Intergy Private Wealth LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Portfolio Management:

The maximum annual fee charged for this service will not exceed 1.25%. Fees to be assessed will be
outlined in the advisory agreement to be signed by the client. 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 will typically be deducted from client account(s). In rare cases, our firm will agree to direct
invoicing. Adjustments will be made for deposits and withdrawals during the quarter that are in
excess of $50,000. If the advisory agreement is executed at any time other than the first day of the
calendar quarter, our fees will apply on a pro-rata basis, which means that the advisory fee is payable
in proportion to the number of days in the quarter for which the individual is our client. Our advisory
fee is negotiable, depending on individual client circumstances and account type.

At our discretion, we can combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we can combine account values for client and
client’s minor children, joint accounts with client’s spouse, and other types of related accounts.
Combining account values may increase the asset total, which can result in the Client paying a
reduced advisory fee based on the available breakpoints in our fee schedule stated above.

As part of the fee deduction process, clients understand the following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, our invoice will include a disclosure urging
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         the client to compare the information provided in our statement with those from the qualified
         custodian.

Third-Party Managers:

Clients utilizing third-party managers will be charged an annual fee by the third-party manager,
which is in addition to our firm’s fees. Our firm will debit fees for this service as disclosed in the
executed advisory agreement between the client and our firm. The third-party managers we utilize
and/or refer clients to utilize will not directly charge you a higher fee than they would have charged
without us introducing you to them. Third-party managers establish and maintain their own separate
billing processes over which we have no control. In general, they will directly bill you and describe
how this works in their separate written disclosure documents.
If a third-party money manager is used to manage your account, there are some third-party managers
that charge their management fees using average daily balance. The TAMP will calculate these third-
party money manager fees as described above, quarterly in advance. Because these two
methodologies differ, reconciliation is necessary at the end of the quarter to ensure accurate billing.
This true-up billing, which can be a credit or debit, reflects the difference between the quarterly in
advance fee (TAMP) and the actual fee based on the average daily balances (third-party manager).

Financial Planning & Consulting:

Our firm charges on an hourly, flat, or recurring basis for standalone financial planning and
consulting services. 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 $500. Flat fees will not exceed $100,000. Annual recurring fees will not exceed $100,000. The
fee-paying arrangements will be determined on a case-by-case basis and will be detailed in the signed
consulting agreement. Our firm will not require a retainer exceeding $1,200 when services cannot be
rendered within 6 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 $500. Annual flat fees will not exceed $100,000. Fees based
on a percentage of managed Plan assets will not exceed 1.25% annually. The fee-paying
arrangements will be determined on a case-by-case basis and will be detailed in the signed consulting
agreement.

Dynasty Network:

As discussed above in Item 4, we use Dynasty's TAMP services. While the Dynasty Program Fee is
included in the Portfolio Management fee you pay us, the third-party manager related charges are
not included in the client’s annual Portfolio Management fee. clients will be charged, separate from
and in addition to their Portfolio Management fee, any applicable third-party manager fees. We do
not receive any portion of the fees paid directly to Dynasty or the service providers made available
through its platform, including the third-party managers.

The third-party manager fees are determined by the particular program(s) and manager(s) with
which the client’s assets are invested and are calculated based upon a percentage of client assets
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under management, as applicable. Independent fixed income manager fees generally range from 0 -
0.90% annually, and independent equity manager fees generally range from 0.00% - 1.50% annually.
...

Item 7: Types of Clients & Account Requirements

 Client Types:

 Our firm has 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.

 Account Requirements:

 Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
 us.