Selective Wealth Management Inc

Item 5 Fees and Compensation

A. Fee Schedule

Investment Supervisory Services Fees

              Assets                                            Annual Fee

            All Assets
                                                             1.25% Annually

                                     Each client's actual fee schedule is determined by their
                                     Individual Advisory Contract (IAC) and may differ from the
                                     standard schedule presented here. Please review your IAC for
                                     your specific fee schedule.

Advisory fees are negotiable and therefore individual client contracts may differ.

Selective charges an advisory fee represented above based on assets under management (AUM).
Fees are paid monthly in arrears and are based on the average ending daily account balance for the
previous month. This is calculated on the market value of securities as reported at the close of the
market. If market data for the value of an account is not available Selective will use the most up-to-
date account value possible provided by the client. Clients may terminate their contracts with thirty
(30) day written notice. Because fees are charged in arrears, no refund policy is necessary. Clients
may terminate their accounts without penalty within 5 business days of signing the advisory
contract. Advisory fees are withdrawn directly from the client’s account with written authorization.
Lower fees for comparable services may be available from other sources.

Some representatives of Selective are paid a percentage of the above fees earned from assets under
our management. Our representatives are eligible to receive additional payments and/or a higher
percentage of those AUM fees based on: (1) bringing additional assets or new clients to the firm; (2)
retaining existing clients; or (3) obtaining referrals for new clients from existing clients. These
additional payments do not affect the fees paid by clients, but the structure does create a conflict of
interest where a representative is motivated only to increase AUM.

Stand-Alone Financial Planning Fees
Fees for one-time, stand-alone financial planning (modular and comprehensive) will be quoted as a
single fixed fee. Clients may be required to pay a retainer, not to exceed $1,200, for Financial
Planning services. Clients must pay any balance due upon transfer of deliverables. In the event of
early termination by either Client or Advisor, any fees collected from Client by Advisor will be
refunded and no deliverables will be transferred. Upon termination of the Engagement, Advisor’s
services cease.

B. Payment of Fees
Advisory fees are withdrawn directly from the client’s accounts with client written authorization.

C. Clients Are Responsible For Third Party Fees
Clients are responsible for the payment of all third-party fees (i.e. custodian fees, brokerage fees,
mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and
expenses charged by the Firm. Please see Item 12 of this brochure regarding broker/custodian.

D. Outside Compensation for the Sale of Securities to Clients
Neither the Firm nor its supervised persons accept any compensation for the sale of securities or
other investment products, including asset-based sales charges or service fees from the sale of
mutual funds.

Item 7 Types of Clients
The Firm generally provides management supervisory services to the following types of clients:
individuals, High Net-Worth Individuals, Family Offices, Trusts, Estates, Charitable Organizations,
and Institutional Clients.

Minimum Account Size

In general, we require a minimum account size of $1,000,000 to open and maintain an advisory
account, which may be waived at our discretion. Selective reserves the right to provide tiered
services based on account sizes.