Signature Equity Partners LLC

Item 5 – Fees and Compensation
AB   Our Advisory Fees. A description of the advisory fees we charge for each of our advisory services
     is below.

      FEES FOR VISION2020 WEALTH MANAGEMENT PLATFORM PORTFOLIO
                          MANAGEMENT SERVICES

     Advisory fees in connection with the WMP Programs are as follows:

     Advisor Managed Portfolio Program Fees

     The Advisor Managed Portfolio Program is offered alternatively as either a “Non-Wrap Account”
     or a “Wrap Account”. In both Wrap Account and Non-Wrap Account, you will pay a monthly or
     quarterly “Account Fee.” Account Fees are charged in advance or arrears based upon either the
     market value of the assets held in your account as of the last business day of the billing period or
     the average daily value of your account during the billing period. Account Fees are determined by
     prorating the applicable rate in the annual Account Fee schedule for the number of calendar days
     in each billing period. In the event that additions to, or withdrawals from, your account are made
     in excess of $10,000 during any billing period, the Account Fee will be adjusted on a pro-rata basis.
     Unless otherwise agreed, fees for these services will be deducted directly from your account held
     at the qualified custodian. Our direct fee deduction policies are described below in this Item 5.

     You and your IAR will negotiate the Account Fee schedule to be applied to your account which
     will be set forth in a Statement of Investment Selection executed jointly with Signature and
     Osaic/Vision2020 or a written investment advisory agreement executed with Signature at the
     inception of the relationship. Account Fees typically range between 0.25 – 1.75% of the value of
     your account per year but may vary outside this range based upon the nature and complexity of the

SIGNATURE EQUITY PARTNERS, LLC                            FORM ADV PART 2A – FIRM BROCHURE

     services for which we are engaged and your asset allocation; the requirements of your IAR and
     your relationship with your IAR; the size of your account; whether you have chosen a Wrap
     Account or Non-Wrap Account option; the potential for other business or clients; the amount of
     work anticipated; and the attention needed to manage your account, among other factors. The
     Account Fee schedule will be applied to your account either down the first dollar in your account
     or based on a blend of rates set forth in the Account Fee Schedule negotiated with your IAR. Your
     IAR will also determine the accounts that will be included in the same “household” with yours for
     purposes of calculating the Account Fee.

     If you select a Wrap Account, the Account Fee you pay is inclusive of ticket charges for the
     purchase and sale of securities and certain other expenses as outlined in the investment advisory
     client agreement you will enter with Signature and Vision2020. If you select a Non-Wrap Account,
     the Account Fee you pay is exclusive of ticket charges, custodial fees, and other costs and expenses
     charged by the custodians and broker-dealers utilized to custody your assets and execute
     transactions for your account, which you will separately pay.

     Termination provisions related to the Advisor Managed Portfolio Program are governed by the
     account opening documentation you will complete with the program sponsor, Vision2020.

     Your Advisor Managed Portfolio Program Account fees are comprised of both Administrative Fees
     and Advisory Fees. A discounted Administrative Fee Schedule is available for certain Advisory
     Representatives that meet the qualifications. The discount will be based upon the aggregated total
     of Account Fee billings from all clients your IAR maintains in the Wealth Management Platform.
     The discount ranges can be a partial or full reduction of the Administrative Fee. If your Advisory
     Representative receives a discounted Administrative Fee, your Advisory Representative’s
     compensation will increase or decrease by the amount of the discount received, but your Total
     Account Fee and cost will remain unchanged. You and your IAR should consider these conflicts
     of interest and the overall program fees and expenses when selecting the Advisor Managed
     Portfolio Program over other available services offered by your IAR and Signature.

     For complete fee and termination details, including account fee schedule guidelines and a list of
     charges which are excluded from coverage in Wrap Accounts within the Advisor Managed
     Portfolio Program, please see the Vision2020 Advisor Managed Portfolio Program Brochure and
     the associated account opening documentation you will execute with Vision2020 upon deciding to
     participate in the program. We will provide this separate brochure to you prior to or concurrent
     with your enrollment in Advisor Managed Portfolio Program. Please read it thoroughly before
     investing.
     A copy of the Vision2020 Advisor Managed Portfolio Program brochure is available free of charge
     by visiting https://adviserinfo.sec.gov/firm/brochure/154149.

     Unified Managed Account Program Fees

     The Unified Managed Account Program is offered solely as a Wrap Account. Clients are again
     reminded to consider that depending upon the level of the Account Fee charged, the amount of
     portfolio activity in your account, the value of services that are provided under the Unified
     Managed Account Program, and other factors, the Account Fee you will pay for these services may
     or may not exceed the aggregate cost of such services if they were to be provided separately. While
     there is no precise determinant for an actively traded account, if you are engaging in a small number
     of transactions per year, you should discuss in detail with your IAR if a Wrap Account is
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Item 7 – Types of Clients
We typically provide investment advice to individuals, high net worth individuals, retirement plans (e.g.,
401k, pension, and profit-sharing plans) and their participants, corporations, and other business entities.
Because each client is unique, they must be willing to be involved in the planning and ongoing processes
of our management of their account. Such involvement does not have to be time consuming, however we
want our clients to remain informed and have a sense of security about their investments.

The Advisor Managed Portfolio Program requires a minimum account size of $10,000. The Unified
Managed Account Program requires a minimum account size of $5,500. The foregoing minimums may be
waived for various reasons, including circumstances where the client intends to bring additional assets to
Signature or the client’s account depreciates in value. For further details related to these requirements,
please see the separate written brochures related to each prepared by the WMP Program’s sponsor,
Vision2020.

While we generally do not require any minimum account size to engage our TPMM selection and
monitoring services, certain TPMMs we may recommend to you under this program may have account
opening minimums, account maintenance requirements, and/or minimum fee requirements. These
minimums are outside of our control. Please consult the disclosure brochure of the recommended TPMM
for more information on any account opening or minimum fee requirements.

There is no minimum opening account size or fee in connection with our financial planning and consulting
services, non-discretionary advisory services, or retirement plan consulting services.