MPI Wealth Management LLC

Item 5: Fees and Compensation

conflicts of interest in instances where the custodian receives the entirety of the 12b-1 and/or
revenue sharing fees and takes the receipt of such fees into consideration in terms of benefits it
may elect to provide to the firm, even though such benefits may or may not benefit some or all
of the firm’s clients.

                    Part 2A of Form ADV: MPI Wealth Management, LLC Brochure

Item 7: Types of Clients
MPI Wealth’s clients consist of qualified pension and profit sharing plans, other qualified and
non-qualified retirement plans, insurance companies, investment advisers (including acting as a
sub-adviser for separate accounts of investment advisory companies), corporations, banks,
partnerships, charitable foundations and other charitable organizations, and high net worth
individuals, families, and trusts.
MPI Wealth has a minimum account size of $1 million. MPI Wealth, in its sole discretion, may
negotiate to waive its stated account minimum based upon certain criteria (i.e., anticipated
future earning capacity, anticipated future additional assets, dollar amount of assets to be
managed, related accounts, account composition, pre-existing client, account retention, pro
bono activities, etc.)

                    Part 2A of Form ADV: MPI Wealth Management, LLC Brochure