Storen Legacy Partners LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Portfolio Management Services:

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The maximum annual fee charged for this service will not exceed 2.50%. Fees to be assessed will
be outlined in the advisory agreement to be signed by the Client. Annualized fees are billed on a
pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the
previous quarter. There can be immaterial differences between the quarter end market value
reflected on your custodial statement and the valuation as of the last business day of the calendar
quarter used for billing purposes, given timing and account activity. Fees will be deducted from
client account(s). Adjustments will be made for deposits and withdrawals during the quarter that
are more than $100,000. Our firm can offer direct invoicing in rare cases. If the advisory
agreement is executed at any time other than the first day of the calendar quarter, our fees will
apply on a pro-rata basis, which means that the advisory fee is payable in proportion to the number
of days in the quarter for which the individual is our Client. Our advisory fee is negotiable,
depending on individual Client circumstances and account type.

At our discretion, we may combine the account values of family members living in the same
household to determine the applicable advisory fee. For example, we may combine account
values for Client and Client’s minor children, joint accounts with Client’s spouse, and other types
of related accounts. Combining account values may increase the asset total, which may result in
your paying a reduced advisory fee. Our firm will deduct our fee directly from your account
through the qualified custodian holding your funds and securities. Our firm will deduct our advisory
fee only when you have given our firm written authorization permitting the fees to be paid directly
from your account. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You
should review all statements for accuracy.

Financial Planning and Consulting Services:
Our firm charges on a flat fee basis for financial planning and consulting services. The total
estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
engagement with the client. Flat fees range from $1,000 to $10,000. The fee-paying arrangements
will be determined on a case-by-case basis and will be detailed in the signed consulting
agreement. Our firm will not require a retainer exceeding $1,200 when services cannot be
rendered within 6 months.

Retirement Plan Consulting:
Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the
percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee
charged, is based on the scope and complexity of our engagement with the client. Our flat fees
range from $750 to $25,000. Fees based on a percentage of managed Plan assets will not exceed
1.00%. The fee-paying arrangements will be determined on a case-by-case basis and will be
detailed in the signed consulting agreement.

Assets Held Away From Our Firm:
For assets held at a custodian that is not directly accessible by our firm ("Held Away Accounts"),
we may, but are not required to, manage these Held Away Accounts using the Pontera Order
Management System ("Pontera") that allows our firm to view and manage assets. Our annual fee
for investment management services for held away accounts will follow our Portfolio Management
fee schedule and termination instructions as noted in the Investment Management Agreement.
Our advisory fees will not be deducted directly from the accounts managed through the Pontera
Order Management System. Clients will give written authorization to deduct the fee from another

ADV Part 2A – Firm Brochure                  Page 8                            Storen Legacy Partners, LLC

nonqualified account managed by our firm, in which case, the advisory fee would be deducted
from this account each quarter. Fees will be based upon your negotiated fee in accordance to
our portfolio management fee schedule and your Agreement. The client does not pay an additional
fee for Pontera. Further, the qualified custodian will deliver an account statement to you at least
quarterly. These account statements will show all disbursements from your account. You should
review all statements and invoices for accuracy. Our firm pays 0.25% from our advisory fee to
Pontera. Due to the use of Pontera, you will not pay our firm a higher advisory fee other than what
is listed in the Agreement.

In rare cases, our firm will agree to directly invoice the client. As part of this process, Clients
understand the following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including
       the amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms.
       Our firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
       information provided in our statement with those from the qualified custodian will be
       included.

Dynasty Network:
As discussed above in Item 4, we use Dynasty's TAMP services. While the Dynasty Program Fee
is included in the annual investment management fee, the Third-Party Manager related charges
are not included in the investment management fee you pay to us. Clients will be charged,
separate from and in addition to their investment management fee, any applicable Third-Party
...

Item 7: Types of Clients & Account Requirements

Client Types:

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Our firm has the following Client types: Individuals and High Net Worth Individuals; Trusts, Estates
or Charitable Organizations; Pension, Retirement Plans, and Profit Sharing Plans; Corporations,
Limited Liability Companies and/or Other Business Types.

Account Requirements:
In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your account if it falls below a minimum size which, in our
sole opinion, is too small to manage effectively.