Berkshire Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$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
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
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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