AH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
858 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.12% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Each fee bracket is applied to the respective asset amount of total client assets under management. Fees and account minimums are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$4,375
Financial Plan Fee:$7,500
Hourly Rate:Up to $450/hr
Portfolio management fees are based on a tiered percentage of assets under management, with a minimum annual fee of $4,375 or $1,093.75 quarterly. Financial planning services have a minimum fee of $7,500 plus $450 per hour for time exceeding ten hours. College planning is a fixed fee of $599. Fees and account minimums are negotiable based on various criteria. Certain clients may receive discounted rates.
Areas of Practice
Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
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Advisor Information
Office location
161 Main Street, Ste. 8, Dalton, MA, 01226
Get directionsRegulatory History (1)
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Criminal
October 1994Final Disposition
Employment History
Current Registrations
Berkshire Money Management, INC.
April 2004 - Present · 21 yrs 9 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.