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Berkshire Advisors, Inc.

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Total assets under management

$97,054,078

Total clients

250

6% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

125

Average account size

$388,216

About

Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. Like many independent advisers, the firm typically charges percentage-of-AUM fees and offers portfolio management using either customized allocations or the firm’s model portfolios.

The firm constructs portfolios using fundamental, quantitative and third‑party research and implements strategies across individual equities, fixed income, mutual funds, variable annuity sub‑accounts and, where appropriate, alternative or privately placed investments. It acts in a fiduciary capacity for retirement accounts, conducts periodic risk‑profile reviews, and uses a custodian platform for trade execution and fee billing.

Notable distinctions include an affiliation with the broker‑dealer Purshe Kaplan Sterling Investments: the firm’s principal serves as a registered representative and branch office manager and is licensed to sell life insurance, and the brochure discloses that registered representatives may receive commissions and 12b‑1 fees from insurance and brokerage products — a structure the firm identifies and discloses as a potential conflict of interest. The firm also reports an unusually high client load for a single adviser and provides institutional asset management and access to alternative/private investments, features that are uncommon for a solo independent RIA.

Client services

Financial planning Portfolio management 401k

Expertise

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

$500 flat fee for employee 401K consulting; possible flat negotiated monthly fees for combined family/related accounts over $10 million

Percentage

$250,000 - $499,999: 1.25% – 1.50% $500,000 - $999,999: 1.00% – 1.55%

Commissions

Commissions from insurance sales (e.g., variable annuities) by certain registered representatives through Purshe Kaplan Sterling Investments; no commissions from advisory accounts

Project-based

Up to $250/hour for financial planning and consulting services; fees may be negotiable

Other

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

Main office location

Berkshire Advisors, Inc.

2240 Ridgewood Road, Suite 101

Wyomissing PA 19610, United States

Number of offices

1

Most active in

Pennsylvania

Disclosures

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

Business activities & affiliations

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