Strategic Advisory Partners LLC

Item 5 – Fees and Compensation
Please note, unless a Client has received this brochure at least 48 hours prior to signing an investment
advisory and/or a Financial Planning Agreement (collectively, “Client Contract”), the Client Contract
may be terminated by the Client within five (5) business days of signing the Client Contract without
incurring any fees. How we are paid depends on the type of advisory services we perform. Below is a
brief description of our fees, however, you should review your executed Client Contract for more
detailed information regarding the exact fees you will be paying.

Investment Management Services

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 - $500,000                                                1.50%
                   $500,001 - $1,000,000                                            1.25%
                  $1,000,001 - $3,000,000                                           0.95%
                  $3,000,001 - $5,000,000                                           0.75%
                   $5,000,001 and Above                                             0.55%

The annual fees are negotiable and are prorated and paid in advance on a quarterly basis. 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 resulting in a combined weighted fee. For example, an
account valued at $3,000,000 would pay an effective fee of 1.09% with the annual fee of $32,750. The
quarterly fee is determined by the following calculation: ($500,000 x 1.50%) + ($500,000 x 1.25%) +
($2,000,000 x 0.95%)) ÷ 4 = $8,187.50. 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. Our minimum account size requirement is $500,000, which may be waived at the firm’s
discretion. The minimum annual fee for Investment Management Services is $6,000, which may be
negotiated at the firm’s discretion For combined household assets below $250,000, there will be a $4
per account charge each month.

Advisory fees are directly debited from Client accounts held at an unaffiliated third-party custodian, or
the Client may choose to pay by electronic funds transfer, debit/credit card or check. Accounts initiated
or terminated during a calendar quarter will be charged a prorated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 30 calendar
days in advance.

Ongoing Comprehensive Financial Planning

Ongoing Comprehensive Financial Planning consists of an upfront charge of $1,500-$5,000 plus an
annual fee of $1,200 - $9,600, based on complexity and needs of the Client, and may be negotiable in
certain cases. The annual fee will be paid in advance, in equal monthly or quarterly installments, by
electronic funds transfer, debit/credit card or check. This service may be terminated by either party with

30 days’ notice. Upon termination, the fee will be prorated and any unearned fee will be refunded to
the Client.

Limited Scope Financial Planning

    • Project-Based Fixed fees for project-based engagements will range between $500 - $5,000.
      Fees are based on complexity and scope of the project, and may be negotiable in certain
      cases. Half of the fee is due at the beginning of the process and the remainder is due upon
      completion of the work. SAP will not bill an amount above $500 more than 6 months in
      advance. Fees for this service may be paid by electronic funds transfer, debit/credit card or
      check. In the event of early termination, prepaid but unearned fees will be refunded, any
      completed deliverables will be provided to the Client, and no further fees will be charged.

    • Hourly We also provide financial planning services at the rate of $350 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, debit/credit card or check.

Employee Benefit Plan Services

                    Account Value                                       Annual Advisory Fee
                   $0 - $2,000,0000                                           0.55%
                $2,000,001 and Above                                          0.40%

SAP will be compensated for Employee Benefit Plan services according to the value of plan assets not
to exceed 0.55% of total plan assets. This does not include fees to other parties, such as Record
Keepers, Custodians, or Third-Party-Administrators. Fees for this service are either paid directly by the
plan sponsor or ,deducted directly from the plan assets by the Custodian on a quarterly basis, or by
electronic funds transfer, debit/credit card or check.

Other Types of Fees and Expenses

Our fees are inclusive of brokerage commissions, transaction fees, and other related costs and
expenses which may be incurred by the Client. Clients may still incur additional charges imposed by
custodians such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire
transfer, and electronic fund fees. Mutual fund and exchange-traded funds also charge internal
management fees, which are disclosed in a fund's prospectus.

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).

We do not accept compensation for the sale of securities or other investment products including asset-
...

Item 7 – Types of Clients
We provide financial planning and portfolio management services to individuals, high net-worth
individuals, pension and profiting sharing plans, and corporations or other businesses.

Our minimum account size requirement is $500,000, which may be waived at the firm’s discretion.