Integrity Wealth Management LLC

Item 5 – Fees and Compensation

IWM manages client investments on a discretionary basis for a percentage of the assets under
management. IWM’s fee structure is listed in the table below. Fees are negotiable depending
on the size and complexity of a client's account.

                                   Maximum Fee per Annum
                                                                   Maximum Fee per Annum
                                    for Investment Balances
 Assets Under Management                                              for Cash Balances
                                  (Equities, Fixed Income and
                                                                      (Money Markets)
                                    Alternative Investments)

     $1,500,001 and above                     0.80%                           0.20%

   $1,000,001 to $1,500,000                   0.90%                           0.20%

    $500,001 to $1,000,000                    1.00%                           0.20%

        $1 to $500,000                        1.10%                           0.20%

IWM computes assets under management at the end of each quarter in the calendar year. IWM
uses month-end balances in the clients’ accounts to compute the average quarterly account
balances for investments and for cash. The average quarterly balances for investments and
cash are multiplied by (1/4) of the clients’ agreed upon fee level for investments and cash.
Fees are billed in arrears 15-30 days after the end of each quarter.

IWM reviews client assets under management as it relates to annual fee billed. If a client
surpasses the next assets under management threshold, the reduced fee will be effective
beginning the following quarter.

The specific way fees are billed by IWM is established in a client’s written agreement with
IWM. Clients may elect to be billed directly for fees or to authorize IWM to directly debit fees
from client accounts. Accounts initiated or terminated during a quarter will be charged a
prorated fee. Clients may terminate their Investment Advisory Agreements at any time and
without penalty.

Clients may incur certain charges imposed by custodians, brokers, third party investment and
other third parties such as brokerage commissions, transaction fees, fees charged by
managers, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire
transfer and electronic fund fees, and other fees and taxes on brokerage accounts and
Integrity Wealth Management, LLC – Form ADV Parts 2A                                    Page 2

securities transactions. Mutual funds and exchange traded funds also charge internal
management fees, which are disclosed in a fund’s prospectus.

Such charges, fees and commissions are exclusive of and in addition to IWM’s fee, and IWM
shall not receive any portion of these commissions, fees, and costs.

IWM offers financial planning services to its investment advisory clients at no additional cost.
Clients have the option of using this service and participating in the financial planning
process. IWM also offers financial planning as a separate service to clients that are not
investment advisory clients. Our financial planning fee is $125 per hour and the time
requirement depends on plan complexity. Clients will receive an estimate of the cost prior to
engagement and the fee is paid upon completion of the plan.

IWM discloses to its clients that lower fees for comparable services may be available from
other sources.

Item 7 – Types of Clients

IWM provides portfolio management services to individuals, high net worth individuals, trusts
and small businesses. IWM does not require account minimums.