Longview Wealth Management LLC

Item 5 – Fees and Compensation
Longview Wealth is a fee-based investment advisor with respect to investment
management. We are only paid by our clients. We do not get commissions or sales
revenues from any investment products. We charge clients a percentage of the assets they
have managed by our firm. In general, the larger the amount of assets a client has with us,
the lower our fee is as a percentage of those assets under management. Our fee schedule
for individual clients is as follows:

       Amount of Capital Invested          Total Annual Fee (%)
       Less than $1 million                       1.0%
       $1 million to $3 million                   .8%
       $3 million to $6 million                   .7%
       $6 million to $10 million                  .6%
       Above $10 million                          .5% or negotiated

A minimum of $1 million of assets under management is generally required for this service.
Clients are billed in arrears at the end of each calendar quarter. Longview Wealth may
group certain related client accounts for the purposes of achieving the minimum account
size and determining the annualized fee. All fees are subject to negotiation. We retain the
right to negotiate alternative fees on a client-by-client basis. Client facts, circumstances,
and needs are considered in determining the fee schedule. These factors include the
complexity of the client assets to be placed under our management, assets held elsewhere,

anticipated future additional assets, related accounts, portfolio style, account composition,
reports, and other factors. The specific annual fee schedule is identified in the contract
between the advisor and each client. Discounts, not generally available to our investment
advisory clients, may be offered to family members and friends of associated persons of our
firm. Our fee schedule for retirement plans such as 401(k) plans is customized for each
client situation, depending on the level of service each client is looking for, the size of the
assets in the plan, the number of employees, and is negotiated with each client. Our fees for
retirement/401(k) clients as generally lower as a percentage of assets than the fee
schedule above shown for individual clients. We have also selectively worked with some
individual clients on an hourly basis in the past.

The specific manner in which fees are charged by Longview Wealth Management, LLC is
established in a client’s written agreement. Longview Wealth Management will generally
bill its fees on a quarterly basis. Clients are billed in arrears each calendar quarter. As such,
at no time is a client due a refund. The fee schedule is applied quarterly based on the
market value of client assets at the end of the quarter. Client assets are valued as
determined by an independent qualified custodian (Charles Schwab & Co.). Clients
authorize Longview Wealth Management to directly debit fees from client accounts.
Management fees shall be prorated for each capital contribution and withdrawal made
during the applicable calendar quarter (with the exception of de minimis contributions and
withdrawals). Accounts initiated or terminated during a calendar quarter will be charged a
prorated fee. Upon termination of any account all earned, unpaid fees will be due and
payable.

Each time a client is deducted from a client account, we subsequently send our clients (in
their quarterly report) an invoice or fee notice itemizing the fee. This written billing
information includes the fee in dollars, the formula used to calculate the fee, and the time
period covered by the fee. Clients may cancel their agreement with Longview Wealth
Management, LLC within 30 business days, without penalty.

Termination of the advisory relationship can be cancelled at any time, by either party, for
any reason. Termination of the investment advisory contract must be done in writing and
is deemed effective 30 days from the receipt of the written termination notice by Longview
Wealth Management, LLC. Unpaid fees will be calculated using a pro-rated basis on the
number of days in the quarter that our services were being used.

Grandfathering of minimum account requirements. Pre-existing advisory clients are
subject to the minimum account size requirements that were in effect at the time the client
entered into the advisory relationship. Therefore, our firm’s minimum account
requirements will differ among our clients. We have increased our minimum account
requirement over time, and it now stands at $1 million. We reserve the right to make
selective exceptions to this account minimum for new prospective clients.

Longview Wealth Management, LLC’s fees are exclusive of brokerage commissions,
transaction fees, and other related costs and expenses which shall be incurred by the client.

Clients may incur certain charges imposed by custodians, brokers, third party investment
and other third parties such as 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 securities transactions. Mutual funds and
exchange traded funds also charge internal management fees that are “imbedded” into the
costs and returns of the fund, which are disclosed in a fund’s prospectus. The fund
manager withholds management fees from the stated fund net asset value (NAV). These
fund expense ratios on the investments we use are typically below .4% per year. There
can also be trading costs that the client pays to trade the funds or ETF’s. These trading
costs are currently free (zero cost) on stocks and ETF funds, and for mutual funds the cost
is typically $25 per trade. Such charges, fees and commissions are in addition to Longview
Wealth Management, LLC’s fee, and Longview Wealth Management, LLC shall not receive
any portion of these fund commissions, fees, and costs.
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Item 7 – Types of Clients
Longview Wealth Management, LLC is in business to provide portfolio management
services to individuals, high net worth individuals, corporate pension and profit-sharing
plans, charitable institutions, estates and trusts, foundations, and endowments. Our
current clients are individuals, families, trusts, and retirement plans for business owners.

The majority of our clients are high net worth individuals and families. Our official
minimum investment requirement for new clients is currently $1 million. We may
occasionally accept clients below this minimum level of investment, or may require a
higher minimum than $1 million, depending on the client and other circumstances.