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.