Capstone Wealth Management Corp

Item 5 – Fees and Compensation

General Account Characteristics

Described below are general characteristics regarding “other” fees incurred, payment of
fees, and termination of contracts that will affect your account(s). All fees and
compensation will be fully described in the investment advisory agreement entered into
prior to commencement of services.

Fee Schedule

Investment Supervisory Services

The annual fee charged for all advisory services will be a percentage of assets under
management. At the discretion of CWM, fees may be negotiable. Therefore, clients with
similar assets under management and investment objectives may pay significantly
higher or lower fees than other clients. Lower fees for comparable services may also be
available from other sources. The fees will be as follows:

Market Value of Assets                                      Annual Fee

   First $250,000                                               2.25%
   Next $250,000                                                2.00%
   Next $500,000                                                1.75%
   Next $1,000,000                                              1.25%
   Over $2,000,000                                              1.00%

Item 7 – Types of Clients

We offer investment advisory services primarily to individuals, including high net worth
individuals, pension and profit-sharing plans, charitable organizations, and corporations.
The types of clients we service may change over time and from time to time based on
CWM’s growth.

The minimum for starting an account is $50,000; however, we reserve the right to waive
this requirement.