Integrity Wealth Partners LLC

Item 5: Fees & Compensation

How We Are Compensated for Our Advisory Services

Asset Management:

        Assets Under Management                     Annual Percentage of Assets Charge
              $0 to $250,000                                   1.3%—1.5%
          $250,001 to $1,000,000                               1.1%—1.4%
         $1,000,001 to $2,000,000                             0.90%—1.25%
             Over $2,000,000                                  0.80%—1.15%

Fees to be assessed will be outlined in the advisory agreement to be signed by the client. Our firm
bills on cash unless indicated otherwise in writing. Annualized fees are billed on a pro-rata basis
quarterly in advance based on the value of the account(s) on the last day of the previous quarter. Fees
are negotiable at the sole discretion of our firm and will be deducted from client account(s).
Adjustments will be made for deposits and withdrawals during the quarter. In rare cases, our firm
will agree to directly invoice. As part of this process, you understand and acknowledge the following:
     a) The qualified custodian sends statements to you at least quarterly showing the market values
        for each security included in the Assets and all disbursements in your account including the
        amount of the advisory fees paid to us;
     b) You provide authorization permitting us to be directly paid by these terms. We will send an
        invoice directly to the custodian;
     c) If we send a copy of our invoice to you, our invoice includes a legend urging the client to
        compare information provided in their statements with those from the qualified custodian.

Pontera:

Our firm charges an additional fee for held away assets such as defined contribution plan participant
accounts. Pontera charges a 0.30% fee for those assets. Our firm will not charge clients the 0.30%
Pontera fee and will cover the additional cost of this service.

Financial Planning & Consulting:

We generally charge a recurring fee on a monthly or quarterly basis for financial planning and
consulting services. The ultimate fee that we charge you is based on the scope and complexity of our
engagement with you. For purposes of computing partial periods, an hourly fee may be assessed not
to exceed $400. We may also charge on an hourly or flat fee basis for financial planning and consulting
services. Our hourly fees are $400 for financial advisors and $150 for research and administrative
work. Flat fees generally range from $1,500 to $10,000.

We require a retainer of fifty percent (50%) of the ultimate financial planning or consulting fee with
the remainder of the fee directly billed to you and due to us within thirty (30) days of your financial
plan being delivered or consultation rendered to you. In all cases, we will not require a retainer
exceeding $1,200 when services cannot be rendered within 6 (six) months.

Retirement Plan Consulting:

Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the
percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee
charged, is based on the scope and complexity of our engagement with the client. The maximum
hourly fee to be charged will not exceed $400. Our flat fees range from $750 to $10,000. Fees based
on a percentage of managed Plan assets will not exceed 1.00%. The fee-paying arrangements will be
determined on a case-by-case basis and will be detailed in the signed consulting agreement.

Other Types of Fees & Expenses

Non-Wrap Clients may incur transaction charges for trades executed by their custodian via individual
transaction charges. These transaction fees are separate from our fees and will be disclosed by the
account custodian. Our firm’s recommended custodian, Charles Schwab & Co., Inc. (“Schwab or
custodian”) does not charge transaction fees for U.S. listed equities and exchange traded funds.
Throughout the rest of the document Schwab will be referred to as (“the custodian”).

Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
disclosed in the fund’s prospectus (e.g., fund management fees, distribution fees, surrender charges,
variable annuity fees, IRA and qualified retirement plan fees, mark-ups and mark-downs, spreads
paid to market makers, fees for trades executed away from custodian, wire transfer fees and other
fees and taxes on brokerage accounts and securities transactions). Our firm does not receive a
portion of these fees.

Wrap clients will not incur transaction costs for trades by their custodian. More information can be
found in our separate Form ADV Part 2A, Appendix 1 (“Wrap Fee Program Brochure”).

Termination & Refunds

In the event that you wish to terminate our services, we will refund the unearned portion of our
advisory fee to you. You must contact us in writing and state that you wish to terminate our services.
Upon receipt of your letter of termination, we will proceed to close out your account and process a
pro-rata refund of unearned advisory fees.

Financial Planning & Consulting clients may terminate their agreement at any time before the
delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work
performed by us up to the point of termination shall be calculated at the hourly fee currently in effect.
Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our
firm.

Commissionable Securities Sales

We do not sell securities for a commission in our advisory accounts.

Item 7: Types of Clients & Account Requirements

We have the following types of clients:
   • Individuals and High Net Worth Individuals
   • Trusts, Estates or Charitable Organizations
   • Pension and Profit-Sharing Plans
   • Corporations, Limited Liability Companies and/or Other Business Types

Our requirements for opening and maintaining accounts or otherwise engaging us:
   • We typically require a minimum account balance of $250,000 to engage us for our Asset
       Management service. Generally, this account balance would be required throughout the
       course of the client’s relationship with our firm. However, the minimum balance requirement
       may be negotiable at our sole discretion.
   • We generally charge a minimum fee of $1,500 for written financial plans.