Comprehensive Wealth Solutions LLC

Item 5 Fees and Compensation
Please refer to the Advisory Business section in this Brochure for information on our advisory fees, fee
deduction arrangements, and refund policy according to each service we offer.

As mentioned above, we offer clients the option of obtaining cash management solutions through
Flourish Cash. We will apply .20% annually on the cash balance held at Flourish. This fee is in addition
to any other management fee you pay us.

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.

Compensation for the Sale of Investment Products
Persons providing investment advice on behalf of our firm are licensed as independent insurance
agents. These persons will earn commission-based compensation for selling insurance products,
including insurance products they sell to you. Insurance commissions earned by these persons are
separate and in addition to our advisory fees. This practice presents a conflict of interest because
persons providing investment advice on behalf of our firm who are insurance agents have an incentive
to recommend insurance products to you for the purpose of generating commissions rather than solely
based on your needs. However, you are under no obligation, contractually or otherwise, to purchase
insurance products through any person affiliated with our firm.

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.

We do not impose a minimum portfolio size or minimum annual fee. However, certain TPAs (third party
advisors) may, however, impose more restrictive account requirements and varying billing practices. In
such instances, we may alter our corresponding account requirements and/or billing practices to
accommodate those of the TPA.