Bryceson Charlton
Bryceson Charlton is a CFA-designated registered investment advisor at Progressive Investment Management Corporation, based in Lake Oswego, OR, with 8 years of industry experience. Bryceson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 177 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Progressive Investment Management charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.50% to 1.25%. Fees are billed quarterly in advance. A minimum of $2,000,000 of assets is required for this service, but this may be negotiable.
Location
310 N. State Street, Suite 214, Lake Oswego, OR, 97034
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Progressive Investment Management Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.