Clarity Wealth Management LLC

Item 5: Fees and Compensation
            A. Fee Schedule
   Portfolio Management Fees (annual rate, tiered on total assets under management)
   • $0 – $99,999: 2.00%
   • $100,000 – $249,999: 1.75%
   • $250,000 – $499,999: 1.50%
   • $500,000 – $999,999: 1.25%
   • $1,000,000 – $2,499,999: 1.10%
   • $2,500,000 and above: 1.00%

Fees are calculated based on the value of assets on the last business day of the prior billing period and are generally negotiable.
The final fee schedule is attached as Exhibit II to the Investment Advisory Contract.

Financial Planning Fees
    • Fixed fees: Negotiated between $150 and $15,000.
    • Hourly fees: Negotiated between $150 and $250 per hour.
These fees are also negotiable.

             B. Payment of Fees
                Portfolio management fees are paid quarterly in advance and may be deducted directly from client accounts
                (with authorization) or invoiced. Financial planning fees are paid in arrears upon completion via check or wire.

                  Clients may terminate the advisory agreement without penalty within five business days of signing. Thereafter,
                  termination is generally effective upon 3 days’ written notice. Refunds for prepaid asset-based fees are
                  calculated pro-rata (daily rate method).

             C. Client Responsibility for Third Party Fees
             Clients are responsible for third-party fees (custodian fees, brokerage commissions, mutual fund expenses, etc.)
             except in the SWM II program where CWML covers certain third-party fees. These are separate from CWML’s
             advisory fees.

             D. Prepayment of Fees
             We collect certain fees in advance and others in arrears. Refunds for prepaid fees are processed within fourteen
             days.

             E. Outside Compensation for the Sale of Securities to Clients
             Richard Monnett Everhart Jr., Howard Robard Dal Monte, and Rachelle L. Dal Monte are registered representatives
             of LPL Financial, LLC. Richard and Howard are also independent licensed insurance agents. In these capacities,
             they may accept compensation for the sale of securities or insurance products to CWML clients. This creates a
             conflict of interest because it gives an incentive to recommend products based on compensation rather than solely on
             the client’s needs.

             We address this conflict by: (1) documenting the conflict in the client file and informing the client; (2) always acting
             in the client’s best interest; and (3) informing clients that they are not required to purchase recommended products
             through us or our affiliates. Advisory fees are not reduced to offset any commissions received. Commissions are not
             our primary source of compensation for advisory services.

Item 7: Types of Clients
             CWML generally provides advisory services to:
             • Individuals
             • High-Net-Worth Individuals
             • Employer retirement plans (such as 401(k) plans)

               There is no minimum account size.