| Client | Rosalind Tilley (Household H010) |
| Effective date | June 15, 2026 |
| Custodian / Account | Bellhaven Trust Co. · ••• 3515 |
This Investment Advisory Agreement (the "Agreement") is entered into between Alderbrook Wealth Partners ("Adviser," "we," "us") and Rosalind Tilley ("Client," "you"), effective as of the date above.
Adviser will provide continuous discretionary investment management of the assets Client places under management (the "Account"), including portfolio construction, ongoing monitoring, periodic rebalancing, and an annual review consistent with Client's stated objectives and risk tolerance. Adviser acts as a fiduciary and will disclose material conflicts of interest. This Agreement, our Form ADV Part 2A brochure, and Form CRS together describe the relationship.
Fees are billed quarterly in arrears based on the average daily market value of billable assets in the Account for the quarter, per the following standard tiered schedule:
| Portfolio value | Annual rate |
|---|---|
| On the first $1,000,000 | 1.00% |
| On the next $1,000,000 to $3,000,000 | 0.85% |
| On amounts above $3,000,000 | 0.70% |
Exclusions: 529 accounts are non-billable and are excluded from the fee base. Fees are prorated for partial periods. Adviser does not take custody of Client assets; fees are deducted by the qualified custodian upon Adviser's instruction, or invoiced, per Client's election.
Client assets are held by an independent qualified custodian. Client's Account is custodied at Bellhaven Trust Co. (Account ••• 3515). Adviser never holds Client funds or securities.
Client grants Adviser limited discretionary authority to buy, sell, and reallocate securities within the Account without prior approval of each transaction, subject to Client's guidelines. Adviser has no authority to withdraw funds other than agreed advisory fees.
This Agreement continues until terminated by either party on written notice. Client may terminate within five (5) business days of signing without penalty. On termination, unpaid fees are prorated through the termination date.
Client acknowledges receipt of Adviser's Form ADV Part 2A brochure. Client understands investing involves risk, including possible loss of principal, and that past performance does not guarantee future results.