Sykon Capital LLC

ITEM 5 - FEES AND COMPENSATION
In addition to the information provided in Item 4 – Advisory Business, this section details our Firm’s services and each service’s
fees and compensation arrangement. The Client and SYKON Capital LLC’s Investment Advisory Agreement will outline and
agree upon the exact costs and other terms related to the Client’s Accounts.

INVESTMENT MANAGEMENT FEE
Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our
maximum annual fee is 1.60% and we do not impose a minimum account size
Our annual fee is reasonable in relation to (1) the services provided and (2) the fees charged by other investment advisers
offering similar services/programs.
Our annual fee is prorated and charged monthly in advance based on the value of the Client’s assets under management as
of the close of business on the last business day of the previous month. Cash and cash equivalents, including money market
funds, are subject to the agreed-upon advisory fee. Clients should understand that the advisory fees charged on these balances
may exceed the returns provided by cash, cash equivalents, or money market funds, especially in low-interest rate
environments.
For financial planning and consulting flat fee clients only, in addition to the fee outlined in the client investment advisory
agreement, an inflation adjustment of 4% will be added each year, beginning on the anniversary date of the signed client
agreement of the following year from when the client commences the advisory relationship with the Firm. The Firm retains the
right to change, rescind, or alter the inflation adjustment amount on a client-by-client basis, and Clients should refer to their
investment advisory agreement for more details.
Our Firm retains complete discretion to negotiate fees and may waive or impose different fees on any Client. The investment
advisory fees will be deducted from your account and paid directly to our Firm by the qualified Custodian(s) of your account.
The Client will authorize your account's qualified Custodian(s) to deduct fees from the account and pay such fees directly to
our Firm. All account assets, transactions, and advisory fees will be shown on the monthly or quarterly statements provided by
the Custodian. You should review your account statements received from the qualified Custodian(s) and verify that
appropriate investment advisory fees are being deducted. The qualified Custodian(s) will not verify the accuracy of the
investment advisory fees deducted. We may aggregate related Client accounts to calculate the advisory fee applicable to
the Client. The investment management agreement will outline the fee charged to a Client and any breakpoints based on the
level of assets managed. The fees are subject to change with prior written notice to the Client.
Our annual investment advisory fee may be higher than that of other investment advisers that offer similar services and
programs. In addition to our compensation, you may incur charges imposed at the fund level (e.g., advisory fees and other
fund expenses).
Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the days the Client account
was open during that quarter. Any prepaid, unearned fees will be refunded upon termination of any account.

          LEGACY MANAGEMENT FEE
          Managed legacy positions are included within our Firm’s standard investment management fee and are outlined in
          the executed investment management agreement.

FINANCIAL PLANNING FEE
Our Firm provides financial planning services under a fixed fee arrangement. This arrangement charges a mutually agreed-
upon fee for financial planning services.
Fees charged for our financial planning services are negotiable based upon the type of Client, the services requested, the
investment adviser representative providing advice, the complexity of the Client's situation, the composition of the Client's
account, other advisory services provided, and the relationship of the Client and the investment adviser representative. For
planning and consulting flat fee arrangements only, an inflation adjustment of 4% will be added to the agreed-upon fee each
year, beginning on the anniversary date of the signed client agreement of the following year from when the client commences
the advisory relationship with the Firm. We retain the right to change, rescind, or alter the inflation adjustment amount on a
client-by-client basis.
The amount of the fee for your engagement is specified in your financial planning agreement with us. At our sole discretion,
the Client may be required to pay the fee at the time the agreement is executed with our Firm; however, our Firm does not

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require or solicit prepayment of more than $1,200 in fees per Client, six months or more in advance. The fee is considered
earned upon delivery of the financial plan, and any unpaid amount is immediately due.
The Client may pay the fees owed for the financial planning services by submitting payment directly via AdvicePay, or by
deducting the fee from an existing investment account. If the Client elects to pay by automatic deduction from an existing
investment account, they will provide written authorization to our Firm for such a charge.
If the Client terminates the financial planning services after entering into an agreement with our Firm, the Client will be invoiced
and responsible for immediate payment of any hourly financial planning services performed by us before receiving notice of
termination. For financial planning services, our Firm performs under a fixed or hourly fee arrangement; the Client will be
responsible for paying a pro-rated fixed fee equivalent to the percentage of work that our Firm completed. If there is a
remaining balance of any fees paid in advance after deducting fees from the final invoice, those remaining proceeds will be
...

ITEM 7 - TYPES OF CLIENTS
SYKON Capital provides asset management, financial consulting, ERISA plan advisory & consulting, and investment advisory
consultation. Our services are provided on a discretionary or non-discretionary basis to a variety of clients, such as
institutional investors, individuals, high-net-worth individuals, trusts and estates, qualified purchasers, and individual
participants of retirement plans. In addition, we may also provide advisory services to entities such as pension and profit-
sharing plans, businesses, and other investment advisers

The Firm does not impose a stated minimum annual fee or minimum portfolio value for starting and maintaining an investment
management relationship.
Our approach to householding considers the overall family dynamic and relationship. Additionally, if applicable, and as noted
in Appendix B of the Investment Management Agreement, legacy positions may be excluded from the fee calculation.
Clients must execute a written agreement with our Firm specifying the advisory services to establish a Client arrangement with
us.

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