Integrity Wealth Solutions LLC

Item 5 - Fees and Compensation
IWS compensation depends on the type of advisory service we are providing. Please review the fee and
compensation information below.

Asset Management
IWS annual fee is calculated in accordance with the fee schedule below. Asset management services, including
financial planning and portfolio management, are provided on an active basis for accounts with an appropriate
minimum value, typically $500,000.

          Assets Managed                           Annualized Fee                          Quarterly Fee
       $500,001 - $1,000,000                            $5,000                                  $1,250
      $1,000,001 - $3,000,000                           $7,500                                  $1,875
      $3,000,001 - $6,000,000                          $10,000                                  $2,500
      $6,000,001 - $10,000,000                         $15,000                                  $3,750
     $10,000,001 - $15,000,000                         $25,000                                  $6,250
     $15,000,001 - $25,000,000                         $40,000                                 $10,000
     $25,000,001 - $40,000,000                         $60,000                                 $15,000
     $40,000,001 - $55,000,000                         $80,000                                 $20,000
     $55,000,001 - $70,000,000                        $100,000                                 $25,000
     $70,000,001 - $85,000,000                        $120,000                                 $30,000
     $85,000,001 - $100,000,000                       $140,000                                 $35,000
      $100,000,001 and above                          Negotiable                              Negotiable

IWS may accept asset management relationships under $500,000 in billable assets at our discretion. For
accounts that are within this range there is an annual fee of 1% charged quarterly determined based on the value
of the assets at the end of each calendar quarter. For relationships under $500,000, financial planning services
may be billed separately on a per-project basis.

Fees for asset management will be pro-rated to the end of the initial calendar quarter and will be charged at the
beginning of each calendar quarter (in advance) thereafter based on the value of billable assets on the last business
day of prior calendar quarter end.

Clients terminating their contract with IWS within the first five days are entitled to a full refund. Should a client
terminate the relationship with IWS outside the five-day window, the unearned portion of the asset management
fee will be refunded.

Clients may elect to pay this fee directly or have the quarterly charge deducted from investment accounts. Please
refer to Custody on Page 11 for information regarding fees deducted from investment accounts.

For Clients that elect direct invoicing - IWS will invoice Client on a quarterly basis at the beginning of each calendar
quarter. Management fees will be due within 30 days of invoice billing date. Management fees not paid after 45
days from the beginning of the billable quarter may result in the termination of relationship with IWS.

Clients where IWS is providing asset management services on held away assets, clients may either pay our asset
management fee through a deduction from a taxable account (e.g., non-IRA or other non-retirement investment
account) held at the custodian of record or through direct invoicing.

IWS asset management fee and account minimums are negotiable under certain circumstances.

Clients may incur fees from the custodian selected to provide services related to record keeping, tax reporting and
statement production. These fees may include IRA and retirement account annual fees, nominal trade ticket
charges or banking fees. Clients will be subject to the annual operating expenses of the mutual funds and ETFs
themselves. Detailed information on mutual fund and ETFs expenses are contained in the prospectus for each fund
or ETF, which is delivered to clients by the custodian. No portion of these fees is retained by or remitted to IWS.
See Brokerage Practices.

Financial Planning Services
For new asset management clients with relationships under $500,000, the initial financial plan may be billed
separately on a one-time basis. After the initial financial plan, ongoing financial planning services are included in
the asset management fee. Asset management clients with relationships above $500,000, the financial planning
services are included in the asset management fee as outlined in the table above.

The typical fee for planning service is $3,000; however, this fee can range from $1,000 to $5,000, depending upon
the scope and complexity of the work to be performed.

At IWS discretion, IWS may accept one-time project-based financial planning on a fixed fee basis.

IWS will invoice Client upon completion and delivery of financial plan and fees will be due to IWS within 30 days.
Clients may terminate the agreement in writing and any earned portion of the fee, based upon the advisor’s
estimate of percentages of work completed, is due at the time of notice of termination.

IWS may also provide advice on insurance (disability, long-term care, and life) and annuity products to its clients via
a relationship with insurance providers. IWS compensation is covered via the client’s annual asset management fee
or financial planning fee. No additional compensation is received from the insurance provider.

Retirement Plan Services
Retirement Plan “Consulting” fees for company sponsored retirement plans are generally based on plan size and
services rendered. Fees are determined on a case-by-case basis and typically range from 0.20% to 1.00% or an
agreed upon fixed fee.

Consulting fees will be pro-rated to the end of the initial calendar quarter and will be charged each calendar quarter
...

Item 7 - Types of Clients
Our firm works primarily with individuals and families but also serves retirement plans, foundations, endowments,
and other non-profit organizations.

IWS currently requires a minimum relationship size of $500,000 of investable assets. Exceptions to this minimum
are allowed but must receive the approval of one of the principal officers of the firm.