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Berkshire Money Management, Inc.

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Total assets under management

$1,075,414,036

More info

Total clients

839

37% high-net worth

Total advisors

8

of 18 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

105

Average account size

$1,281,781

Client services

Financial planning Portfolio management Consulting, college planning

Fee options

Fixed

$7,500 minimum fee for financial planning; $599 fixed fee for college planning services; consulting services charged an individually-negotiated fixed fee.

Percentage

$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%

Project-based

$450 per hour for financial planning services beyond 10 hours.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Berkshire Money Management, Inc.

161 Main Street

Dalton MA 01226, United States

Number of offices

3

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 888-232-6072

Advisors at this firm

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Zachary M

Series 65

Dalton, MA

Berkshire Money Management, Inc.
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Brendan B

Series 63, Series 66

Dalton, MA

Berkshire Money Management, Inc.
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Peter G

Series 66

Dalton, MA

Berkshire Money Management, Inc.
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Scott L

Series 65

Dalton, MA

Berkshire Money Management, Inc.
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Michael O

Series 65

Dalton, MA

Berkshire Money Management, Inc.
user avatar

Holly S

Series 65

Great Barrington, MA

Berkshire Money Management, Inc.
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John B

Series 65

Dalton, MA

Berkshire Money Management, Inc.
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Peter C

Series 63, Series 65

Dalton, MA

Berkshire Money Management, Inc.
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Allen H

Series 65

Dalton, MA

Berkshire Money Management, Inc.
user avatar

Lauren R

Series 65

Dalton, MA

Berkshire Money Management, Inc.
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