Advisor at Berkshire Money Management, 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 Money Management, Inc.
Location
Dalton, MA 01226
Credentials
Series 65
Industry experience
12 years
$7,500 minimum fee for financial planning; $599 fixed fee for college planning services; consulting services charged an individually-negotiated fixed fee.
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $750,000: 1.12% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.60%
$450 per hour for financial planning services beyond 10 hours.
Account minimum: $250,000 or a minimum annual fee of $4,375 Minimum fee: $4,375 yearly or $1,093.75 quarterly minimum annual fee for portfolio management.
Berkshire Money Management, Inc.
2007 - Present (19 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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