Wealthspring Partners LLC

Item 5 – Fees and Compensation
Clients who elect to receive asset management services through one or more of WealthSpring’s asset
management programs will generally pay WealthSpring and their advisor for those services with an annual asset
management fee based on a percentage of assets under management, including cash and money market
positions. Certain managed account programs have lower maximum annual fee amounts, and fee schedules will
vary among programs. Clients are urged to carefully review and discuss the contents of this Brochure with their
advisor, including descriptions of the various programs and services offered, the fees and charges clients will
pay, how WealthSpring advisors are compensated, and the conflicts of interest that exist between the client,
advisor, and WealthSpring with respect to each program or service offered, to determine the most appropriate
programs or services for your specific needs.

All WealthSpring asset management fees are negotiable. WealthSpring may waive a particular fee, whether on
an ongoing or a one-time basis, at its sole discretion.

Pathway Planning and Portfolio Management

Our standard annual fee schedule for WealthSpring’s Pathway Planning and Portfolio Management program is
as follows:

    Amount                                                 Rate
    For the first $1,000,000                               1.00%
    For the next $4,000,000                                0.75%
    For the next $5,000,000                                0.50%
    For amounts over $10,000,000                           0.25%

This fee schedule is tiered, meaning that different portions of your account balance are charged at different
rates. A tiered schedule looks at the account value and compares it to a set fee schedule, which is agreed upon
by WealthSpring and the client at the time of account opening. Based upon the value of the account at the end
of the billing period, the fee schedule identifies specific portions of the account value to be charged at different
fee rates. The total value of the account is compared against this schedule and based on the account size; the
different fee rates are blended to determine the total account fee for that period. For example, if your account
value is $2,000,000, the first $1,000,000 would be charged at 1.00%, and the remaining $1,000,000 would be
charged at 0.75%.

WealthSpring reserves the right to charge a minimum fee of $5,000 annually for the Pathway program.

The actual fees charged for the Pathway program may be subject to negotiation. The negotiated fee may be
higher or lower than the standard fee schedule based on various factors, including but not limited to changes
in account balances (such as additions, distributions, and market fluctuations). Any negotiated fee will be
mutually agreed upon in writing and will supersede the standard annual fee schedule to the extent specified.

Commonwealth Program Fees
In most cases, WealthSpring uses a tiered fee schedule for Commonwealth’s programs. The maximum fee will
not exceed 2.25%.
Wealth Management Consulting Services
WealthSpring’s fee for providing Financial Planning services through Commonwealth’s Wealth Management
Consulting Program is dependent on a variety of factors, including but not limited to the number of financial
goals addressed, the complexity of a client’s financial situation, net worth, investment portfolio, number of
accounts, employee benefits and executive compensation plans, business ownership interests, and tax/estate
considerations.

When WealthSpring provides financial planning services for a client, services are generally provided on an
ongoing basis and billed monthly in arrears. In limited cases, we also engage clients for financial planning services
for a fixed, one-time fee payable in advance or in arrears.

Our standard fee schedule for financial planning services through Commonwealth’s Wealth Management
Consulting Program is as follows:

        Financial Planning Services Provided                            Monthly Fee
            Retirement Income Planning                                   $400 - $600
         Comprehensive Financial Planning                                $600 - $750
            Advanced Financial Planning                Customized quote up to $1,500 maximum monthly

Financial Planning services fees are negotiable and may be waived at WealthSpring’s sole discretion based on
several factors, including but not limited to existing client/family relationships, current and/or potential client
investments managed through WealthSpring’s various Asset Management programs, and the amount of
ongoing service WealthSpring believes the client will require.

In relation to clients’ participation in Commonwealth’s programs offered by WealthSpring (PPS Custom, PPS
Select, Wealth Management Consulting, Participant Plan Consulting and Retirement Plan Consulting), the
maximum management fee, as well as applicable transaction charges, program fees, administrative charges,
and miscellaneous account fees and charges, are described in the appropriate advisory agreements and
Commonwealth’s ADV Part 2A Brochure located at https://www.commonwealth.com/for-clients in the For
Clients section on the right side of the page. WealthSpring may choose to cover some or all of these fees at their
sole discretion.
Managed Account Fee Collection Process
WealthSpring, through the account custodian, will typically debit the account management fee from the account
automatically. The account management fee will be payable first from free credit balances, money market funds,
or cash equivalents, if any, and second from the liquidation of a portion of the client’s securities holdings,
pursuant to the discretionary authority granted by the client to WealthSpring, and the advisor.
The initial quarterly fee will be prorated based on the number of billing days in the initial quarter. Fees are based
on account value and account type.
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Item 7 – Types of Clients
WealthSpring generally provides advisory services to the following types of clients:

       •   Individuals (other than high net worth individuals)
       •   High net worth individuals
       •   Pension and profit-sharing plans
       •   Charitable organizations
       •   State or municipal government entities
       •   Corporations or other businesses not listed above

WealthSpring does not have an asset management minimum. However, we may in some circumstances require
that a client engage in financial planning services as a condition of working together. This may be required even
if the client intends on also using WealthSpring’s asset management services either now or in the future.