Longview Wealth Management Inc

ITEM 5 - FEES AND COMPENSATION
Asset Management Services: LongView Wealth Management Wrap and Non-Wrap
Program
  A. Fees are negotiable and are not based on a share of capital gains or capital appreciation of the
     funds or any portion of the funds. Fees will vary from client-to-client and are detailed in the
     Client Agreement provided to the client. Fees are determined by the Investment Advisor
     Representative and agreed on by you the client. An IAR will use many factors to determine the
     fee charged to include but not limited to the complexity of the services needed, time required
     for completion, and the experience level of the IAR. Therefore, a client can pay more or less
     than another client serviced by the same or another Advisory Representative.
      Your Advisory Representative has an incentive in the advisory fee paid by the client since the
      Advisory Representative will receive a portion of the advisory fee collected by LongView.
      Your account balance will fluctuate throughout the quarter due to asset appreciation or depreciation
      or account withdrawals and deposits, however these fluctuations will not affect your billing. For
      accounts billed in advance billings are calculated based on the account value of the account on the
      last day of the prior quarter. For accounts billed in arrears billings are calculated based on the account
      value of the account on the last day of the quarter.

      Your Advisory Representative may choose to aggregate a client’s household managed accounts

                                  LongView Wealth Management
   together. This aggregation will increase the total managed assets and the higher amount will help
   a client reach a breakpoint or participate in higher tiers which are generally charged a smaller
   fee. Management Fees are charged in one of three ways.

   Breakpoint fee – The fee is determined by a reducing fee schedule based on predetermined asset
   ranges. The fee charged will be the fee for the corresponding range the assets fall into.

   Tier fee – The fee is determined on a reducing schedule in which the assets are charged the value
   in each tier for the portion of the assets that fit into each tier. So instead of only paying one fee at
   the highest range the client will pay at each range as described below. The account balance is 2
   million dollars.

         FROM                 TO            CLIENT FEE              Calculated Amount for $2,000,000.00
           $0               $100,000          1.75%          $100,000.00 x 1.75% = $1,750.00
       $100,000.00          $250,000          1.50%          $150,000.00 x 1.50% = $2,250.00
       $250,000.00          $500,000          1.25%          $250,000.00 x 1.25% = $3,125.00
       $500,000.00         $1,000,000         1.20%          $500,000.00 x 1.20% = $6,000.00
      $1,000,000.00        and higher         1.00%          $1,000,000.00 x 1.00% = $10,000.00
                                                             $23,125.00 = blended rate of 1.16%

   Flat Rate – The fee for flat rate is determined by multiplying the assets by the rate agreed upon.

   Actual fees are negotiable and based upon the services requested by the client, the complexity of
   the client’s situation, and the amount of time required to provide the services. Further, advisory
   fees vary based on the IAR and their experience. Therefore, clients are advised that certain
   Advisory Representatives of LongView charge more or less than others so the fee quoted to you
   as the client will be more or less than other clients.
   LongView can change the fee schedule upon 30-days prior written notice to you.
   Advisory fees will generally be collected directly from your account, provided you have given
   LongView written authorization. You will be provided with an account statement reflecting the
   deduction of the advisory fee direct from the account custodian. If the account does not contain
   sufficient funds to pay advisory fees, LongView has limited authority to sell or redeem securities
   in sufficient amounts to pay advisory fees. You may reimburse the account for advisory fees paid
   to LongView, except for ERISA and IRA accounts.

B. In addition to the advisory fees set forth above, there may also be account maintenance fees,
    custodial fees, transaction fees, and retirement fees for maintaining their portfolio. LongView does
    not share in any portion of these fees. However, clients participating in a wrap account where the
    client pays one fee for asset management and transactional charges will not be assessed separate
    transactions charges. Instead, the client will pay one all-inclusive fee that includes LongView’s
    fee and LongView will pay any transaction fees. As noted elsewhere in this Brochure, this creates
    a conflict of interest for LongView as it will have an incentive to limit transactions in wrap fee
    accounts to no-transaction fee funds to reduce costs.
   You will pay your proportionate share of the fund’s management and administrative fees and sales
   charges as well as the mutual fund adviser’s fee of any mutual fund they purchase. Such advisory
   fees are not shared with LongView and are compensation to the fund-manager.

                                   LongView Wealth Management

  C. Advisory fees are charged on a quarterly basis in advance or in arrears, depending on the Advisory
     Representative and as negotiated with the client. Quarterly periods can be on a calendar year basis
     or every three months starting on cycle as agreed between client and Advisory Representative. If
     a client relationship is established or closed during a quarterly period, the client may be charged a
     prorated portion of the fee for the quarter. In cases where fees are charged in advance, the initial
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ITEM 7 – TYPES OF CLIENTS
LongView’s services are geared toward individuals, including high net worth (i.e. clients with a net worth
of $1,000,000), pension and profit-sharing plans, and corporations or other businesses. There is no
required minimum for clients.