TrueWealth Advisors LLC

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of the assets in your account and
is set forth in the following annual fee schedule:

                                         Annual Fee Schedule

                   Assets Under Management                           Annual Fee
                         Under $500,000                                1.30%
                      $500,001 - $1,000,000                            1.15%
                     $1,000,001 - $3,000,000                           1.00%
                     $3,000,001 - $5,000,000                           0.85%

                     $5,000,001 - $10,000,000                           0.70%
                         Over $10,000,001                               0.55%

Our annual portfolio management fee is a tiered schedule billed and payable, monthly, based on the
average daily balance in arrears. If the portfolio management agreement is executed at any time other
than the first day the month, our fees will apply on a pro rata basis, which means that the advisory fee
is payable in proportion to the number of days in the month for which you are a client. Our advisory fee
is negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

For portfolio management services using model portfolios on the Orion platform, you will pay our
standard portfolio management fee and will also pay a subscription fee of up to 0.70% depending on
the model portfolio we select for your account. Your total advisory fee will not exceed 2% annually.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.

We will charge an annual fee for services provided to held away accounts, which will be deducted from
an account under our portfolio management service on a monthly basis in arrears. Fees are based on
the assets within these accounts and are charged according to the client’s investment advisory
agreement and the valuation of the accounts average daily balance as valued by the account
custodian.

You may terminate the portfolio management agreement upon 30 days written notice. You will incur a
pro rata charge for services rendered prior to the termination of the portfolio management agreement,
which means you will incur advisory fees only in proportion to the number of days in the month for
which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive
a prorated refund of those fees.

Financial Planning and Consulting Services
We offer financial planning and consulting services on both a fixed fee basis and an hourly fee basis.
Our fixed fees are negotiable and range between $500 and $10,000 depending on the scope and
complexity of the services rendered. For fixed fees the first half of the estimated fee is due in advance
of services rendered with the remaining balance payable upon completion of the contracted
services. Our hourly fee is $250 and is payable as invoiced. Our fees are negotiable depending upon
the complexity and scope of the services rendered. We will provide you with an estimate of the total
time/cost at the start of the advisory relationship. In limited circumstances, the cost/time could
potentially exceed the initial estimate. In such cases, we will notify you and request that you approve
the additional fee. All terms of our engagement will be evidenced in the agreement that you sign with
our firm. Under no circumstances will we require prepayment of a fee in excess of $1,200 for services
not performed within six months of the advanced payment.

You may terminate the agreement by providing written notice. You will incur a pro rata charge for

services rendered prior to the termination of the agreement. However, if you have pre-paid advisory
fees that we have not yet earned, you will receive a prorated refund of those fees.

Selection of Other Advisers
Advisory fees charged by TPMMs are separate and apart from our advisory fees. Assets managed by
TPMMs will be included in calculating our advisory fee, which is based on the fee schedule set forth in
the Portfolio Management Services section in this brochure. Advisory fees that you pay to the TPMM
are established and payable in accordance with the brochure provided by each TPMM to whom you
are referred. These fees may or may not be negotiable. You should review the recommended TPMM's
brochure and take into consideration the TPMM's fees along with our fees to determine the total
amount of fees associated with this program.

You may be required to sign an agreement directly with the recommended TPMM(s). You may
terminate your advisory relationship with the TPMM according to the terms of your agreement with the
TPMM. You should review each TPMM's brochure for specific information on how you may terminate
your advisory relationship with the TPMM and how you may receive a refund, if applicable. You should
contact the TPMM directly for questions regarding your advisory agreement with the TPMM. Our
contract with the TPMM will allow us to terminate the relationship with the TPMM with discretion.
...

Item 7 Types of Clients
We offer investment advisory services to individuals including high net worth individuals, pension and
profit-sharing plans (but not the plan participants), charitable organizations, and corporations or other
businesses entities.

In general, we do not require a minimum dollar amount to open and maintain an advisory account. We
may also combine account values for you and your minor children, joint accounts with your spouse,
and other types of related accounts to household the accounts.