Accurate Wealth Management LLC

ITEM 5 – FEES AND COMPENSATION
COMPENSATION FOR OUR ADVISORY SERVICES
This section provides additional details regarding our Firm’s services along with descriptions of each
service’s fees and compensation arrangements. It should be noted that lower fees for comparable service
may be available from other sources. The exact fees and other terms will be described in the agreement
between you and AWM.
The maximum annual fee charged for asset management will not exceed 2.50%. Fees to be assessed will be
described in the advisory agreement to be signed by the client and our Firm. Fees of Third Party Advisers
will be disclosed as explained below. Except in the case of accounts with performance based fees, annualized
fees are billed quarterly in advance based on the value of the account(s) on the last day of the previous
quarter. Fees for the initial quarter of management shall be prorated. Fees are negotiable and will be
deducted from client account(s).
For those clients whose fees are deducted by us:

   a)     Clients will provide authorization permitting our Firm to be directly paid;
   b)     Our Firm will send an invoice directly to the custodian; and
    c) The client’s independent custodian sends statements at least quarterly showing the
    market values for each security included in the account and all account disbursements,
    including the amount of the advisory fees paid to our Firm.

In the event that our Firm employs the services of Third-Party Advisers in connection with our provision of
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asset management services, the total annual advisory fee due to our Firm for this service shall not exceed
2.50%. Fees due to Third Party Advisers will be paid by us. Our fees noted do not include certain other fees
which may include a platform fee or trade costs.
AWM only uses or recommends Third Party Advisers that have a relationship with AWM and have met the
conditions of our due diligence review. There may be other Third-Party Advisers that may be more or less
costly.

No guarantees can be made that your financial goals or objectives will be achieved. Further, no guarantees
of performance can be offered.
PERFORMANCE-BASED PORTFOLIO MANAGEMENT FEES
Performance-based fees are only charged to "qualified clients" as defined under Rule 205-3 of the
Investment Advisers Act of 1940. A qualified client generally includes a natural person or company that has
at least $1,100,000 in assets under management with Accurate Wealth Management at the time the
advisory contract is entered into, or that the Adviser reasonably believes has a net worth of more than
$2,200,000 at the time the contract is entered into, excluding the value of the client's primary residence.
Clients who do not meet the qualified client standard are not eligible for performance-based fee
arrangements.
The Adviser may receive performance-based fees with respect to certain strategies. The Adviser manages
both accounts that are charged a performance fee and accounts that are not charged a performance fee. The
Adviser may have an incentive to favor accounts that are charged a performance fee; however, the Adviser
believes this does not create a conflict of interest because accounts that are charged a performance fee are
not using the same strategy as those that are not charged a performance fee.
Charging a performance fee may create an incentive for the Adviser to make investments that are riskier or
more speculative than would be the case in the absence of a fee based on the performance of the Account.

The following are the fees applicable where we charge a performance-based fee: An annualized percentage
of the net liquidation value of the portfolio is charged. A 20% performance fee is charged annually in arrears
on a high- water mark basis. The term "high-water mark" means the highest value that an account has
achieved on previous performance fee calculation dates. Performance-based fees are only payable if an
accounts performance exceeds the high-water mark. A high-water mark ensures that if a manager loses
money over a period, they must achieve investment returns above the high-water mark before receiving a
performance-based fee. We share the performance-based fee with the Third Party Adviser.

FINANCIAL PLANNING SERVICES
Our financial planning services are provided on a fixed fee and/or hourly fee basis.
The fixed fees range between $1,000 and $100,000. The fixed fee range varies and depends upon the nature
and complexity of each client’s individual circumstances. Each client’s Financial Planning Agreement shows
what the client will be charged to complete the Scope of Services as defined in the Agreement. The fixed fee
rate is negotiable. Generally, One half of the Financial Planning fee is due before any work on the plan begins,
with the other half due upon presentation of the final plan or as agreed upon with the client.

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The hourly fee for financial planning services is $250, which reflects the level of expertise typically
required for complex planning work. For financial planning services that do not involve complex matters,
or that require a different level of expertise, time, or complexity, Accurate Advisory Group reserves the
right to charge a different hourly rate. Both the applicable hourly rate and an estimate of the total project
fee (estimated hours multiplied by the agreed-to hourly rate) are shown in the executed Financial Planning
Agreement. The hourly rate stated in a client's executed Financial Planning Agreement is not negotiable
once agreed to.

EDUCATIONAL SERVICES

We may provide education on products and services to other investment advisers and their clients for which
we charge the other adviser on a negotiated basis. In the course of our educational services, we provide
referrals to other affiliated or unaffiliated product and service providers, who may compensate our firm for
...

ITEM 7 – TYPES OF CLIENTS
We offer our services to individuals, high net worth individuals, pension and profit sharing plans, charities,
corporations, other business entities and other investment advisers. We do not require a minimum account
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size or place any restrictions on opening an account.