Advisor at Berkshire Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Berkshire Advisors, Inc.
Location
Wyomissing, PA 19610
Credentials
Series 63, Series 65
Industry experience
40 years
Jay Kemmerer is the principal and CEO of Berkshire Advisors, Inc. in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including roles at Purshe Kaplan Sterling Investments since 2003 and J.R. Kemmerer & Co since 1992. In addition to his advisory work, he is an author of financial reports and serves as treasurer and secretary for a joint marketing group supporting his firm. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, and trusts. The firm uses fundamental, quantitative, and third-party research to manage portfolios across various asset classes and offers both customized allocations and model portfolios.
Based on Berkshire Advisors, Inc.
$500 flat fee for employee 401K consulting; possible flat negotiated monthly fees for combined family/related accounts over $10 million
$250,000 - $499,999: 1.25% – 1.50% $500,000 - $999,999: 1.00% – 1.55%
Commissions from insurance sales (e.g., variable annuities) by certain registered representatives through Purshe Kaplan Sterling Investments; no commissions from advisory accounts
Up to $250/hour for financial planning and consulting services; fees may be negotiable
Account minimum: $250,000 Fee-only: Hourly rate up to $250/hour for financial planning and consulting services; Flat fee of $500 for 401K consultation
2240 Ridgewood Road, Suite 101
Wyomissing, PA 19610
Pennsylvania
Purshe Kaplan Sterling Investments
2003 - Present (23 years)
J.R. Kemmerer & Co
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Birdsboro, PA
Paul Fair Associates, LLC
Series 65
Wyomissing, PA
Foster Investment Management, LLC
Series 63, Series 65
Mohnton, PA
GuidePost Capital Management Group, LLC
CFP®
Sinking Spring, PA
Rewealth
I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/
Series 65
Wyomissing, PA
Walsky Investment Management Inc
Series 65
Wyomissing, PA
Berkshire Advisors, Inc.
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