CW O'Conner Wealth Advisors Inc

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.

Additional Fees and Expenses
As part of our investment advisory services, we may invest, or recommend that you invest, in mutual funds and
exchange traded funds. The fees 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 could 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. We generally 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 opinion, is too small to effectively manage.