John Ginley is a registered investment advisor at Berkshire Asset Management, LLC, based in Evanston, IL, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,479 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Schedule reflects equity and balanced accounts. Fixed income accounts have a separate schedule starting at 1.00% down to 0.50%. Fees are negotiable.
Fee Estimator
Location
Evanston, IL
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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 →Employment History
Current Registrations
Berkshire Asset Management, LLC
Previous Registrations
Brentview Investment Management, LLC
BMO Asset Management CORP.
Foreside Financial Services, LLCBroker
BMO Asset Management CORP.
BMO Investment Distributors, LLCBroker
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nuveen Asset Management, LLC
Rittenhouse Asset Management, INC.
Nuveen Fund Advisors, INC.
Nuveen Securities, LLCBroker
State Registrations1 state
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Exams
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