Integrity Road Wealth Partners LLC

ITEM 5   Fees and Compensation
         ANNUAL FEES FOR ADVISORY SERVICES
         Integrity Road Wealth is compensated for providing wealth management and financial planning services
         by charging a negotiable fee based on the total assets under management, subject to an agreed upon
         minimum. Note that wealth management clients also receive financial planning as a part of the offering
         at no additional cost. The fees and billing will be pre-determined in writing in the Wealth Management
         Agreement executed by you and Integrity Road Wealth.
         For clients interested in financial planning only, we may charge negotiable fixed or annual fees, which vary
         depending on the complexity of the process undertaken, the types of issues addressed, the scope
         of services provided, the needs of the client, and the frequency with which the services are rendered.
         All fees are agreed upon before entering the Financial Planning and Consulting Agreement you sign.
         The below ranges are the standard, bundled fee ranges that are typically charged. We will waive the
         agreed-upon financial planning fees if you engage our wealth management services. Please note that
         upon determination that your wealth management and financial planning services are of a higher level
         of complexity or require additional service needs, we may elect to negotiate with you a minimum
         annual fee reflective of such additional needs and services which is higher than the rate you would pay
         based upon the assets under management fees denoted below.

                                              Wealth Management Fee Schedule
                                     Up to $1,000,000                         0.75%
                                     Next $1,000,000                          0.70%
                                     Next $1,000,000                          0.60%
                                     Next $2,000,000                          0.50%
                                     Next $5,000,000                          0.35%
                                Greater than $10,000,000                      0.25%

                                        Financial Planning Only Fee Schedule
                          Fixed Fee or Ongoing Annual               Starting at $5,000
                                  Planning Fee

    FEE BILLING & PAYMENT
    Our wealth management fees are annual fees and are negotiable. Wealth management fees are paid
    monthly in arrears. Payments are due on the first day of the calendar month and are based on the
    account’s average daily balance for the prior calendar month multiplied by the applicable annual rate and
    divided by twelve (12). The fee for the prior month is billed and payable within ten (10) days after the end
    of the prior month. We will deduct our wealth management fee only when in receipt of your written
    authorization by executing a Wealth Management Agreement permitting the fees to be paid directly from
    your account. The qualified custodian will deliver an account statement to you at least quarterly, which
    will show all disbursements from your account. We urge you to review all statements for accuracy. Your
    account at the custodian can also be charged for certain additional assets managed for you by us but not
    held by the custodian (i.e., mutual funds).
    The Wealth Management Fee will be prorated based on the number of days in the month that the Client
    was a client of Integrity Road Wealth, or the assets were under Integrity Road Wealth’s management, if:

           The Agreement is executed other than the first day of a calendar month;

           One of the parties terminates the Agreement; or

           The Client prepays advisory fees or withdraws or adds assets to the account.
    At Integrity Road Wealth’s discretion, the firm may combine the account values of family members or
    friends to determine the applicable fee. Combining account values may increase the asset total, ultimately
    resulting in the Client(s) paying a reduced Wealth Management Fee based on the available breakpoints in
    the fee schedule laid out above.
    Financial planning fees are assessed as a one-time project fee, or as an annual fee payable either monthly
    or quarterly. For one-time projects, the Client agrees to pay one-half of the total fee upon signing the
    Financial Planning and Consulting Agreement and the remaining fee upon delivery of the plan. For ongoing
    financial planning services, the Client agrees to pay a one-time initial planning fee in addition to an annual
    fee paid out either monthly or quarterly, arrears. Ongoing financial planning will automatically renew
    annually unless terminated by either the client or Integrity Road Wealth. We will not require a fee of $1,200
    or more to be paid six months or more in advance. Financial planning and consulting fees are paid via
    check or by direct invoicing via an electronic payment processor.
    You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.).
    These fees are separate and distinct from the fees and expenses charged by Integrity Road Wealth.
    Although Integrity Road Wealth has established the above fee schedule(s), we retain the discretion to
    negotiate alternative fees and billing frequency on a client-by-client basis. Client facts, circumstances and
    needs are considered in determining the fee schedule. These include the complexity of the client, assets
    to be placed under management, anticipated future additional assets; related accounts; portfolio style,
    account composition, reports, among other factors. The specific annual fee schedule and frequency is
    identified in the contract between the Advisor and each client.

         TERMINATION OF AGREEMENT
...

ITEM 7   Types of Clients
         We provide our investment advisory services to:
         -Individuals
         -High Net Worth Individuals
         Our minimum account size requirements for opening or maintaining an account with us are as follows:
         -$1,000,000 in AUM or $7,500 in fees (subject to firm discretion)

         -There is no minimum amount of assets required to receive stand-alone financial planning services.