Allen Pierre Harris

Berkshire Money Management, INC.

21 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation PlanningHigh Net Worth

Berkshire Money Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

858 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$250K

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%

Fees and account minimums are negotiable based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$4,375

Location

161 Main Street, Ste. 8, Dalton, MA, 01226

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History

Regulatory History (1)

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Criminal

October 1994

Final Disposition

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Employment History

Current Registrations

Berkshire Money Management, INC.

April 2004 - Present · 21 yrs 10 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.