Stevens Capital Partners Inc

Item 5: Fees and Compensation
Please note, unless a Client has received the firm’s Disclosure Brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the Client within five (5) business
days of signing the contract without incurring any advisory fees. How we are paid depends on the type of advisory

service we are performing. Please review the fee and compensation information below.
Investment Management Services (SCP Manages)

Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:

                 Account Value                                            Annual Advisory Fee
                 $0 – $375,000                                            Flat Fee of $5000
                 $375,000 - and Above                                     1.35%

The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis. There is a minimum annual fee of
$5000, which means SCP manages $300,000 for you or less then you will pay a flat fee. The advisory fee is a blended
fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart
and applying the fee to the account value as of the last day of the previous quarter, resulting in a combined weighted
fee. For example, an account valued at $3,000,000 would pay an effective fee of 1.30% with the annual fee of $39,000.
The quarterly fee is determined by the following calculation: (($2,000,000 x 1.35%) + ($1,000,000 x 1.20%)) ÷ 4 = $9,750
No increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or
amendment to their current advisory agreement.

We calculate period-end account values after all dividends settle in the account. Therefore, the account value used to
calculate advisory fees may differ from that of the custodial account statement. Our billing invoice will indicate the total
account value used to calculate the advisory fee.
Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check. Accounts initiated or
terminated during a calendar quarter will be charged a pro-rated fee based on the amount of time remaining in the
billing period. An account may be terminated with written notice at least 15 calendar days in advance. Upon
termination of the account, any unearned fee will be refunded to the Client.

Use of Third-Party Managers, Outside Managers, or Sub-Advisors (TAMPs)
The standard advisory fee is based on the market value of the account and is calculated as follows:

                 Account Value                                            Annual Advisory Fee
                 $0 - $2,000,000                                          1.35%
                 $2,000,001 - $3,000,000                                  1.20%
                 $3,000,001 - $5,000,000                                  1.00%
                 $5,000,001 - $10,000,000                                 0.80%
                 $10,000,001 - $25,000,000                                0.65%
                 $25,000,001 - $40,000,000                                0.50%
                 $40,000,001 - $75,000,000                                0.40%
                 $75,000,001 and Above                                    0.35%

The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.

When an Outside Manager is used, Stevens Capital Partners will debit the Client’s account for both the Outside
Manager’s fee, and Stevens Capital Partners advisory fee, and will remit the portion of the fee due to Outside managers.
Please note, the above fee schedule does include the Outside Manager’s fee. No increase in the annual fee shall be

effective without agreement from the Client by signing a new agreement or amendment to their current advisory
agreement.

Accounts initiated or terminated during a calendar quarter will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 15 calendar days in advance.
Upon termination of the account, any unearned fee will be refunded to the Client.
Financial Planning Hourly Fee

Hourly Financial Planning engagements are offered at an hourly rate of $500 per hour. The fee may be negotiable in
certain cases and is due at the completion of the engagement. In the event of early termination by the Client, any fees
for the hours already worked will be due. Fees for this service may be paid by electronic funds transfer or check.
Other Types of Fees and Expenses

Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which may
be incurred by the Client. Clients may incur certain charges imposed by custodians, brokers, and other third parties
such as 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 fund and exchange-traded
funds also charge internal management fees, which are disclosed in a fund's prospectus. Such charges, fees, and
commissions are exclusive of and in addition to our fee, and we shall not receive any portion of these commissions,
fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for Client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).

Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals, high net-worth individuals, charitable
organizations, and corporations or other businesses.
We do not have a minimum account size requirement.