BXM Wealth LLC

Item 5: Fees and Compensation

Portfolio Management Fees

        Total Assets Under Management               Annual Fees
        $0 - $500,000                               0.90%

        $500,001 - $1,000,000                       0.80%

        $1,000,001 - $2,000,000                     0.75%

        $2,000,001 - $5,000,000                     0.70%

        $5,000,001 - AND UP                         0.40%

BXM Wealth charges quarterly in arrears based on an average of the daily balance in the
client's account, after taking into account deposits and withdrawals, for purposes of
determining the market value of the assets upon which the advisory fee is based.

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a

       full refund of BXM Wealth's fees within five business days of signing the Investment
       Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
       immediately upon written notice.

       BXM Wealth collects its fees in arrears. It does not collect fees in advance. For contracts
       terminated mid-quarter, clients will be responsible for paying the prorated advisory fee
       (earned but unpaid), which will be equal to the daily rate* times the number of days in
       the quarter up to and including the effective date of termination. (*The daily rate is
       calculated by dividing the annual asset-based fee by 365.)

       Financial planning is complementary to all portfolio service clients and there is no
       additional fee for this service.

       Payment of Other Fees and Expenses

       Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
       brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
       distinct from the fees and expenses charged by BXM Wealth. Please see Item 12 of this
       brochure regarding broker-dealer/custodian.

       Neither BXM Wealth nor its supervised persons accept any compensation for the sale of
       securities or other investment products, including asset-based sales charges or service fees
       from the sale of mutual funds.

Item 7: Types of Clients

BXM Wealth generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals

There is no account minimum for any of BXM Wealth’s services.