Teamwork Financial Advisors LLC

Item 5 – Fees and Compensation

In addition to the information provided in Item 4 – Advisory Business, this section provides additional
details regarding our firm’s fees and compensation arrangements. It should be noted that lower fees for
comparable service may be available from other investment advisers. The exact fees and other terms will
be outlined in the agreement between you and Teamwork.

Asset Management Services
Advisory Fees - Our investment management fee is based on a percentage of the assets we manage
for you. The specific fee rate applied to your account is outlined in your advisory agreement and reflected
in the fee schedule. The annual investment advisory fee for asset management services is determined by
the individual advisor and client based on their respective fee schedules and subsequently memorialized

 in the client agreement, by both parties.

 The maximum annual fee charged by the firm is 1.2%. We calculate your fee using the average daily
 balance of your account during the month. In simple terms, we look at the value of your account each
 day, average those values, and then apply your annual fee rate proportionately for that month. This
 approach is designed to more fairly reflect how your account was invested over time, especially if your
 account value changes during the month. Fees are billed monthly in arrears, meaning they are calculated
 after the end of each month and then charged to your account.

 Because your fee is based on the value of your account, we have a financial incentive for your account
 value to increase, as higher account values result in higher fees. We address this conflict by managing
 your account in accordance with your investment objectives and risk tolerance, and by applying the same
 fee structure consistently across clients.

 Fee Schedules
 Our current fee schedules reflect the highest fee you will pay in each category:

Household Assets
Fee Table for Teamwork (Except Michael Srulowitz)
 From                      To                                           Advisory Fee
 $0.00                     $250,00.00                                   1.00%
 $250,001.00               $1,000,000.00                                0.95%
 $1,000,001.00             $3,000,000.00                                0.85%
 $3,000,001.00             $5,000,000.00                                0.75%
 $5,000,001.00             $9,999,999.00                                0.60%
 $10,000,000.00            Over                                         Negotiated
*For certain clients utilizing sophisticated strategies, accounts will employ subadvisors who charge an
additional fee. In this case, we currently use ZEGA as a subadvisor. We generally will not utilize ZEGA for
accounts with less than $1,000,000. Although, Teamwork will offer exceptions in certain circumstances. If
we utilize Zega the Total Highest Fee is 1.2%

Household Assets
Accounts Managed separately by Michael Srulowitz – No ZEGA Offering.
 From                      To                                           Total Fee
 $0.00                     $250,00.00                                   1.20%
 $250,001.00               $500,000.00                                  1.10%
 $500,001.00               $1,000,000.00                                1.00%
 $1,000,001.00             $3,000,000.00                                0.90%
 $3,000,001.00             $5,000,000.00                                0.80%
 $5,000,001.00             $9,999,999.00                                0.70%
 $10,000,000.00            Over                                         Negotiated

 For purposes of the above fee calculation, "household" assets under management with Advisor means
 the assets in any Account(s) (excluding Excluded Assets) for Client and Client's spouse, partner, minor
 children and/or disabled adult children.

How Account Values Are Determined - Your advisory fee is based on the value of your account as
determined by your custodian. We rely on the custodian’s pricing of the securities held in your account
when calculating fees. Because we rely on custodian-provided values, we do not independently price
securities. This creates a reliance on the custodian’s valuation process. We address this by using
established custodians that follow standardized pricing procedures and by reviewing account data as part
of our billing process.

How Fees Are Calculated and Reviewed - We use account data and reporting systems, including Orion,
to calculate advisory fees based on the average daily balance of your account during the billing period.
Because this methodology reflects the account value each day during the month, changes in account
value during the month, including market movement, contributions, withdrawals and account activity, are
captured through the system’s calculation.

We remain responsible for the accuracy of the fees charged. Before fees are finalized, they are reviewed
internally to confirm that the correct fee rate has been applied and that the account values used for billing
are consistent with custodian pricing and the client’s advisory agreement.

Pro-Rated Fees for New Accounts and Terminations - If your account is opened or terminated during
a billing period, the advisory fee for that period will reflect only the portion of the month that the account
was active and subject to billing, consistent with the average daily balance methodology described above.

As described in Item 4, in certain client accounts, Teamwork will engage ZEGA Financial, LLC as a sub-
adviser to manage a portion of a client’s account. In such cases, ZEGA receives a separate fee for its
services, which is typically paid from the overall advisory fee charged to the client or, in some cases, as
a separate line-item fee. ZEGA’s fees are generally calculated as a percentage of the assets allocated to
its strategies and may vary by strategy.
...

Item 7 – Types of Clients

Teamwork generally provides investment advice to the following types of clients:

    •   Individuals
    •   High net worth individuals
    •   Pension and profit-sharing plans
    •   Trusts, estates, or charitable organizations
    •   Corporations or business entities other than those listed above

You are required to execute a written agreement with Teamwork specifying the particular advisory services in
order to establish a client arrangement with Teamwork.

Although our firm does not require a minimum account size or fee, certain third-party money managers may
have minimum account size and minimum fee requirements in order to participate in their programs. Each-third
party money manager will disclose its minimum account size and fees in its Form ADV Part 2A Disclosure
Brochure.