Corinthian Wealth Management Inc

Item 5: Fees and Compensation
     A. Fee Schedule and Billing
  Investment Supervisory Services Fees
  Fees are negotiable and range from 0% annual fee up to a maximum annual fee of 1.5%, depending upon
  the needs of the client, complexity of the proposed investment strategy, and overall situation. At no time will
  a client be charged a total management fee over the 3% industry average. The final fee schedule is found in
  Exhibit II of the Investment Advisory Agreements. Our account minimum is $150,000. Lower fees for
  comparable services may be available from other sources.
  Fees are paid either monthly or quarterly in advance. Client may terminate the Agreement within five (5)
  business days of signing this Agreement, without penalty, and with full refund.
  If fees are charged in advance after five days, fees will be charged based on the value of the account on the
  last business day of the prior month or quarter, respectively. Clients may terminate their contracts at any
  time with ten (10) days written notice. If client terminates their contract, client will be charged to the last
  business day prior to termination and reimbursed for any business days remaining in the month or quarter
  billed in advance.
  Advisory fees are withdrawn by the custodian directly from the client’s accounts with client written
  authorization. Each time a fee is directly deducted from a client account, the investment advisor will
  concurrently send the qualified custodian an electronic file of the amount of the fee to be deducted from
  the client’s account and send the client an invoice itemizing the fee. Our annual fees for investment advisory
  services are paid quarterly in advance, based upon the market value of the total account value on the last
  business day of the previous quarter multiplied by the agreed rate, and then multiplied by (number of days
  in the quarter divided by number of days in the year).

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  The investment management agreement will continue in effect until terminated by either party by giving to
  the other ten (10) business days written/verbal notice.
  Financial Planning Fees
  Planning fees may be billed separately or included as part of the advisory fees and are assessed monthly,
  quarterly, semi-annually or annually, paid in advance, as per the client agreement, and particularly to the
  services offered by the IAR. Fees can be paid by check or with credit card. The fee is either paid fully with
  signed agreement, or a percentage is paid with agreement with the balance due upon completion and that
  services will be delivered within six to twelve months.
  The fee for comprehensive financial planning services is dependent on the complexity of the plan and
  needs of the client. Fees for such services typically range from $3,000-$12,000 per plan as contracted for
  with clients in advance. Hourly rates vary from $300 to $500 and may be billed monthly, or upon completion.
  Fees may be negotiated at the discretion of the IAR, or the service included free with account management.
  The client is under no obligation to act upon the investment advisor’s recommendation and ifclient elects to
  act on any recommendation, the client is under no obligation to affect the transaction through the
  investment advisor. Lower fees for comparable services may be available from other sources.
  Refunds
  Clients are asked to notify Corinthian Wealth Management is writing when they no longerwish to receive any
  Corinthian Wealth Management services (included are management fees, third party investment fees,
  financial planning fees, or any unaccrued hourly chargedservices). When services are terminated, any prepaid
  fees for work not completed will beprorated to the date of termination and any unearned portion shall be
  refunded to client and any incomplete or partially completed work items will be securely disposed of.

     B. Payment of Fees
  Payment of Investment Supervisory Fees
  Advisory fees are withdrawn directly from the client’s accounts with client written authorization. Each time a
  fee is directly deducted from a client account, the investment advisor will concurrently send the qualified
  custodian an electronic file of the amount of the fee to be deducted from the client’s account and send the
  client an invoice itemizing the fee. Fee calculation is based on the account value at the close of the last
  business day of the prior billing period.

  Payment of Financial Planning Fees
  Financial planning fees may be billed separately or included in advisory fees. Fees are assessed monthly,
  quarterly, semi-annually, or annually paid in advance according to the client agreement and based on the
  services provided by the IAR. Fees may be paid by check or by credit card. The fee may be paid in full when
  the agreement is signed, or a percentage may be paid at signing with the balance due upon completion.
  Services are generally delivered within six to twelve months. Fees for comprehensive financial planning
  services depend on the complexity of the plan and the client’s needs, and typically range from $3,000 to
  $12,000 per plan, as agreed with the client in advance. Hourly rates range from $300 to $500 per hour and
  may be billed monthly or upon completion. Fees may be negotiated at the IAR’s discretion, or the service
  may be included at no additional cost with account management. Lower fees for comparable services may
  be available from other sources.
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     C. Clients are Responsible for Third-Party Fees
  Clients are responsible for the payment of all third-party fees (i.e. custodian fees, mutual fund fees,
  transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged by
  Corinthian Wealth Management. Please see Item 12 of this brochure regarding broker/custodian.

     D. Prepayment of Fees
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Item 7: Types of Clients
  Corinthian Wealth Management provides supervisory management and financial planning services to the
  following types of clients:
      •   Individuals
      •   High-Net-Worth Individuals
      •   Small Business

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