Benson Wealth Management Inc

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 ASSET MANAGEMENT
 BWM offers discretionary direct asset management services to advisory Clients for an
 annual fee of no more than 1.75%. Total fees to Client will never exceed the safe harbor
 threshold of 3% of assets under management per year.
 The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of
 assets, anticipated future earning capacity, anticipated future additional assets, dollar
 amounts of assets to be managed, related accounts, account composition, negotiations with
 Clients, etc.). Fees are billed quarterly in advance based on the amount of assets managed
 as of the close of business on the last business day of the previous quarter. Lower fees for
 comparable services may be available from other sources. Clients may terminate their
 account within five (5) business days of signing the Investment Advisory Agreement with
 no obligation and without penalty. After the initial five (5) business days, the agreement
 may be terminated by BWM with thirty (30) days written notice to Client and by the Client
 at any time with written notice to BWM. For accounts opened or closed mid-billing period,
 fees will be prorated based on the days services are provided during the given period. All

 unpaid earned fees will be due to BWM. Additionally, all unearned fees will be refunded to
 the Client. Client shall be given thirty (30) days prior written notice of any increase in fees.
 Any increase in fees will be acknowledged in writing by both parties before any increase in
 said fees occurs.
Client Payment of Fees
 Fees for asset management services are deducted from a designated Client account to
 facilitate billing or they may pay BWM directly. The Client must consent in advance to
 direct debiting of their investment account.
Additional Client Fees Charged
 Custodians may charge transaction fees other related costs on the purchases or sales of
 mutual funds, equities, bonds, options and exchange-traded funds. Mutual funds, money
 market funds and exchange-traded funds also charge internal management fees, which are
 disclosed in the fund’s prospectus. BWM does not receive any compensation from these
 fees. All of these fees are in addition to the management fee you pay to BWM. For more
 details on the brokerage practices, see Item 12 of this brochure.
Prepayment of Client Fees
 BWM does not require any prepayment of fees of more than $1,200 per Client and six
 months or more in advance.
 Investment management fees are billed quarterly in advance.
 If the Client cancels after five (5) business days, any unearned fees will be refunded to the
 Client, or any unpaid earned fees will be due to BWM.
External Compensation for the Sale of Securities to Clients
 Investment Advisor Representatives of BWM receive external compensation for the sale of
 securities to clients as a registered representative of Infinity Financial Services, a broker-
 dealer and as an independent insurance agents. This represents a conflict of interest
 because it gives an incentive to recommend products based on the commission received. As
 registered representatives or insurance agents, they do not charge advisory fees for the
 services offered through Infinity Financial Services or sole proprietor insurance. This
 conflict is mitigated by disclosures, procedures, and BWM’s fiduciary obligation to place the
 best interest of the Client first and Clients are not required to purchase any products or
 services. Clients have the option to purchase these products through another registered
 representative or insurance agent of their choosing.

Item 7: Types of Clients
Description
 BWM generally provides investment advice to individuals. Client relationships vary in
 scope and length of service.
Account Minimums
 BWM requires a minimum of $500,000 to open an account. In certain instances, the
 minimum account size may be lowered or waived.