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Progressive Asset Management



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Investment Services: Fee Based Programs

We offer both traditional transactional based and fee based programs for every investor.  Some of our options are:
  • Program I
    Third Party Money Managers. Fee: 1-3%
  • Mutual Funds and ETF (Exchange Traded Funds)
    Over 125 Socially Screened Mutual Funds and ETF are available
                     Account Size                   Maximum Annual Advisory Fee

                     $25,000-$500,000                         2.5%

                     $500,001-$1,000,000                    2%

                     $1,000,001 and above                    1.5% - Negotiable

  • Stocks, Bonds, Mutual Funds and ETF (Exchange Traded Funds)
    Over 125 Socially Screened Mutual Funds and ETF are available
                     Account Size                    Maximum Annual Advisory Fee

                     $25,000-$500,000                         3%

                     $500,001-$1,000,000                    2.5%

                     $1,000,001 and above                    1% - Negotiable


PAM/FWG Risk Profile Questionnaire   -   PAM/FWG Investment Policy Statement

If you want more information about our fee based programs please call us at 781-239-1187,
800-327-7003, or e-mail pamboston@fwg.com.


© 2002 Progressive Asset Management, Wellesley Hills, MA and www.pamboston.com. All rights reserved. The information offered in this website is for viewer information only. It should not be construed as an offer to buy or sell securities referred to within or otherwise. Users are encouraged to consult with a professional before making any investment decision. Securities offered through and Registered Representative of FINANCIAL WEST GROUP, member FINRA/SIPC/MSRB
(- FWG Corporate HQ: 4510 E. Thousand Oaks Blvd. Westlake Village, CA 91363)

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