Jay Kemmerer
Jay Kemmerer is a registered investment advisor at Berkshire Advisors, INC., based in Wyomissing, PA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 260 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berkshire Advisors manages investments for individuals, small corporations, and small corporate retirement plans. The fees for investment management depend on the amount invested.
For individual advisory services:
- $250,000 - $499,999: 1.25% - 1.50%
- $500,000 - $999,999: 1.00% - 1.55%
For institutional, union, and high net worth clients (accounts established after March 31, 2017):
- First $2,000,000: 1.00%
- Next $3,000,000: 0.75%
- Next $5,000,000: 0.60%
- Over $10,000,000: 0.50%
Fees are calculated and paid in advance, either monthly or quarterly. The maximum annual fee is negotiable. Accounts opened with less than $250,000 may follow the same fee schedule as clients with less than $500,000, subject to negotiation.
Location
2240 Ridgewood Road, Suite 101, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is the CEO of Berkshire Advisors and Kemmerer Financial Svcs., an insurance company, and spends about a third of his time on the former. He also earns residual income from American Farmers, is treasurer/secretary of Securus Bershire, LLC, and owns rental properties.
Employment History
Current Registrations
Berkshire Advisors, INC.
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Sunpoint Securities, INC.Broker
Hackett Associates, INC.Broker
Anchor National Financial Services, INC.Broker
Guardian Investor Services CorporationBroker
Equity Services, INC.Broker
Hackett Associates, INC.Broker
Tri-State Financial Planning AssociatesBroker
First Investors CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.