PAMBoston - Socially Responsible Ethical Investing

 

Progressive Asset Management



About Us Investment Services Client Services Socially Responsible Investing Links and SRI News

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%
  • Program V - Progressive One: socially responsible and traditional mutual funds held at National Financial Services in a fee based account. $25,000 minimum.
                     Account Size               Maximum Annual Advisory Fee

                     $25,000-250,000                    1.75%

                     $250,001-500,000                  1.25%

                     $500,001-1,000,000               1.00%

                     Over $1,000,000                      Negotiable

  • Program VII - Socially responsible and traditional stocks, bonds and mutual funds. $50,000 minimum.
                     Account Size                Maximum Annual Advisory Fee

                     $50,000-500,000                  3.00%

                     $500,001-1,000,000               2.50%

                     Over $1,000,000                      2.00% - Negotiable


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 NASD/SIPC/MSRB
(- FWG Corporate HQ: 4510 E. Thousand Oaks Blvd. Westlake Village, CA 91363)

Web Design and Business Web Hosting Services by Boston Computing Network.