Pinnacle Strategic Wealth Management LLC

Item 5 – Fees and Compensation
WEALTH MANAGEMENT SERVICES:
The annual fee for wealth management services will be charged as a percentage of assets under management,
according to the following schedule:
        Assets under management                     Annual Fee (%)
        First $1,000,000                            2.00%
        Next $2,000,000                             1.00%
        Remaining Balance                           0.75%

The specific manner in which fees are charged by PSWM is established in a client s written agreement with PSWM. At
the time of entering into a contract with PSWM, the client has a right to terminate the contract, without penalty,
within five business days after entering into the contract. The fee will be based on the gross value of the managed

FORM ADV: Part 2 A & B

                   Uniform Application For Investment Adviser Registration
                        Pinnacle Strategic Wealth Management, LLC.
asset, and will be billed in arrears for each calendar quarter by the Broker. The Broker will apply the appropriate
percentage to this value as described above. The Broker will notify the Client how much has been paid to PSWM.
Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable
calendar quarter. Accounts initiated or terminated during a calendar quarter will not be charged a prorated fee.
Upon termination of any account, no refunds will be made because all fees will be billed in arrears.

There are currently no minimums required to open and maintain an account with Pinnacle Strategic Wealth
Management, LLC.

FINANCIAL PLANNING SERVICES:
Financial Planning fees will be charged in one of two ways:
     As a fixed fee, typically ranging from $500 - $5,000, depending on the nature and complexity of each
          client's circumstances.
     On an hourly basis, ranging from $150 - $500 per hour, depending on the nature and complexity of
          each client's circumstances. If appropriate, an estimate for total hours may be determined at the start
          of the advisory relationship.

GENERAL INFORMATION ON FEES:
    Negotiability of Fees: All fees are subject to negotiation.
    Fee Calculation: The fee charged is calculated as described above and is not charged on the basis of a
       share of capital gains upon or capital appreciation of the funds or any portion of the funds of an advisory
       client (Section 205(a)(1) of the Investment Advisers Act of 1940, as amended).
    Termination of Advisory Relationship: A client agreement may be canceled at any time, by either
       party, for any reason upon delivery of written notice. Upon termination of any account, no refunds will
       be made because all fees will be billed in arrears.
    Mutual Fund & ETF Fees: PSWM 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, which are disclosed in a fund s
       prospectus. Such charges, fees and commissions are exclusive of and in addition to PSWM s fee, and
       PSWM shall not receive any portion of these commissions, fees, and costs.
    Account Maintenance Fee: An annual flat fee of up to $75 per account used to review the clients
       employer sponsored plans and integrate with their managed portfolio.
    Advisory Fees in General: Clients should note that similar advisory services may be available from
       other registered investment advisers for similar, higher or lower fees.
    Proxy Voting: As a matter of firm policy and practice, PSWM does not accept the authority to and does
       not vote proxies on behalf of advisory clients. Clients retain the responsibility for receiving and voting
       proxies for any and all securities maintained in client portfolios. PSWM, however, may provide advice to
       clients regarding the clients voting of proxies.

FORM ADV: Part 2 A & B

                    Uniform Application For Investment Adviser Registration
                         Pinnacle Strategic Wealth Management, LLC.

Item 7 – Types of Clients

PSWM provides portfolio management and financial planning services to individuals, high net worth individuals,
and business clients.