Bice Wealth Management LLC

Item 5.       Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided
by the Adviser. Each Client shall sign one or more agreements that detail the responsibilities of BWM
and the Client.

A. Fees for Advisory Services

Investment Management Services
Investment advisory fees are paid quarterly, in advance or arrears of each calendar quarter, pursuant
to the terms of the investment advisory agreement. Investment advisory fees are based on the market
value of assets under management at the end of the quarter.

Investment advisory fees are based off the annual rate ranging from 0.75% to 1.75%. Clients with more
than $5,000,000 in assets under management may have fees that are negotiable at the sole discretion
of the Adviser.

                              Investment Advisory Fee Schedule
           Assets Under Management                         BWM Base Fee
                Up to $1,000,000                               1.75%
            $1,000,001 to $3,000,000                           1.50%
            $3,000,001 to $5,000,000                           1.25%
           $5,000,001 to $10,000,000                           1.00%
            $10,000,000 and greater                            0.75%

The investment advisory fee in the first quarter of service is prorated to the inception date of the
account(s) to the end of the first quarter. Fees may be negotiable at the sole discretion of the Adviser.
The Client’s fees will take into consideration the aggregate assets under management with Adviser.
The designated Custodian will independently value all securities held in accounts managed by BWM.
BWM will not have the authority or responsibility to value portfolio securities.

In addition, the Adviser will provide the Client a report itemizing the fee, including the calculation period
covered by the fee, the account value and the methodology used to calculate the fee. It is the
responsibility of the Client to verify the accuracy of these fees as listed on the custodian’s brokerage
                                             Bice Wealth Management LLC | 1000 Brickell Ave., Suite #500, Miami, FL 33131 | 786-266-4597
                                                                                   Form ADV Part 2A Disclosure Brochure | Page 6 of 18

statement as the Custodian does not assume this responsibility. Clients provide written authorization
permitting BWM to be paid directly from their accounts held by the Custodian as part of the investment
advisory agreement and separate account forms provided by the Custodian.

Consulting Services
BWM offers consulting services on an hourly basis ranging up to $500 per hour or on a fixed fee basis.
Fixed fee relationships are based on the number of hours to complete an engagement at the negotiated
hourly rate. An estimate for total hours and/or will be provided to the Client to enable them to determine
prior to establishing the advisory relationship. Consulting fees may be negotiable depending on the
nature and complexity of each Client’s circumstance

B. Fee Billing

Investment Management Services
Investment advisory fees will be calculated by the Adviser or its delegate and deducted from the Client’s
account[s] at the Custodian. The billing method will be determined by the investment advisory
agreement executed by the Client. When fees are deducted from the Custodian, the Adviser (or its
delegate) shall provide the Custodian with the amount of the fees to be deducted from the Client’s
account[s] for the respective period end date. The amount due is calculated by applying the monthly or
quarterly rate to the total assets under management with BWM at the respective period end. Clients
will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the
investment advisory fee.

In addition, the Adviser will provide the Client a report itemizing the fee, including the calculation period
covered by the fee, the account value and the methodology used to calculate the fee. It is the
responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage
statement as the Custodian does not assume this responsibility. Clients provide written authorization
permitting BWM to be paid directly from their accounts held by the Custodian as part of the investment
advisory agreement and separate account forms provided by the Custodian.

Unless otherwise instructed by you, we will combine the value of related accounts fee
calculation/payment purposes to assist you in meeting fee breakpoints and therefore potentially
lowering the overall fee. BWM extends this option to accounts residing in the same household and
certain members of the same family. For example, we combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts.

C. Other Fees and Expenses

Clients may incur certain fees or charges imposed by third parties, other than BWM, in connection with
investment made on behalf of the Client’s account[s]. The Client is responsible for all custodial and
securities execution fees and other brokerage fees charged by the Custodian. The Investment Advisory
Fee charged by BWM is separate and distinct from these custodian and execution fees.

Please refer to Item 12 – Brokerage Practices for additional information on brokerage practices.

D. Advance Payment of Fees and Termination

Investment Management Services
BWM is compensated for its investment management services either in advance of the quarter or at
the end of the quarter after investment advisory services are rendered. Either party may request to
                                             Bice Wealth Management LLC | 1000 Brickell Ave., Suite #500, Miami, FL 33131 | 786-266-4597
                                                                                   Form ADV Part 2A Disclosure Brochure | Page 7 of 18
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Item 7.       Types of Clients
BWM offers investment advisory services to high net worth individuals, corporations, institutions or
other entities in Florida and other states, though most of BWM's clients are non-U.S. residents with a
concentration of Latin American clients. The relative percentage each type of Client is available on
BWM's Form ADV Part 1. These percentages will change over time. BWM generally does not impose
a minimum account size for establishing a relationship.