Integrity Wealth Management Inc

Item 5 - Fees and Compensation
Asset Management
Our firm is a fee based investment advisor. We base our fees on a percentage of assets under man-
agement. The annual fee is based on a percentage depending on the level of investable assets:
                                      Portfolio Value Annual Fee
                                      The first $250,000 at 1.25%
                                      The next $250,000 at 1.00%
                                     The next $1,500,000 at 0.80%
                                     The next $3,000,000 at 0.60%
                                        Above $5,000,000 0.50%
Certain long-term clients may be subject to a different fee schedule. We may have current client rela-
tionships which pay fees that are higher or lower than the fee schedule above. Fees are based on
the average daily balance of the total market value of the securities assets in the investment ac-
count. The specific manner in which fees are charged by our firm is established in a client's written
agreement with the Firm. Advisory fees are automatically deducted from your account directly by
your Custodian, although some Clients have requested an invoice.
Client is responsible for the transaction charges, fees and other expenses charged by Custodian. In
all instances, the Advisor will send the client a written invoice, including the fee, the formula used to
calculate the fee, the fee calculation itself, the time period covered by the fee, and, if applicable, the
amount of assets under management on which the fee was based and the name of the Custodian.
The Advisor will send these to the client concurrent with the request for payment or payment of the
Adviser’s advisory fees. We urge the client to compare this information with the fees listed in the ac-
count statement received from the Custodian.
All Fees charged by the Advisor for investment management services are separate and distinct from
the fees and expenses charged by mutual funds, exchange traded funds and unit investment trust,
etc. In these cases, the fees and expenses are described in each fund's prospectus and will general-
ly include a management fee, other fund expenses, and a possible distribution fee. Accordingly, you
should review these fees, those charged by the Custodian, the Manager (if any) and the Fees
charged by the Advisor to fully understand the total amount of fees to be paid. Additionally, the in-
vestments selected for you are not exclusively available to the Advisor, and could be obtained
through other firms at a lower fee.
Financial Planning
If you engage our firm for financial planning-only services, we charge an hourly fee of $250 or a flat
fee of up to $12,000 which is negotiable depending on the scope and complexity of the plan, your
situation, and your financial objectives. An estimate of the total time/cost will be determined at the
start of the advisory relationship. In limited circumstances, the cost/time could potentially exceed the
initial estimate. In such cases, we will notify you and request that you approve the additional fee.
Selection of Other Advisers
In the event we recommend that you use other Manager(s) the fees that you pay to the Manager are
in addition to the Advisor fee and in accordance with the separate agreement you enter with each
Manager. These fees may or may not be negotiable.

Types of Agreements
The following agreements define the typical client relationship: Discretionary: A Discretionary con-
tract allows your financial advisor to execute trades for your account at his or her discretion without
requiring your prior approval. If you so chose, we will accept discretionary authority (by contract) to
manage securities accounts on your behalf. This will give our firm the authority to determine, without
obtaining your specific consent, the securities to be bought or sold, and the amount of the securities
to be bought or sold for your account. Non-Discretionary: Non-discretionary agreements require our
firm to obtain your permission prior to executing each trade.

Item 7 - Types of Clients
Our firm provides investment advice to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations and businesses. Client relationships vary in scope and length
of service.
We do not impose a minimum account size by typically have a minimum annual fee of $1,000, how-
ever we may lower or waive the fee at our discretion. Exceptions to our minimum fee will apply to
employees of our firm and their relatives, or relatives of existing clients, or other clients with other
circumstances. Clients subject to a minimum fee may pay a higher percentage rate on their annual
fees than the fees paid by clients with greater assets under management and not subject to the mini-
mum fee.