Sunesis Advisors LLC

Item 5 – Fees and Compensation
Planning and Coordination
Sunesis will negotiate and charge retainer fees based generally on an estimate of work to
be performed and based on other resources expected to be consumed to meet defined

client deliverables.     These fees will be charged quarterly in advance and will be billed
directly to the client. Upon termination, client will be refunded any unearned fees on a
prorated basis according to the terms of the client agreement.
Fees for planning and coordination are separate from other expenses which may be
incurred by the client including estate planning fees, legal fees, tax preparation fees,
custodial fees, etc. Sunesis may also charge separate hourly fees for administrative
functions, but such rates will be negotiated with the client in advance on a case by case
basis.

Asset Management and Reporting
Sunesis will negotiate and charge fixed retainer fees based on the level work to be
performed or may charge asset based retainer fees based on the level of the work to be
performed and the level of assets under management. Asset based fees will range from
.10% to 1.0% of assets under management annually. The fees will be charged quarterly in
advance based on total assets under management as of the end of the prior quarter (or
based on total assets under management upon inception for new accounts). Partial
quarters will be prorated. The fees, whether fixed or asset based, may be billed directly to
the client or may be deducted directly from the client’s account as agreed upon by both
parties. Upon termination, client will be refunded any unearned fees on a prorated basis
according to the terms of the client agreement.
Fees for asset management and reporting are separate from other expenses which may be
incurred by the client including trading costs, outside management fees, mutual fund
operating expenses, custodial fees, etc.
Sunesis may recommend or select outside investment managers that provide specialized
discretionary management of client portfolios. Outside managers can be retained by
Sunesis under a sub-advisory arrangement or may be retained directly by the client.
Outside manager fees and expenses are generally separate from fees charged by Sunesis,
but are disclosed to clients in advance.
Details about each outside investment manager, including their fees, business practices,
and account minimums, are available in each manager's Form ADV Part 2A Brochure which
is available upon request.

Item 7 – Types of Clients

Sunesis offers services to individuals, families, businesses, trusts, estates and charitable
organizations.

Sunesis requires a minimum relationship of $5,000,000 for portfolio management services
clients; however this may be negotiable under certain circumstances including type of
accounts.