, or competitive purposes.

Additional Fees and Expenses
In addition to the advisory fees paid to ShoreHaven Wealth Partners, clients may also incur certain
charges imposed by other third parties, such as broker-dealers, custodians, trust companies, banks
and other financial institutions (collectively "Financial Institutions"). These additional charges include
securities brokerage commissions, transaction fees, custodial fees, reporting charges, fees charged by
the Independent Managers, margin and other borrowing costs, charges imposed directly by a mutual
fund or ETF in a client's account, as disclosed in the fund's prospectus (e.g., fund management fees
and other fund expenses), 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.
The Firm's brokerage practices are described at length in Item 12, below.

Each of the independent manager fees are determined by the particular program(s) and manager(s)
with which a client's assets are invested, and are calculated based upon a percentage of the assets
under management, as applicable. The independent fixed income manager fees generally range from
0 - .90% annually and independent equity manager fees generally range from 0 - 1.50% annually.

Clients will note the total fee reflected on their custodial statement will represent the sum of
ShoreHaven Wealth Partners' investment management fee and Independent Manager fees,
accordingly. Clients should review such statements to determine the total amount of fees associated
with their requisite investments, and should review their investment management agreement with
ShoreHaven Wealth Partners to determine the investment management fee paid to the Firm.

Direct Fee Debit
Clients provide ShoreHaven Wealth Partners and/or certain Independent Managers with the authority
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Item 7 Types of Clients
ShoreHaven Wealth Partners offers services to individuals, trusts, estates, charitable organizations,
corporations and other business entities, retirement plans, and guardianships.