Integra Wealth LLC

Item 5 - Fees and Compensation

General Fee Information
Fees paid to us are exclusive of all custodial and transaction costs paid to your custodian, brokers
or other third-party consultants. Please see Item 12 – Brokerage Practices for additional
information. Fees paid to us are also separate and distinct from the fees and expenses charged by
mutual funds, ETFs (exchange-traded funds) or other investment pools to their shareholders
(generally including a management fee and fund expenses, as described in each fund’s prospectus
or offering materials). You should review all fees charged by funds, brokers, Integra and others to
fully understand the total amount of fees paid by you for investment and financial-related services.

Portfolio Management Fees
We charge you an annual investment management fee based on a percentage of your assets under
management according to the following schedule:

            Value of All Managed Accounts with                 Per
                                                                          Annualized
            Firm                                            Quarter
            First $1 million                                0.3125%         1.25%
            Next $1.5 million (to $2.5 million)             0.2500%         1.00%
            Next $2.5 million (to $5 million)               0.2000%         0.80%
            Over $5 million                                               negotiable

Accordingly, as an example, if an account is valued at $1,250,000, the first $1,000,000 would be
charged 1.25% annually, while the balance of $250,000 would be assessed the lower fee of 1.00%
per year.

There is no minimum annual fee for any account. Fees are negotiable upon our sole discretion
when deemed appropriate under the circumstances.

We charge fees quarterly in advance based on your account/portfolio value at the end of the prior
quarter. If management begins after the start of a quarter, fees will be prorated accordingly. You
authorize us to deduct fees automatically from your brokerage accounts.

Either Integra or you may terminate your Investment Advisory Agreement at any time, subject to
any written notice requirements in the agreement. In the event of termination, any paid but
unearned fees will be promptly refunded to you based on the number of days that the account was
managed, and any fees due to us from you will be invoiced or deducted from your account prior to
termination.

Financial Planning Fees
We charge between $2,000 and $5,000 for a broad-scope financial analysis. Fees are determined
based on the scope and complexity of the case. You will pay a 50% retainer fee at the beginning
of the engagement with the balance due upon delivery of your financial analysis report.

Hourly financial planning engagements are available in certain situations (generally for limited
scope financial planning services or projects) at adviser's discretion. The services to be provided
will be agreed upon in writing and are subject to an hourly rate of $550. You will pay a 50%
retainer fee for the estimated cost of the services at the beginning of the engagement with the
balance due upon completion of the services. Any unused portion of the retainer fee will
promptly be returned.

Item 7 - Types of Clients

We primarily serve individuals and associated trusts, estates, pension and profit-sharing plans,
corporations and other business. We do not generally impose a minimum portfolio value or
minimum fee for conventional investment advisory services.