Capital View Wealth Management LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of your assets we manage and is
set forth in the following negotiable tiered fee schedules:

Bond Portfolio

Assets Under Management                                  Annual Fee
First $4,999,999                                          0.35%
$5,000,000 to $9,999,999                                  0.25%
Over $10,000,000                                          0.20%

Large Cap or Growth & Income Portfolios

Assets Under Management                                  Annual Fee
First $1,000,000                                          1.50%
$1,000,001 to $4,999,999                                  1.00%
$5,000,000 to $9,999,999                                  0.75%
Over $10,000,000                                          0.60%

Our annual portfolio management fee is billed and payable quarterly in advance based on the value of
your account on the last day of the previous quarter.

If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

We will send you an invoice for the payment of our advisory fee, or we will deduct our fee directly from
your account through the qualified custodian holding your funds and securities. We will deduct our
advisory fee only when you have given our firm written authorization permitting the fees to be paid
directly from your account. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You should
review all statements for accuracy. We will also receive a duplicate copy of your account statements.

You may terminate the portfolio management agreement upon 30-days' written notice to our firm. You
will incur a pro rata charge for services rendered prior to the termination of the portfolio management
agreement, which means you will incur advisory fees only in proportion to the number of days in the
quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you
will receive a prorated refund of those fees.

Advisory Consulting Services
We charge an hourly fee for advisory consulting services. We charge an hourly fee of $250 and billed
on ½-hour increments. Our consulting fee is payable upon completion of the agreed upon consulting
services. The amount of the final fee will depend on the facts and circumstances of your situation and
the complexity of the services requested. An estimate of the total time/cost will be determined at the
start of the advisory relationship. In limited circumstances, the cost/time could potentially exceed the
initial estimate. In such cases, we will notify you and request that you approve the additional fee. You
may terminate the consulting agreement upon written notice to our firm. Refunds are not applicable
since consulting fees are payable in arrears.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by
mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
please refer to the Brokerage Practices section of this brochure.

Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations, and other business entities.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your Account if it falls below a minimum size which, in our sole
opinion, is too small to effectively manage.