Tenbridge Partners LLC

Item 5 – Fees and Compensation

Investment Management Fees

TenBridge Partners charges annual fees as detailed and agreed upon in the Client Agreement.
Based solely on assets under management, the fees charged to clients will not exceed those
detailed in the following fee schedule:

 Household Assets Under Management       Annual Fee
 $1 - $250,000                           1.50%
 $251,000 - $750,000                     1.25%
 $751,000 - $5,000,000                   1.00%
 $5,000,000 - $10,000,000                0.75%
 $10,000,000 - $15,000,000               0.50%
 $15,000,000 & above                     0.25%

Fees are negotiable based upon the scope of service we provide and the asset size of the
relationship. We also offer flat dollar fee, monthly subscription and hourly fee arrangements for
Financial Planning services.

The agreed upon fee is charged quarterly in advance, based on the value of assets under
management on the last day of the previous quarter. The exact fee and terms of engagement are
set-forth in the separately executed Client Agreement.

Percentage based investment management fees for new accounts are prorated for the initial
calendar quarter and in some cases, depending on timing, the next quarter as well. Fees are
generally paid through the custodian maintaining custody of the account from funds in the
account. The custodian will send a statement no less frequently than quarterly, indicating
amounts disbursed from the account including the amount of advisory fees paid to TenBridge
Partners.

Payment of fees may result in liquidation of securities if sufficient cash in the account is not
available.

Financial Planning Fees

A client can also choose to be charged an hourly rate or a negotiated flat fee for their Advisor’s
time as a Certified Financial Planner ™ Practitioner to prepare a financial plan. The specific
hourly rate or flat fee would be agreed upon by the advisor and client prior to formal engagement
and disclosed in the Financial Planning Agreement. Our baseline hourly rate for financial
planning services is generally $350, billed in 30-minute increments. Our baseline flat fee for
preparation of a formal financial plan is $5,000. In some cases these fees can be lowered and in
some rare cases waived pursuant to the terms of the separately executed Financial Planning
Agreement.

                                   TENBRIDGE PARTNERS, LLC
                                 Form ADV Part 2A – Firm Brochure

When engaging an Advisor through the Financial Planning Agreement at an hourly rate or flat
fee, a deposit equal to 25% of the low-end estimate is due at the time the agreement is signed.
The remaining balance is due in full at the completion of the Financial Planning Agreement
when the Financial Plan Delivery Receipt is signed.

Payment for financial planning fees may be made by check, payable to TenBridge Partners.
Payment can also be made by debit/credit card payment through a secure payment portal.

When pre-payment is made, services will be completed within a six (6) month time frame. If
there is any unearned portion of the advisory fee remaining at the end of the six (6) month period
of engagement, this portion will be refunded to the client.

Both the Client Agreement and/or Financial Planning Agreement can be terminated at any time
by either party through written notice to the other party. If you wish to terminate our services,
you need to contact us in writing and state that you wish to cancel our Agreement. Upon receipt
of your letter of termination, we will reimburse you a pro-rata advisory fee for services not yet
rendered at the point of termination to the end of the given quarter.

Written notice can come either through regular mail channels, electronically by the client, and/or
by calling your advisor. Once such notice is given, we will consider the Client Agreement
terminated, but not until then.

As in any industry, lower fees for comparable services may be available. Please do not hesitate
to ask us for an exact quote, we are always happy to provide one.

TenBridge Partners requires clients to hold securities in an account with a qualified custodian.
As of the date of this disclosure, TenBridge Partners primarily recommends holding assets with
Charles Schwab & Co, Inc.

Custodians can charge brokerage commissions and/or transaction fees for effecting certain
securities transactions. In some cases, in addition to the TenBridge Partners investment
management fee, a client can pay these expenses depending on, but not limited to, the type of
trading engaged in, amount of assets under management, and frequency of trading.

Applicable custodial fees, service charges, and other similar expenses to the client incurred in
connection with transactions are not considered part of the management fee and will be paid
separately from the assets in the client’s account. TenBridge Partners does not derive revenue
from these fees as they are paid directly to the custodian.

Item 7 – Types of Clients

TenBridge Partners provides financial planning, investment supervisory management, financial
advice and counsel to individuals, trusts, estates, pension and profit sharing plans, corporations
and charitable organizations.

TenBridge Partners does not impose a minimum account size.