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.